Relationship Manager

ADIB - Abu Dhabi Islamic Bank

Detailed Responsibilities

Primary Duties and Responsibilities:

• Conduct market research to identify selling possibilities and evaluate customer needs.
• Actively seek out new sales opportunities through cold calling, networking, referrals, and targeted outreach.
• Conduct client needs assessments to customize solutions (portfolio management, equities, trading strategies).
• Prepare and deliver appropriate presentations on products/services for clients upon request.
• Participating on behalf of the company in exhibitions or conferences or act as a representative in booths
• Negotiate/close deals and handle complaints or objections.
• Maintain regular contact with existing clients via meetings, calls, and market updates.
• Collaborate with the team to achieve better results.
• Maintain accurate records of client interactions, transactions, and compliance with policies
• Comply with the company policies, including the code of ethics/conduct.
• Track performance metrics (e.g., conversion rates, AUM growth) and refine strategies.
• Set up meetings with potential clients and listen to their wishes and concerns.
• Resolve client concerns promptly to ensure retention and satisfaction

Additional Duties and Responsibilities:

• Prepare sales performance reports (weekly/monthly/quarterly) for leadership
• Review sales plans periodically to align with market performance and identify improvements.

Supervisory Responsibilities

Authority Given: Initially, incumbent will not be given expense power, however, will be given approval powers based on his/her level of management experience and brokerage expertise.

Reporting Lines

Head of Brokerage BusinessSales & Trading Supervision lines Head of Brokerage BusinessSales & Trading Specialist

Skills / Technical Knowledge Required for this role:

• Bachelor's degree in finance, Business, or related field
• Experience +5 years in stockbroking or financial sales.
• Strong negotiation, communication, and presentation abilities.
• Deep knowledge in UAE/GCC/US financial markets, including margin trading regulations
• Proven experience as a sales executive and relationships
• Advanced proficiency in MS Office (Excel, PowerPoint), Bloomberg Terminal, Reuters Eikon, Trading platforms and investment databases.
• Thorough understanding of marketing and negotiating techniques
• Track record of negotiating large-scale trades or managing high-net-worth client portfolios
• Fluent in English, Arabic desirable