Relationship Manager - Current Accounts

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Job Description

New client acquisition

Source new-to-bank (NTB) current account customers for premium or business segments through market visits, industry scoping, and referrals.
Engage in direct customer interaction and canvassing to expand the current account customer base within a designated catchment area.
Explain and sell various current account products and services to prospective business customers.

Relationship and portfolio management

Develop and maintain long-term, profitable relationships with existing business clients.
Act as the primary point of contact for customer queries, service issues, and account-related needs.
Deepen existing relationships by cross-selling and upselling other banking products, such as liabilities, investments, insurance, and loans.
Capture and maximize business opportunities through detailed client profiling.

Sales and target achievement

Achieve allocated sales targets for new customer acquisition and portfolio growth.
Plan and execute sales tactics, including conducting regular customer meetings and portfolio reviews.
Maintain accurate and timely records of all sales activities and customer interactions using the bank's CRM system.