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