Relationship Manager

Key Responsibilities:

• Generate new business to achieve defined sales targets.
• Build and deepen relationships with existing wealth customers to increase share of wallet and revenues.
• Provide professional customer service to ensure high customer satisfaction and retention.
• Continuously engage in self-development.
• Manage the portfolio to minimize attrition and ensure stability of the book.
• Monitor and achieve key performance indicators at the highest level.
• Maintain complete knowledge of the customer base including profile, demographics, psychographics, and assets.
• Achieve targets for product mix and cross-sell objectives.
• Maximize sales process efficacy through best-in-class productivity.
• Execute aggressive sales call plans to acquire large prospective customers via referrals.
• Ensure customer base coverage in line with the approved Relationship Matrix.
• Manage customer transitions with sensitivity.
• Maintain awareness and compliance with policies related to money laundering prevention.
• Report any suspicious transactions immediately to the supervising officer.