Relationship Manager

Key Responsibilities:

• Acquire customers for Current Account and Savings Account products from individuals, small businesses, trusts, associations, societies, and corporates.
• Achieve and increase business volume and customer numbers.
• Cross-sell third-party products such as Insurance, Gold, Locker, FD, and Asset Products.
• Retain customers through efficient service during the first three months post-acquisition before handing over to Relationship Officers.
• Perform cold calling to generate leads and secure appointments.
• Understand customers occupations and financial needs.
• Introduce and explain suitable banking products to customers.
• Resolve queries and problems of converted customers.
• Manage and maintain an accurate customer database.

Top 6 Technical Skills/Tools:

Customer Acquisition, Cross-Selling, Cold Calling, Appointment Setting, Banking Product Knowledge, Database Management