Relationship Manager – High Networth Individuals at Exim Bank
Relationship Manager – High Networth Individuals
Exim Bank
Location : Exim Tower
Experience :5 – 8
Posted :30-Jan-2025
Job Description
The purpose of this role is to offer personalized financial solutions and deliver exceptional service to high-net-worth clients. This includes addressing their unique financial needs, fostering long-term relationships, and enhancing customer satisfaction to drive business growth.
Roles & Responsibilities
- Actively work to expand the deposit base by acquiring high-net-worth clients, focusing on both the number of clients and the value of deposits in line with the targets provided.
- Achieve the fee income objectives by managing and growing the portfolio of existing and new-to-bank (NTB) Elite clients, driving overall profitability.
- Build and nurture strong, trust-based relationships with high-net-worth clients to ensure retention and long-term loyalty.
- Provide bespoke financial advice and innovative solutions tailored to clients’ specific needs, considering their unique financial situations and aspirations.
- Serve as the main point of contact for clients, offering exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring satisfaction.
- Regularly assess and review clients’ financial portfolios to ensure alignment with their financial goals, adjusting as necessary to maximize returns and minimize risks.
- Identify and actively pursue new business opportunities, both from existing clients and new prospects, ensuring continuous portfolio growth.
- with internal teams, including Wealth Management, Investment Advisors, and Risk, to provide clients with a comprehensive suite of financial services that meet their needs.
- Continuously stay informed about market trends, financial products, and investment opportunities to offer timely and relevant advice to clients.
- Ensure full compliance with all relevant banking policies, regulatory requirements, and industry standards in all client interactions and transactions.
- Continuously looking for ways to improve service delivery, operational efficiency, and client satisfaction to enhance the overall client experience.
- Perform any other duties as assigned by management, contributing to the overall success of the Elite Banking function.
QUALIFICATION AND EXPERIENCE REQUIRED
- University degree in Business Administration or Economics and relevant professional qualifications in banking, finance, or marketing
- Minimum of 8 years relevant working experience in a similar position
- Computer literacy and knowledge of new evolving technology systems
COMPETENCY REQUIRED
- Demonstrated ability to assess customer needs and design products that effectively address those requirements.
- Self-assured, goal-oriented, and eager to take on new challenges with a drive for success.
- Possesses a high energy level and a proactive, results-driven approach.
- Highly self-motivated, quick to learn, and capable of working independently under pressure while maintaining high efficiency.
- Experience in structured trade finance, syndication, and project financing is considered an asset.
How to Apply: