Relationship Manager Dubai UAE
Position: Relationship Manager
Date posted: 2023-11-21
Industry: other
Employment type: Full Time
Experience: 3 year
Qualification: Bachelor’s Degree holder
Salary: AED 15000 to 20000
Location: Dubai, United Arab Emirates
Company: Confidential
Description:
Hiring Relationship Manager
Department: NRI Equities
Function: Sales
Location: Dubai
Job Purpose.
We are seeking a dedicated Relationship Manager to join our team in Dubai, you will be responsible for talking to clients on a wide range of financial market instruments, including direct equities, mutual funds, Portfolio Management Schemes (PMS), Alternative Investment Funds (AIF), and insurance products. You will work closely with clients to understand their financial needs and provide tailored investment solutions.
Client Relationship Management:
- Build and maintain strong, long-lasting client relationships by understanding their financial goals, risk tolerance, and investment preferences.
- Provide personalized investment advice and solutions to clients, ensuring that their financial objectives are met.
Product Knowledge:
- Stay updated on the latest developments in financial markets, including equities, mutual funds, PMS, AIF, and insurance products.
- Conduct thorough research and due diligence on financial products to provide informed recommendations to clients.
Sales and Business Development:
- Actively engage in prospecting and lead generation to expand the client base.
- Develop and execute sales strategies to meet or exceed sales targets.
- Prepare and deliver persuasive sales presentations to potential clients.
Risk Management:
- Educate clients on potential risks associated with various investment products and help them make informed decisions.
- Ensure that client portfolios are diversified and aligned with their risk profiles.
Compliance and Regulatory Knowledge:
- Adhere to all regulatory and compliance requirements related to financial market instrument sales.
- Ensure all client transactions are conducted in accordance with the relevant legal and regulatory standards.
Role Requirements
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Minimum of 3 years of experience in financial services
- Strong knowledge of direct equities, mutual funds, PMS, AIF, and insurance products.
- Relevant industry certifications (e.g., CFA, CFP) will be an advantage.
- Proven track record of meeting or exceeding sales targets.
- Excellent communication and interpersonal skills.
- Proficiency in financial software and tools.
CTC.
15K-20K AED
Indian Candidate based in UAE min Experience 3 years selling financial products, should have Strong knowledge of direct equities, mutual funds, PMS, AIF, and insurance products.
