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Relationship Manager
2 months ago
Job Description
- This role will focus on customer acquisition through referrals and the bank's value chain while maintaining strong relationships with existing clients.
Responsibilities
- Identify and establish new HNI/UHNI relationships within the value chain marketing strategy.
- Review and guide team members' call plans to ensure targets are met.
- Collaborate with account officers to convert identified prospects and clusters.
- Proactively identify customer needs and offer suitable products/services.
- Regularly assess and refine customer segment marketing strategies and make improvement recommendations.
- Conduct regular visits and calls to key decision-makers in existing customer networks to strengthen relationships.
- Provide coaching and development opportunities to team members.
- Monitor and evaluate team performance to ensure goals are achieved.
- Undertake additional responsibilities as assigned by the Head of Private Banking.
Key Performance Indicators
- Liability growth
- Loan book growth
- Premium credit card sales
- HNI/UHNI account acquisition
- Cross-selling sign-on rates
- Business volume growth across deposits, loans, and fees
- Revenue/PBT growth
- Private Banking initiatives and drives.
Requirements
- Bachelor's Degree in Business Administration, Marketing, Banking & Finance, or a related field.
- Strong experience in customer relationship development/management.
- Excellent negotiation, problem-solving, and conflict resolution skills.
- Solid understanding of Private Banking, Wealth Management, and Retail Banking markets.
- Proficiency in product knowledge, sales, and credit appraisal/analysis.
- Supervisory skills with a focus on team building and conflict management.
- Strong organizational and managerial capabilities.