Relationship Manager (Private Banking) at Terawork

Job Summary

• The Relationship Manager leads initiatives to generate and engage with business partners to build new business for the company.
• This candidate will be focused and have strong communication skills.
• They should be able to think critically when making plans and have a demonstrated ability to execute a particular strategy.

Responsibilities

• Identify potential clients in the target market and complete appropriate research on the prospective client's business and equipment needs
• Develop relationships with prospective clients, while maintaining existing client relationships.
• Partner with sales and marketing team teams to create contract-winning proposals for current and prospective clients.
• Develop strategies to identify new clients through market segmentation and apply different approaches in targeting and selecting clients.
• Establish relationships with product specialists and other internal stakeholders to customize product solutions for clients.
• Lead business development activities for top clients/partners.
• Maintain and cultivate long-term relationships with the customer.
• Execute strategies for cross-selling and up-selling of products and services based on understanding of range of products and client analysis.
• Advocate for a solution or idea that is a win-win for the organization and customer.
• Review client acceptance, Know Your Customer (KYC) and onboarding procedures including handling client documents.
• Seek to improve customer metrics by applying benchmarks of customer management.
• Manage a customer-centric research program that integrates economic and industry trends into the analysis.
• Utilize knowledge of financial instruments to propose funding/ investment strategies as required, Upsell and cross-sell products and services to clients.
• Research and pursue new business opportunities.
• Cross-sell products by leveraging on FI relationships including coordinating with other business units and product specialists to market organizations products and services for customized solutions.
• Enhance clients experience by providing timely information and advice to address their financial needs.
• Handle High Net Worth clients by monitoring financing plans, coordinating, and resolving conflicts and managing expectations of involved parties.

Requirements

• Minimum of B.Sc with a 2.1 in a related degree with professional certification in procurement an added advantage.
• 5 - 6 years of experience as a Relationship Manager in the financial Services Industry especially commercial banks
• Experience in key account management and managing High Network Individuals.