Relationship Manager

The Function Purpose

Serve and manage the daily banking transactions of “Affluent clients,” help grow the portfolio of “Affluent centers” in alignment with the Consumer Banking business strategy.

Main Responsibilities

• Achieve annual set financial targets.
• Develop new customer relationships and expand existing high net worth customers relationship.
• Manage clients’ portfolio ensuring profitability and growth.
• Ensure a high level of customer service and experience orientation.
• Cross-sell existing bank products to customers and ensure proper portfolio management.
• Inform customers of new products or product enhancements to further expand the banking relationship.
• Inform customers on the various investment options and refer them to the Wealth team for advisory services.
• Maintain complete relationship records for assigned customer accounts.
• Resolve customer issues and/or complaints and ensure superior service recovery.
• Track customer complaints/queries and turnaround times for customer satisfaction.

Background

• Bachelor's degree
• (3+) years of relevant experience