Relationship officer

1 month ago

City of London, United Kingdom Quantum Group Full time
We are inviting applications for Relationship Officers for an International Bank based in Manchester.
Job Purpose :
This is a profile for acquiring new customers which is predominately customer meetings for New Customer Acquisition Team.
Individual is expected to work on creating channels for new business (CA Channel, Freight Forwarder Channel etc)
Acquire new Customers for business bankingBusiness current, savings accounts and term deposits
Foreign Exchange and Treasury Solutions
Trade Finance including bills under collection, letter of credits, bank guarantees, SBLCs
Consolidate and grow the payments, Deposit and remittance business from the acquired portfolio of customers
Generate referrals for commercial real estate lending as well as for personal banking products
Area of responsibility:
Acquire good quality business banking customers across the below identified segments in your catchment areas (as defined by the bank)Exporters and importers
High value local businesses (high value to be defined by the bank from time to time)
Generate leads through research, developing connect with various market participants and develop a database of prospective clients, segmented by size of business.
Research the client and sector to identify possible client needs and solutions Bank can offer.
Generate leads through introducers, CA, solicitors to develop a database of prospective clients, segmented by size of business.
Look at setting up meetings for you and more senior colleagues.
Build and execute a tactical plan to achieve the budgeted objectives of new customer acquisitions, income generation
Work diligently on the client level data provided centrally, by meeting the clients
Daily client engagements (including face to face and telephonic meetings) to be done per thresholds defined by the reporting authority
Active participation in community events, industry forums to generate new business opportunities
Furnish daily business information to the reporting authority
Record and report all client engagements to the reporting authority on a daily basis in a manner asked for by the reporting authority
Liaise with the internal stakeholders, introducers and existing customers to originate referrals for new customer acquisition
Facilitate competitor, market and customer intelligence to various Bank's stakeholders
Plot the market opportunity and work towards increasing the banks market share in the identified segments
Processing of all documentation for on-boarding and servicing of customers in line with the processes defined by the bank
Liaise with the base branch / branches to ensure high levels of servicing to the clients
Manage client expectations and escalations by liaising with various internal departments
Undergo all the mandatory learning modules
Key Skills and Knowledge Requirements:
Willingness to go to market daily
Sound understanding on SME and/or Business clients
Selling, Negotiating, Networking Management skills.
Strong presentation skills; ability to communicate with all levels in an organization.
Disciplined approach to documentation, deal execution and client follow up.
Self-motivated and self-driven
Good interpersonal skills and team player
Willingness to travel
Functional knowledge of FX markets, trade finance (letter of credit, bank guarantees, LCs, documentary collections

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