Relationship Managers
Relationship Managers
Posted on :
23-01-2024
Employer Active
1 Vacancy
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Job Description
- Aquisition and management of HNIs and corporate entities
- Acquire new retail clients through developing professional relationships based on trust empathy credibility and ethical conduct.Advise retail clients on their personal financial needs and objectives by analysing their financial needs and objectives recommend suitable inhouse off the shelf financial solutions and execute clients instructions on their banking and financial transactions.
- Perform acceptance checks and onboarding of retail clients in accordance with established policies and procedures.
- Perform ongoing servicing of retail client accounts and identify any potential opportunities for extending basic banking services.
- Managing clients investment portfolios to ensure financial success
- Discussing major financial goals of clients to better understand their objectives
- Updating clients and customers on their portfolio activity and success
- Maintaining strong relationships with clients to build trust
- Proactively seeking new clients for the bank
- Developing presentations for new clients to help them understand how the bank can help them
Requirements
B.s/HND in any field with at least 2 years of experience as a Relationship Manager in the Banking Sector
Employment Type
Full Time
Key Skills
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