Relationship Manager
Core
Manage and grow a portfolio of client relationships within the Banking Sub-Segment by proactively identifying opportunities, acquiring new business, and delivering tailored financial solutions.
Role type
Relationship Manager
Builds
Banking products and services
Domain
Banking
Deliverable
client delivery
Required skills
relationship management, strategic engagement, sales strategy, cross-selling, upselling, client retention, regulatory compliance, financial solutions design, networking, stakeholder collaboration
Responsibilities
Manage and grow a portfolio of clients through proactive relationship management and strategic engagement. Conduct regular client reviews to understand evolving financial needs and deliver tailored solutions. Drive cross-sell and upsell opportunities across banking products and services to meet growth targets. Define and execute a sales portfolio growth strategy aligned with segment objectives and business goals. Deliver exceptional service that exceeds customer expectations through innovative and appropriate solutions. Identify customer needs and provide customised financial offerings while promoting digital adoption. Arrange networking sessions, seminars, and client engagement activities to strengthen relationships. Collaborate with internal stakeholders to ensure seamless service delivery and client satisfaction. Monitor client satisfaction levels and resolve queries or complaints promptly and professionally. Ensure compliance with regulatory requirements and internal governance standards. Maintain accurate client records and ensure timely reporting and documentation. Contribute to branch or segment profitability through revenue generation, cost control, and efficient resource utilisation. Proactively drive performance targets and take accountability for achieving sales and service goals.