Relationship Manager – Banking

Job Description

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Job Title: Relationship Manager – Banking

Job Description:
We are seeking a dynamic and client-focused Relationship Manager – Banking to join our reputable financial institution. The Relationship Manager will be responsible for managing and growing a portfolio of high-value clients by providing personalized banking solutions, fostering long-term relationships, and ensuring excellent client satisfaction.

Key Responsibilities:

• Develop and maintain strong relationships with existing and prospective clients through regular meetings, calls, and networking activities.
• Identify clients’ financial needs and provide customized banking solutions, including loans, credit facilities, investment products, and wealth management services.
• Act as the primary point of contact for all client queries, ensuring prompt resolution of issues and delivering exceptional customer service.
• Work closely with internal teams such as credit analysts, product specialists, and branch managers to deliver tailored financial products.
• Meet and exceed assigned sales targets and revenue goals through cross-selling and up-selling appropriate banking products.
• Conduct regular portfolio reviews to monitor clients’ financial health and proactively suggest suitable financial planning strategies.
• Keep abreast of market trends, regulatory changes, and competitive products to provide up-to-date advice to clients.
• Prepare and present periodic reports on portfolio performance, client feedback, and market opportunities to senior management.
• Ensure compliance with banking policies, risk management, and KYC/AML regulations at all times.

Qualifications and Skills:

• Bachelor’s degree in Finance, Business Administration, Banking, or a related field. A Master’s degree or professional certification (e.g., CFP, CFA) is a plus.
• Proven experience as a Relationship Manager in banking, wealth management, or financial services.
• Strong understanding of banking products, financial instruments, and credit assessment.
• Excellent interpersonal, negotiation, and communication skills.
• Results-oriented with a proactive approach to meeting targets and solving clients’ problems.
• High level of integrity and ability to handle confidential information.
• Proficiency in CRM systems and MS Office Suite.

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