Bank Relationship Manager

Job Responsibilities

• Build, develop, and maintain strong relationships with new and existing clients.
• Identify clients' financial needs and recommend suitable banking products and services.
• Manage and grow a portfolio of clients to achieve business and revenue targets.
• Proactively acquire new customers through networking, referrals, and business development activities.
• Provide professional financial advice and deliver excellent customer service.
• Cross-sell and up-sell banking products such as deposits, loans, investments, insurance, and wealth management solutions where applicable.
• Conduct regular client reviews to ensure clients' financial objectives are met.
• Ensure compliance with regulatory requirements, internal policies, and banking procedures.
• Prepare and maintain accurate client records and documentation.
• Collaborate with internal stakeholders to deliver appropriate banking so...