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Job Description
Are you a Saudi Natioanl with an excellent business network that you can utilize to prospect new clients? Are you strong in sales and have proven track record in building up solid client portfolios in your past roles? If you answered Yes, then continue reading and apply.
Purpose of the role:
Responsible for achieving nominal revenues and asset growth by providing appropriate solutions and value added services to existing client base and also enhancing the client base by establishing new relationships and acquiring fresh assets from these potential clients. Acquisition of knowledge and experience in Wealth Management activities are the main objectives.
Responsibilities:
1. Budget achievements, Return on spending & Return on assets:
Ensure budget achievement on monthly/ quarterly/ annually basis while evaluating revenue and spreads in order to reach continued profitability.
2. Clients satisfaction, Call memos & Budget achievements: Determine financial needs of clients and provide them with the most appropriate core banking solutions as well as cross selling products through (GMG, SFC).
3. Direct superior & Asset Growth:
Prospecting new clients by using active referrals from community and existing satisfied clients.
4. Call memos & Direct superior:
Maintain existing relationships and continually obtaining clients requirements to provide them with the most appropriate services and solutions.
5. CRM Reports, Direct superior & Operations Manager:
Daily monitor all operations of clients. Take prompt actions on maturing deposits and facilities, expiring ID and Cards, delivery of cards, regularisation of exceptional transactions, Freeze/ dormant/ inactive accounts and obtaining customer consents.
6. Direct Superior, Credit File, Past dues reports & Credit Manager:
Acquire basic knowledge on credit operations and all risks involved. Acquire information on client’s financial assets and revenues. Prepare supporting documentation of client credit application with the credit team. Closely monitor client credit facilities, reacting promptly to any potential discrepancy.
7. Direct superior, Operations Manager & Audit/Compliance reports:
Maintain proper legal files. Document all communications with clients through call memos. Promptly obtain any documentary requirements from clients. Comply with approved policies and procedures of BSF,SAMA and CMA.
Qualifications & Experience:
- Bachelor’s Degree in Business, Finance or related fields.
- 4+ years of experience in financial institutions (private and/or corporate and/or investment banking), clients exposed area.
- Strong new client prospecting skills and ability to quickly build own portfolios
- High level of exposure in general banking operations and services
Skills
- Communication Skills
- Listening and Negotiating
- Basic sales and marketing knowledge
- Basic knowledge of portfolio management
- Basic knowledge of financial instruments
- Good English language command
