Analyst Channel Relationship Manager Portfolio Small Medium Enterprises
Posted Updated
Description
You will acquire new-to-bank SME liabilities clients and develop the assigned portfolio. You will promote operating accounts, term deposits, and transaction-banking products, recommend appropriate solutions, keep current on available offerings, and provide timely updates.
Responsibilities
- Drive liabilities sales through new-to-bank client acquisition
- Acquire clients for operating accounts, term deposits, and transaction-banking products
- Maintain knowledge of available offerings
- Recommend solutions based on customer needs
- Provide timely updates
Requirements
- Have preferably more than 10 years of portfolio management experience
- Understand the sales process
- Have desirable liabilities, cash management, trade, and foreign-exchange sales experience
- Know the mid-market and SME segment
- Hold a postgraduate or equivalent degree
- Understand banking and sales
- Be proficient with the internet and Microsoft Office
- Understand cash management and transaction banking
- Understand AML risk
- Understand trade and foreign-exchange banking products
- Understand banking regulations and KYC requirements
- Know financial markets and products
Benefits
- Flexible working