Relationship Managers Commercial Bank
Relationship Managers Commercial Bank
Posted on :
10-01-2025
Employer Active
1 Vacancy
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Job Description
Key Responsibilities:
Client Acquisition & Onboarding
- Identify potential clients and develop strategies to onboard them.
- Conduct market research and prospecting to expand the customer base.
- Establish and maintain relationships with highnetworth individuals small businesses and corporate clients.
- Identify potential clients and develop strategies to onboard them.
Account Management
- Serve as the primary point of contact for assigned clients.
- Ensure client retention by delivering personalized financial solutions.
- Resolve client queries and complaints promptly.
- Serve as the primary point of contact for assigned clients.
Sales & Revenue Generation
- Promote the bank s products including loans deposits credit facilities and other services.
- Crosssell additional products like insurance investment options and treasury services.
- Meet or exceed sales and revenue targets.
- Promote the bank s products including loans deposits credit facilities and other services.
Financial Analysis & Credit Assessment
- Analyze client financials and assess creditworthiness.
- Prepare and present credit proposals for loan approvals.
- Monitor and manage loan performance ensuring timely repayment.
- Analyze client financials and assess creditworthiness.
Customer Relationship Development
- Conduct regular client meetings to review account performance and identify new opportunities.
- Build trust and ensure longterm relationships by delivering superior customer service.
- Organize clientfocused events and seminars to strengthen relationships.
- Conduct regular client meetings to review account performance and identify new opportunities.
Risk Management & Compliance
- Adhere to regulatory guidelines and the bank s risk management policies.
- Monitor client accounts to ensure compliance with terms and conditions.
- Report suspicious activities in accordance with antimoney laundering policies.
- Adhere to regulatory guidelines and the bank s risk management policies.
Skills & Qualifications:
- Education: Bachelor s degree in Finance Business Administration Economics or related field (Masters degree is an advantage).
- Experience: 3 years of experience in banking financial services or client relationship management.
- Skills:
- Strong interpersonal and communication skills.
- Sales and negotiation skills.
- Financial analysis and risk assessment.
- Proficiency in CRM software and banking platforms.
- Strong interpersonal and communication skills.
- Attributes:
- Customerfocused and resultsoriented.
- Excellent problemsolving and decisionmaking abilities.
- Strong understanding of banking regulations and market trends.
- Customerfocused and resultsoriented.
Employment Type
Full Time
Key Skills
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