Relationship Manager at The People Practice

Our client, a real estate and lifestyle development organization, is looking to hire a Relationship Manager will play a key role in driving the bank’s deposit mobilisation efforts by building and maintaining key relationships with high-net-worth individuals, SMEs, and corporate clients. The ideal candidate will leverage financial technology to deliver personalised banking solutions while achieving deposit and fixed-income targets.

Responsibilities

Business Development

• Identify and onboard new clients with a focus on deposit mobilization and fixed-income investments.
• Develop strategies to achieve set deposit growth targets and ensure high client retention.

Client Relationship Management

• Build and maintain strong relationships with clients, providing tailored financial solutions.
• Act as the primary contact for clients, ensuring satisfaction and addressing queries or concerns promptly.

Product Knowledge and Sales

• Educate clients on the bank’s deposit and fixed-income offerings, including features, benefits, and risks.
• Upsell and cross-sell banking products based on client needs.

Market Research and Strategy

• Monitor market trends and competitor activities to identify new opportunities.
• Provide feedback to the product development team for innovative solutions.

Compliance and Reporting

• Ensure adherence to all regulatory requirements in client onboarding and transactions.
• Prepare and present weekly performance reports to management.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Professional certifications (e.g., CFA, CIBN) are an added advantage.
• Minimum of 3–5 years of experience in a financial services or banking environment.
• Proven track record of deposit mobilisation and working with high-net-worth clients.
• Strong knowledge of banking products, especially fixed-income instruments.
• Proficiency in leveraging technology and digital banking tools.

Must have skills

• Excellent interpersonal and communication skills.
• Analytical skills with the ability to interpret financial data and market trends.
• Sales and negotiation expertise.