RELATIONSHIP MANAGER – PREMIUM BANKING

  • Location:
  • Salary:
    negotiable
  • Job type:
    Full-Time
  • Posted:
    3 weeks ago
  • Category:
    Banking & Financial Services, Distribution, Services
  • Deadline:
    November 27, 2023

Overview

JOB PURPOSE
Responsible for growing both Assets and Liabilities (Deposits) of affluent clients; Advising the department on business strategy and guiding Relationship Officers/Bank Officers in recruiting business customers to ensure portfolio/ business growth.
SUMMARY OF THE KEY DUTIES AND RESPONSIBILITIES 
  • Pro-actively managing and developing effective client relationships, identifying and managing solutions to meet a wide range of client needs, and promoting products and services
  • Generating and growing revenue streams through effective client management
  • Developing a comprehensive understanding of the client’s financial needs and demonstrating strong product and service knowledge in order to match the bank’s offering with the client’s needs
  • Generating new client acquisitions and selling products to new clients; liaising with the sales team to ensure the quality of leads referred is to the required standard
  • Conducting KYC reviews and risk assessments associated with on-boarding new clients
  • Overseeing the credit risk associated with assigned client relationships
  • Coordinate with Relationship officers/Branch Managers to prepare appropriate financial structure for managing risks and realizing economic value
  • Proactively engage with other stakeholders of the bank to ensure the portfolio is maintained to the highest standard.
  • Maintaining and updating accurate client information; taking ownership of client service requests and inquiries
  • Making proactive client calls and responding swiftly to client requests
  • Working with other Relationship officers to enhance the service offered and improve revenue generation
  • Preparing presentations to senior management to appraise them of new business development plans and strategies.
  • To ensure the performance criteria ratio is maintained within the acceptable risk level.
  • Identify customer needs and refer customers to appropriate banking services and specialists
  • Handling any inquiries and resolving customer complaints.
(Knowledge, skills, qualifications, and experience required for a satisfactory job performance)

 A: Required Qualifications

· Bachelor’s degree in Business Administration, Marketing, Banking and Finance or any other relevant fields

· MBA will be an added advantage

B: Required Experience:

Three years experience in Corporate Banking or handling Premier clients.

C: Required knowledge and skills

  • Sound knowledge of the Bank’s products and offerings.
  • Good communication and presentation skills.
  • Share valuable and understandable information on products and services.
COMMUNICATION  AND FUNCTIONAL RELATIONSHIP
(Detail the working contacts within and outside the organization, indicating the purpose of the contact)

  • Head of Corporate Banking
  • Head of SME & Retail Banking
  • Customers
  • Branch Manage

 

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