Maintain sustainable relationships with the existing customer base and maintain proactive contact with customers- face-to-face visits and meetings and telephone contact as per targets set in plan.
Carry out reviews with investment customers on a timely basis and as per customer base requirements. Achieve Sales Performance Standards & Key Performance Indicators in a compliant manner by meeting new & existing customers, identifying needs for financial services and products offering best advice and, where appropriate, selling products to meet those needs.
Achieving sales targets with proper documentation quality and activity standards. Optimize the potential value / growth of the customer base by working towards achieving the target, and developing a close liaison with other departments achieving a two-way cross-selling / referral process, and ensuring effective management of relationships at the appropriate level to recognize customers’ value and to provide the expected high level of service thus enhancing / strengthening existing relationships.
Enhance market profile and awareness by maintaining an effective profile in the market in order to develop and source potential new relationships, ensuing participation in organization of Wealth Management events and networking by self, and compiling up to date market information on WM packages offered by competitors.
Safeguard the company from potential loss by ensuring compliance with internal and external procedures and guidelines, ensuring adherence to the compliance policy.
Proactively complete Continuous Professional Development in order to meet and maintain Compliance &Training Competence Standards.
To implement company Compliance Policy and comply with the requirements of QCB (Qatar Central Bank). Improve operational efficiency by following the operating procedures and ensuring that the documented workflow process is pursued.
Deal with customer complaints in accordance with agreed policy & procedures. Identify and suggest ways to improve the product / proposition and service delivery.
Saudi Arabia; Sudan; Somalia; Syria; Tunisia; Yemen