Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Serve as first line of defense to provide compliance advisory support to division's stakeholders on regulatory/ internal compliance and operational risks
Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
Portfolio & Activation Co-ordination: Lead the co-ordination of a diverse portfolio of activities to drive client activation and ensure seamless platform adoption across the corporate banking portfolio.
Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Assisting Wealth Advisors with taking client orders for new Investments & Lending transactions, managing the suitability and other pre-sale risk & compliance checks, post trade updates to clients and other stakeholders in Dubai
Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;
Provide superior customer service to walk-in customers and contribute to expected levels of CSAT (Customer Satisfaction) scores and Mystery Shopping Results;