RM Functions Features

Relationship Manager functions

Relationship Manager functions

Relationship Manager functions are given below:

Duties and Responsibilities:

Preparing and implementing action plans and programs for mobilizing deposits, the 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 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 the 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