Relationship Manager at Sage Grey Technologies Limited

Description

• The Relationship Manager will support the execution of corporate banking and business development strategies by managing client relationships, driving deposit mobilization, and contributing to the growth of the company’s asset and liability portfolio.
• The role requires a proactive, commercially driven professional with strong relationship management skills and the ability to identify and convert business opportunities across corporate, institutional, and high-net-worth client segments.

Key Responsibilities
Client Acquisition & Relationship Management:

• Support the development and maintenance of relationships with corporate, institutional, and HNI clients
• Identify new business opportunities and convert prospects into active clients
• Manage assigned client portfolios to ensure satisfaction, retention, and growth
• Provide tailored financial solutions that meet client needs and drive revenue

Business Development & Revenue Generation:

• Drive deposit mobilization and support liability growth targets
• Assist in achieving assigned asset and liability benchmarks
• Cross-sell company products including lending, investment, and advisory services
• Support execution of strategies aimed at expanding the client base

Market Intelligence & Client Insight:

• Gather and report market intelligence, competitor activity, and client feedback
• Identify emerging opportunities within assigned sectors
• Provide insights to support strategic decision-making by management

Operational Support & Execution:

• Prepare and maintain accurate client records, reports, and pipeline updates
• Support execution of approved marketing and business development strategies
• Ensure compliance with internal policies and regulatory requirements

Reporting & Performance Tracking:

• Submit periodic reports on client activities, pipeline development, and performance
• Provide updates to the Senior Relationship Manager on progress against targets
• Support forecasting of business opportunities and revenue projections

Execution & Compliance:

• Ensure proper documentation and compliance with internal policies
• Execute assigned tasks from Senior Relationship Manager and management

Key Performance Indicators (KPIs)
Value of deposits mobilized and assets generated:

• Number of new clients onboarded
• Growth and retention of assigned portfolio
• Conversion rate of leads to active clients
• Quality and timeliness of reports submitted
• Contribution to team and departmental targets

Required Qualifications & Experience

• Bachelor’s Degree in Finance, Economics, Business Administration, or related field
• 3–6 years’ experience in banking, financial services, or corporate sales/marketing
• Strong understanding of credit, deposits, and investment products
• Demonstrated experience in client relationship management and sales
• Strong communication, negotiation, and interpersonal skills
• Ability to work in a target-driven and fast-paced environment

Core Competencies:

• Client-centric mindset
• Sales and business development orientation
• Strong analytical and problem-solving skills
• Relationship building and networking ability
• Result-oriented and performance-driven attitude
• Attention to detail and execution discipline.