Relationship Manager- Priority Banking

Role Purpose

To attract deepen grow and manage financial relationships with affluent clients using full range of banking products and tools utilizing a team-based approach to provide complete solutions to clients financial needs.

Key Accountabilities

Client/Business Acquisition

• Generating of new business via outbound marketing activities, gold center contacts and existing network.
• Increasing team revenue and productivity by cross‑selling and up‑selling.
• Acquiring new to bank customers.
• Identifying new potential expansion locations.
• Converting inbound and outbound leads to sales.
• Building a strong trust relationship with key customers.
• Maintaining a loyal pool of customers/alliances who refer potential customers.
• Carrying out the function(s) of promoting the financial products.
• Collection of the required information and data.
• Evaluation of the clien...