Specialist – Private Banking Services at Emirates NBD

NBD Career
NBD Career

Job Description

  • Manage client’s accounts and execute Basic Banking transaction requests (transfers, cheques clearing, cash transactions, opening, closing and renewal of Fixed Deposits, account opening, maintenance, closure etc.)
  • Coordinate with Operations, Credit, Compliance , legal and other relevant departments to support the Relationship Managers to execute client instructions
  • Exercise appropriate checks and controls as per Bank’s policies under the Assistant Managers supervision
  • Communicate directly with the client on operational matters and for call back confirmations.
  • Ensure Client Confidentiality and related processes
  • Prepare basic documentation (e.g. IOSIR, compliance, account opening forms, etc.) and keep client records
  • Ensure complete and accurate information is provided in all client documentation, before submission to operations and other departments, under the Assistant Managers supervision
  • Assist other (senior) team members as and when required
  • Attend to service requests and ensure every query is addressed in given timeline.
  • Raise Service Requests to other departments and follow up on the progress.
  • Placing trade orders on Moxy for buy & sell of investment instruments.
  • Coordinate with investment advisors on clarification regarding investment transactions.
  • Back up colleagues as and when required.
  • Assist RMs with annual review – collection of documents and tracking to relevant departments and follow up on completion.
  • Sending transaction copies for archival.

Job Requirements

  • Degree in a relevant field or equivalent
  • CISI certification required
  • Minimum 1-2 years related work experience
  • Experience in a customer care / service environment
  • Experience in the framework and business etiquette in MENA markets
  • Advanced knowledge of Basic Banking products & services as well as associated operational processes
  • Good understanding of Compliance, Due Diligence and Anti-Money Laundering Acts as well as standard banking procedures
  • Diligent with an attention to detail
  • Customer Service attitude and professional behavior
  • Fluent in English, Hindi / Urdu

Apply Via The Following Link