{"id":5305,"date":"2015-05-12T00:00:00","date_gmt":"2015-05-12T00:00:00","guid":{"rendered":"http:\/\/localhost\/test_manager\/account-coordinator-pm-2714-4\/"},"modified":"2019-07-15T07:25:59","modified_gmt":"2019-07-15T07:25:59","slug":"account-coordinator-pm-2714-4","status":"publish","type":"post","link":"https:\/\/managersoffice.net\/el\/account-coordinator-pm-2714-4\/","title":{"rendered":"Business Development-UAE-BD-269554"},"content":{"rendered":"<div style=\"text-align: center;\">\n<p style=\"text-align: center;\">\n<h3 style=\"text-align: left;\">Job description<\/h3>\n<ul style=\"text-align: left;\">\n<li><span style=\"font-size: small;\">Develop yearly business plan to include asset and revenue targets broken down by key market clients. <\/span><\/li>\n<li><span style=\"font-size: small;\">Generate leads through various methods including, acquaintances, existing or past relationships, conferences, memberships, cold calling, etc. <\/span><\/li>\n<li><span style=\"font-size: small;\">Introduce prospective clients to company products and services and convert to new business. Qualifying, researching and understanding prospects financial status, investment needs and requirements. <\/span><\/li>\n<li><span style=\"font-size: small;\">Prepare all documentation relating to account opening, credit proposals, KYC and liaise with Client Service Unit, Risk &amp; Compliance, Operations Unit and Credit Committee to expedite account opening and\/or approval of credit applications. <\/span><\/li>\n<li><span style=\"font-size: small;\">Efficiently manage client accounts and status by frequently reviewing holdings, cash position, profitability, AUM\u2019s and other client related MIS. <\/span><\/li>\n<li><span style=\"font-size: small;\">Frequently meet with clients to discuss portfolio, new products and services. Ensure strict discipline with documenting accurate call reports and to update client profiling after each client discussion\/meeting. <\/span><\/li>\n<li><span style=\"font-size: small;\">Continuously update knowledge base i.e. General, Products, Markets, Competition and Certification etc. <\/span><\/li>\n<li><span style=\"font-size: small;\">Collaborate with internal and external specialist and service support teams to ensure the provision of superior service to clients. <\/span><\/li>\n<li><span style=\"font-size: small;\">Strictly follow compliance policy and ensure all company and business unit policies, procedures and processes are followed. <\/span><\/li>\n<li><span style=\"font-size: small;\">To achieve cross-selling targets across all respective business lines to meet revenue and unit targets. <\/span><\/li>\n<li><span style=\"font-size: small;\">Participate actively and effectively in product launches and other new company or unit initiatives.<\/span><\/li>\n<\/ul>\n<h3 style=\"text-align: left;\">Desired Skills and Experience<\/h3>\n<ul style=\"text-align: left;\">\n<li><span style=\"font-size: small;\">5+ Years experience in MENA relationship management in a Financial Institution<br \/>\nA portfolio of HNWI and Institutions<br \/>\nProven track record in financial and product sales and relationship building <\/span><\/li>\n<li><span style=\"font-size: small;\">Education: Bachelors and\/or Masters Degree (preferably specializing in Finance) <\/span><\/li>\n<li><span style=\"font-size: small;\">Languages: English and Arabic <\/span><\/li>\n<\/ul>\n<p style=\"text-align: left;\"><span style=\"font-size: small;\"><strong>If you are interest for the position, you can send your CV at the hr department of <\/strong><strong>Manager\u2019s Office <\/strong><strong>via email <\/strong><\/span><strong><a href=\"mailto:hr@managersoffice.net\"><span style=\"font-size: small;\">hr@managersoffice.net<\/span><\/a><\/strong><\/p>\n<\/div>\n<p style=\"text-align: left;\">","protected":false},"excerpt":{"rendered":"<p>Business Development-UAE-BD-269554<\/p>","protected":false},"author":1,"featured_media":7932,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mo_disable_npp":""},"categories":[173,174],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v15.7 - 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