Relationship Manager Mid Corporate and High Touch
Core
Manage and grow a defined portfolio of mid-corporate clients by delivering tailored financial solutions, driving revenue and asset growth, and ensuring client retention.
Role type
Mid-level Relationship Manager (Banking)
Builds
Client portfolios, lending opportunities, and product utilization
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, portfolio management, revenue growth, balance sheet management, cross-sell and upsell strategies, credit and lending processes, regulatory compliance
Responsibilities
Manage and grow client portfolio to achieve revenue and retention targets, identify lending opportunities and support credit solutions, drive liability growth through client acquisition and product utilization, execute relationship management strategies, identify cross-sell and upsell opportunities, monitor portfolio performance and implement corrective actions, collaborate with Credit, Risk, Product and Operations teams, manage client onboarding and servicing, resolve escalated client issues, prepare portfolio performance reports
Seniority
Mid-level, supervisory experience required