Relationship Manager: Retail Banking

Anonymous Employer

Job Summary

A reputable financial institution is currently recruiting to fill the role of Relationship Manager in Retail Banking. The individual will be responsible for building, growing and managing the Bank’s Retail clients.

  • Minimum Qualification: Degree
  • Experience Level: Mid level
  • Experience Length: 4 years

Job Description/Requirements


Key Responsibilities

  • Acquire clients through developing professional relationships based on trust, empathy, credibility and ethical conduct
  • Advise clients on their personal financial needs and sell Bank’s products as solutions  
  • Recommend personalized financial solutions, and execute clients' instructions on their banking and financial transactions
  • Onboard retail clients in accordance with established policies and procedures
  • Perform ongoing servicing of Retail client accounts and identify potential opportunities for extending basic banking services


Key Skills / Requirements:

  • 3-6 years of relevant sales experience in retail
  • Must have experience servicing different customers in the retail space
  • Comprehensive knowledge of financial markets and sound knowledge of investment products.
  • Knowledge of industry compliance rules
  • Excellent communication, listening and reporting skills
  • Great sales and negotiation skills

Kindly apply to this job if you meet the specifications above.

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