Relationship Manager

The Relationship Manager aims to establish, develop and maintain strong, long-term relationships with decision-makers, key stakeholders, store managers and frontliners of Agency Banking partners to ensure customer satisfaction, loyalty, and business growth. Serve as the main point of contact between BPI and brick & mortar partners, understanding their needs, addressing concerns, and ensuring that the services or products provided align with their expectations. Ensure to drive client retention, identify opportunities for upselling or cross-selling, and contribute to the overall success of the business through excellent customer service and relationship management. Contribute to the overall growth strategy of Agency Banking and BPI, as a whole.

Responsibilities

• Accountable for establish, building and maintaining strong, positive relationships with decision makers, key stakeholders, store managers and frontliners of Agency Banking partners to foster trust and loyalty.
• Responsible for understanding and assessing partners’ needs, preferences, and goals to provide tailored solutions and services.
• Ensures prompt and effective resolution of partner issues, concerns, or complaints, maintaining high levels of customer satisfaction.
• Identifies opportunities for upselling or cross-selling additional products or services to existing partners, contributing to revenue growth
• Responsible for maintaining regular communication with partners through meetings, calls, or written correspondence to stay informed about their needs and to provide updates.
• Manages and oversees the execution and renewal of partner contracts, ensuring that terms are met, and agreements are upheld
• Works closely with internal teams (e.g., Sales, Marketing, Training, Customer Support) to ensure a seamless experience for partners and to address any issues that arise.
• Gathers and analyzes partner feedback to identify areas for improvement and to enhance service offerings.
  
  

• Bachelor’s Degree in Accounting, Business Management, Banking & Finance, Mathematics, Statistics, Marketing, Economics
• Minimum of 3 years of experience in sales and relationship management experience
• Knowledge of the services and products of the business unit supported
• Knowledge of sales management processes, policies, and procedures
• Strong communication and presentation skills