Relationship Manager

Relationship Manager – Bank
Job Description:
Manage and develop relationships with existing and prospective banking customers by understanding their financial needs and providing suitable banking products and services. The role involves customer acquisition, portfolio management, cross-selling, service support, and achievement of assigned business targets.
Responsibilities:
- Build and maintain strong relationships with existing and prospective customers.
- Acquire new customers through leads, referrals, field visits, and business development activities.
- Understand customers' financial requirements and recommend suitable banking products.
- Promote and cross-sell products such as savings/current accounts, loans, deposits, insurance, cards, and investment products, as applicable.
- Achieve assigned sales, revenue, customer acquisition, and portfolio targets.
- Manage the assigned customer portfolio and ensure regular customer engagement.
- Process customer requests and coordinate with relevant bank departments for timely resolution.
- Follow up on leads, applications, documentation, and pending transactions.
- Maintain accurate customer and sales records in the bank's systems.
- Ensure compliance with KYC, banking policies, and applicable regulatory requirements.
- Handle customer queries and resolve service issues professionally.
- Monitor customer feedback and identify opportunities for retention and business growth.