Relationship Manager functions

Relationship Manager functions

Function of   Relationship Manager (Liabilities)

  Duties and Responsibilities

Preparing and implementing action plans and programs for mobilizing deposits, opening of accounts and obtaining new profitable corporate business.

  • Consulting and advising customers on appropriate investment options.
  • Marketing for deposits in both local and foreign currencies from corporate customers.
  • Consulting with customers with a view to identifying their special needs and designing facilities that would best suit their requirements.
  • Carry out regular visits to existing and potential corporate clients and to ensure quality service to each corporate customer.
  • Setting up meetings with new clients
  • Researching the latest products and regulations
  • Looking for new sales opportunities

Required skills

Excellent communication and interpersonal skills.

  • Certificate in Financial Planning (CII)
  • Certificate for Financial Advisers (IFS)
  • Excellent analytical skills.
  • Should have a business development mindset.
  • Should be result oriented, with ability to work under pressure and deliver on time.
  • Willing to travel widely within
  • Well versed with KYC/AML compliance requirements
  • Well versed in the Banks products (state the products or services)
  •  Excellent communication and listening skill
  • The ability to explain complex information clearly and simply
  • Good sales and negotiation skills
  • An interest in financial products and markets
  • Good mathematical and computer skills
  • Plenty of drive, initiative and motivation
  • An honest and trustworthy manner
  • Attention to detail
  • The ability to analyze and research information

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