Relationship Manager
Technical and Executive Responsibilities
- Manage the client portfolio effectively, ensuring increased sales and cross‑selling (offering additional products), while also generating potential leads from existing clients. Analyze customized client needs to ensure successful cross‑selling and referrals, as well as provide regular market updates and trend analysis to clients.
- Responsible for achieving the annual financial targets.
- Develop the project pipeline by growing the current client portfolio and acquiring new clients.
- Strengthen client relationships with the bank in line with relevant business goals and objectives.
- Provide wealth management advice and investment products/solutions to ultra‑high‑net‑worth clients based on appropriate risk profiling.
- Ensure that clients receive periodic reports on their investment portfolios whenever required.
- Ensure high efficiency and superior customer service while contributing to the overall client experience.
- Proactively resolve client issues/complaints and ensure superior service recovery.
- Proactively contribute to profitability and growth by achieving targeted goals.
- Sell various banking products and services while ensuring proper portfolio management.
- Responsible for delivering the highest level of service and ensuring high‑quality processed applications through the center.
- Ensure adherence to audit controls to eliminate any fraudulent activities, risks, or unnecessary exposure.
- Communicate and coordinate with relevant departments to maintain and improve customer service standards.
- Perform any additional job‑related duties assigned by the direct manager.
Qualifications
Required Educational Level
A bachelor’s degree in Business Administration or an equivalent field, provided that relevant experience in the required domain is demonstrated.
Required Experience
A minimum of 3–4 years of experience in banking or related business fields.