Relationship Manager - Banking (225-915)

As a Relationship Manager in the banking sector, you will be the pivotal point of contact for clients ensuring that they receive personalized financial advice and services that align with their needs. You will be responsible for nurturing and growing client relationships by understanding their financial goals and providing suitable solutions. This role involves a deep understanding of banking products, exceptional customer service skills, and the ability to analyze financial data. Your ability to develop trust and maintain strong client relationships will be instrumental in driving the bank's success. Working collaboratively with internal departments, you will contribute towards meeting business growth and customer acquisition targets while ensuring compliance with banking regulations and industry standards.

Responsibilities

• Develop and maintain profitable relationships with individual and corporate clients.
• Provide personalized financial advice and solutions that meet client needs.
• Conduct regular client meetings and reviews to assess client requirements.
• Analyze and interpret financial data to develop tailored financial plans.
• Cross-sell banking products and services to deepen client engagement.
• Ensure client portfolios are managed in line with risk and compliance policies.
• Identify new business opportunities to enhance the client base and revenue growth.
• Stay informed of market trends and regulatory changes affecting banking products.
• Coordinate with internal teams to ensure seamless client service delivery.
• Prepare regular reports and presentations to update management on relationship management activities.
• Resolve client issues and complaints in a timely and professional manner.
• Implement strategies to improve client satisfaction and loyalty.

Requirements

• Bachelor's degree in Finance, Business Administration, or related field required.
• Proven experience as a Relationship Manager or similar role in banking.
• Strong knowledge of financial products and banking services.
• Exceptional analytical skills with the ability to interpret complex financial data.
• Excellent customer service skills and a client-focused mindset.
• Strong communication and interpersonal skills to build effective relationships.
• Ability to work under pressure and handle challenging client situations professionally.