Key Responsibilities

• Manage and grow a portfolio of clients through proactive relationship management and strategic engagement.
• Conduct regular client reviews to understand evolving financial needs and deliver tailored solutions.
• Drive cross-sell and upsell opportunities across banking products and services to meet growth targets.
• Define and execute a sales portfolio growth strategy aligned with segment objectives and business goals.
• Deliver exceptional service that exceeds customer expectations through innovative and appropriate solutions.
• Identify customer needs and provide customised financial offerings while promoting digital adoption.
• Build and maintain a strong network of business and social relationships to generate ongoing revenue.
• Arrange networking sessions, seminars, and client engagement activities to strengthen relationships.
• Collaborate with internal stakeholders to ensure seamless service delivery and client satisfaction.
• Monitor client satisfaction levels and resolve queries or complaints promptly and professionally.
• Ensure compliance with regulatory requirements and internal governance standards.
• Maintain accurate client records and ensure timely reporting and documentation.
• Contribute to branch or segment profitability through revenue generation, cost control, and efficient resource utilisation.
• Proactively drive performance targets and take accountability for achieving sales and service goals.

How to Apply

REF Code: R54864-1