
Key responsibilities
Client management: Build and nurture long-term relationships with clients, acting as their primary point of contact for inquiries and issues.
Financial advising: Understand client goals, risk tolerance, and needs to provide personalized advice and recommend suitable banking products and services (e.g., loans, investments, savings).
Sales and growth: Identify and pursue opportunities for cross-selling and upselling to increase revenue and "wallet share".
Client acquisition: Actively work to acquire new clients through presentations and networking.
Problem-solving: Proactively resolve client issues and complaints in a timely and professional manner.
Data analysis: Analyze customer data and market trends to identify growth areas and improve retention strategies.
Reporting: Maintain accurate records in CRM tools and prepare performance reports for both clients and management.
Internal collaboration: Work with internal teams (e.g., sales, product, operations) to ensure seamless service delivery.
Required skills and qualifications
Proven experience as a relationship manager or similar role in banking or financial services.
Strong interpersonal, communication, and client-building skills.
Proficiency with CRM software.
Excellent problem-solving and analytical skills.
A customer-first mindset with a focus on satisfaction and retention.
Knowledge of the bank's products, services, and industry trends.