Relationship Manager at Fidelity Bank

Role Description

• The Relationship Manager is a full-time, on-site role based in Lagos, responsible for managing and growing a portfolio of retail and corporate clients.
• This role involves building strong, long-term relationships, understanding clients’ financial needs, and recommending appropriate banking products and services. The Relationship Manager will conduct regular client meetings, prepare proposals, and coordinate account opening and onboarding activities.
• The role includes monitoring account performance, identifying cross-selling and upselling opportunities, and ensuring high standards of customer satisfaction.
• The Relationship Manager will collaborate with internal teams to resolve client issues, support credit applications, adhere to risk and compliance requirements, and contribute to achieving branch and bank-wide revenue targets.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field; a relevant professional certification (e.g., CIBN) is an advantage.
• Prior experience in relationship management or sales within the banking or financial services industry is highly beneficial.
• Client relationship and account management skills, with the ability to build trust, maintain partnerships, and deliver excellent customer service.
• Sales, business development, and negotiation skills to identify opportunities, close deals, and meet or exceed financial and non-financial targets.
• Strong analytical and financial acumen, including credit analysis, portfolio monitoring, and understanding of banking products and market trends.
• Effective communication, presentation, and interpersonal skills for engaging clients, collaborating with internal stakeholders, and presenting solutions clearly.
• Organizational and time management skills to handle multiple accounts, prioritize tasks, and meet deadlines in a fast-paced environment.
• Proficiency in basic banking software, CRM tools, and Microsoft Office applications.