Managing the client portfolio effectively to ensure increased sales and cross-selling of other products obtaining potential clients through existing clients and analyzing clients customized needs efficiently to ensure cross-selling referrals and providing regular market updates and trend analysis to clients.
Responsible for achieving the set annual financial targets.
Developing the project portfolio by growing the existing client base and acquiring new clients.
Enhancing client relationships with the bank in alignment with relevant business goals and objectives.
Providing wealth management advice and investment product solutions to high-net-worth clients based on appropriate risk profiling.
Ensuring clients receive regular reports on their investment portfolios and whenever necessary.
Ensuring efficiency superior customer service and contributing to an overall positive client experience.
Proactively resolving client issues/complaints and delivering superior service recovery.
Actively contributing to the bottom line through profitability and target growth.
Selling various banking products and services and ensuring proper portfolio management.
Responsible for delivering the highest level of services and applications submitted through the center with high quality.
Ensuring adherence to audit controls to eliminate any fraudulent activities risks and unnecessary exposures.
Communicating and coordinating with relevant departments to maintain and enhance customer service standards.
Performing other job-related duties as assigned by the direct manager.
Qualifications :
Educational Qualification:
Bachelors degree in Business Administration or an equivalent qualification provided that relevant experience in the required field is available.
Required Experience:
Minimum of 4 years of experience in banking or related fields.
Additional Information :
Required Skills
Accuracy in work
Analytical skills
Communication and interpersonal skills
Time management skills
Ability to coordinate and follow up
Planning and organizational skills
Ability to handle work pressure and unexpected developments
Problem-solving ability
Remote Work :
No
Employment Type :
Full-time
The National Bank of Iraq (NBI) was founded in 1995 as a publicly traded, private sector company, offering comprehensive banking services to individuals and businesses in Iraq. As a result of NBI’s success and to fuel future growth, its capital was increased from the initial IQD 400 m ... View more