Relationship Manager First

Position: Relationship Manager Yes First
SECTION III:

KEY RESPONSIBILITIES /

ACCOUNTABILITIES

Strategic/ Managerial Responsibilities

Team Leadership:
Leading a team of relationship managers, providing guidance, training, and support to ensure effective client management
Client Relationship Management:
Developing and maintaining strong relationships with high-value clients, understanding their financial needs, and ensuring a high level of customer satisfaction
Strategic Planning:
Contributing to the development and implementation of strategic plans to achieve business objectives and revenue targets

Core Responsibilities

Sales and Business Development:
Driving business growth by identifying opportunities for upselling, cross-selling, and expanding the bank's products and services to existing clients.

People Management Or Self-Management Responsibilities

Collaboration:

Collaborating with other departments, such as product development, marketing, and risk management, to ensure a cohesive and integrated approach to client services.
Performance Analysis:
Monitoring and analyzing the performance of the relationship management team, implementing performance improvement initiatives, and reporting on key performance indicators.
Communication:
Effectively communicating with internal stakeholders, executives, and clients to convey strategic initiatives and address any concerns.

Risk And Internal Control Responsibilities

Risk Management:

Assessing and managing risks associated with client relationships, ensuring compliance with regulations, and implementing measures to mitigate potential issues
Compliance:
Ensuring that all client interactions and practices comply with banking regulations and internal policies.
Market Research:
Staying informed about market trends, competitor activities, and industry developments to identify opportunities and threats.