Asst. Relationship Manager

PURPOSE OF JOB

The purpose of this role is to build the business, deepen relationships and managing key and potential customers from sales of liabilities, acquisitions, cash management, credit card and retail products to maximize revenue by achieving sales targets.

RESPONSIBILITIES

  • Building relationship with a portfolio of customers assigned to become a first point of contact for their banking needs.
  • Grow the CASA of the existing client portfolio as per the target given.
  • To meet the fee income goal through the existing clients portfolio.
  • To provide a personalized and committed banking services to the customers in the portfolio, such as reviews on customers’ accounts and giving each customer the opportunity to make informed choices on their everyday banking.
  • Identification of cross-sell opportunities in the customer portfolio assigned.
  • Developing and maintaining a sales/queries management data base which can be used for review purposes, analysis of branch performance and reflection for improvement.
  • Working with branch managers to anticipate key issues, identifying useful opportunities and offering professional expertise/solutions to all stake holders.
  • Use referral from existing clients in the portfolio to open new client accounts
  • Have a good understanding of all products/services offered by EXIM to be able to serve the client better.
  • Prepare Position reports to the Branch Manager.

REQUIREMENTS

  • University degree in Business Administration or Economics and relevant professional qualifications in banking, finance or marketing
  • Minimum of two years relevant working experience in a similar position
  • Computer literacy and knowledge of new evolving technology systems
  • Ability to assess customer needs and develop products that suits their needs
  • Self-confident, ambitious, willing to take challenges
  • High energy level and aggressive
  • Self motivated, fast learning with a proven ability to work independently under pressure and high efficiency
  • Experience in structured trade finance, syndication and project financing will be an added advantage
  • Posses in depth understanding and knowledge of retail banking Products viz (liabilities, acquisitions, cash management, credit cards, sales products etc)

Company