The Privilege Banking Relationship Manager will be responsible for acquiring, developing, and managing high-value and affluent customers by providing personalized financial solutions, strengthening customer relationships, achieving assigned business targets, and ensuring an exceptional banking experience. The role will also ensure operational excellence, effective risk management, and full compliance with regulatory requirements and the Bank’s internal policies.
Key Responsibilities:
1. Business Development & Customer Acquisition
Achieve assigned deposit and business targets through effective customer engagement and portfolio development
Acquire new and quality Privilege Banking customers through referrals, networking and market opportunities
Identify opportunities to deepen existing relationships and increase new customer
2. Relationship & Portfolio Management
Build and maintain strong relationships with existing Privilege Banking customers through regular and proactive engagement
Understand customer financial needs and provide appropriate banking solutions
Drive cross-selling of relevant products including deposits, loans, cards, bancassurance and other retail banking solutions
Monitor portfolio performance and take appropriate actions to ensure sustainable growth and customer retention
3. Service Excellence
Deliver a high standard of personalized service consistent with Privilege Banking standards
Ensure timely resolution and proper follow-up of customer requests and complaints
Maintain awareness of the Bank's products, services and competitive offerings to provide relevant customer solutions
4. Compliance & Risk Management
Ensure full compliance with Bank policies, procedures, KYC/AML requirements and applicable regulatory guidelines
Identify and promptly report compliance, operational or customer-related risks and exceptions to the appropriate channel
Ensure timely completion of audit and regulatory requirements applicable to the role
5. Reporting
Provide accurate and timely business reports, customer information and MIS as required
Collaborate with the Centre Manager, Branches and relevant internal units to facilitate customer solutions and business opportunities
Mutual Trust Bank PLC is an equal opportunity employer. We are committed to an inclusive recruitment process and equal opportunity for all job applicants.
Only shortlisted candidates will be contacted for further assessment.
Commitment to delivering personalized and superior customer serviceAbility to establish trust and maintain long-term relationships with affluent and high-value customersØ Excellent verbal and written communication with strong listening and presentation skillsAbility to identify customer needs, present suitable solutions and convert opportunities into businessØ Strong sense of responsibility toward achieving targets and delivering commitmentsMultitasking and ability to work under stressed situationDemonstrates confidentiality, ethical conduct and professionalism in all customer and business dealings
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