Corporate Title: Relationship ManagerWork Arrangement: OnsiteOur Branches/Stores are looking for experienced professionals to join us in multiple sites listed above in the role of Relationship Manager.
As a Relationship Manager, you will drive the business by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring customer satisfaction and retention. Stay abreast of market trends and competitor activities, continually enhancing service levels and operational efficiency.
What the role will entail Generation and maintenance of business to achieve sales targets.Sourcing, calling, and presenting bank products/services/investment opportunities to individuals.Building an information database on existing high-net-worth clients to support relationship-building and cross-selling efforts.Implementing cross-selling and other relationship-building activities, prioritizing based on existing/potential business and revenue contribution of clients in assigned portfolio.Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services for them to achieve their personal financial and investment objectives.Participating in promotional activities/events for client acquisition.Building and managing relationships.Fostering and deepening customer relationships by providing regular market information updates and trend analyses on local equities, bonds, and other investment instruments through market specialists; conducting follow-up calls/visits to assist them in their investment decisions.Conducting regular checks on market trends and competitors' program offerings and activities and initiating efforts to increase the attractiveness of EWB program/product differentiation against its competitors.Providing professional service to achieve customer satisfaction and retention.Practicing service excellence in handling customer issues, complaints, and product inquiries in a timely, problem-free, and responsive manner.Providing a high level of professionalism in conducting financial analysis and profiling with customers.Recommending improvements in operational processes, procedures, and products based on monitoring of customer feedback to ensure constant enhancement of service levels and efficiency.What you can expect from joining our team Career development and training opportunities.Competitive salary package and benefits.Performance-based incentives and recognition programs to reward high-performing individuals.Opportunity to work with industry experts and be mentored by them.Defined career progression paths to guide you in your professional growth.
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