Job Purpose
- To provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect.
- Enhance Mashreq Gold Balance sheet sales/ revenues and promote cross selling of bank products to all existing clients.
- Source new business from HNW Mashreq Gold individuals through referrals, marketing activities and personal contacts.
- Ensure clients are aware of all financial services offered by the bank
- Reach financial goals set for the role by the business as per annual and monthly financial targets, including x-sell and up-sell of products to customers, to existing and new to bank customers.
Dimensions
Operating Budget
Number of Staff
Capital Exp. Budget
Other
Key Result Areas- Optimize the potential value of the client base through the delivery of MG Products and Services
- Communicate with HNW client and identify thei...