Key responsibilities

• Pro-actively managing and developing effective client relationships, identifying and managing solutions to meet a wide range of client needs and promoting products and services
• Generating and growing revenue streams through effective client management
• Developing a comprehensive understanding of the client’s financial needs and demonstrating strong product and service knowledge in order to match the bank’s offering with client needs
• Generating new client acquisitions and selling products to new clients; liaising with the sales team to ensure the quality of leads referred is to the required standard
• Conducting KYC reviews and risk assessments associated with on-boarding new clients
• Overseeing the credit risk associated with assigned client relationships
• Maintaining and updating accurate client information; taking ownership of client service requests and enquiries
• Making proactive client calls and responding swiftly to client requests
• Working with other Relationship Managers to enhance the service offered and improve revenue generation
• Preparing presentations to senior management to appraise them of new business development plans and strategies