Relationship Manager at Gabsyn Peyzs

We are currently recruiting for a relationship manager who would source for new investors, manage relationships with existing clients, and enlighten clients on financial services we have to offer them.

The relationship manager would be required to manage a diverse portfolio of clients and can work with high net worth individuals and act as a primary point of contact and trusted advisor to the clients and, over time, retain and enhance this relationship, driving the relationship profitability and client satisfaction. Relationship managers are also required to identify and acquire new clients in order to generate new business. This will often involve preparing and delivering presentations and pitches to prospective clients, as well as ensuring a smooth on-boarding process.

Responsibilities

• Develop a robust corporate, SME and individual client pipeline of investors
• Ensure retention of assigned client portfolio & achieve growth of portfolio size in revenue
• Source for stable deposits and fixed income for the company
• Manage and Develop relationships with clients and expand client network in professional and social settings
• Present investments opportunities and related analysis while pitching proposed course of action in meetings with clients
• Design and Implement a strategic business plan that expands company’s customer base and ensure its strong presence.
• Ensuring regular contact with existing clients to maintain our company's presence.
• Repairing disengaged or fractured relationships.
• Conducting in-depth needs assessments to better understand each client's needs.
• Settling clients' concerns in a swift and professional manner.
• Harnessing internal relationships to better address clients' needs and to maximize our profits.
• Maintain and update the database related to customer relationship management
• Develop, maintain, and update client investment portfolios as well as the reports related to their investments
• Perform analysis of the portfolios and help in preparation of periodic investment performance reports

Requirements

• BSc/HND in Marketing or any other related discipline
• Minimum of 4 years’ experience in the Banking or MFI sector
• Minimum of 3 years’ experience sales experience
• Great interpersonal skills