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Relationship Manager

4 months ago

London, United Kingdom HBL Bank UK Full time

In addition to managing existing portfolio, responsible to acquire new to bank relationships, identify target market and potential customers, participate in achieving the deposit and revenue targets of the Business Banking team.
Formulate strategies with well-articulated action plans to achieve assigned business goals, increase Bank’s share in business & deposits, understanding competition, consolidate and retain business relationships.
Achieve sales goals and assigned revenue targets through new business sales, referrals, retention of relationships and cross selling bank’s products
Attend networking events, develop and deepen relationships and explore customer needs with the aim of matching the Bank’s parallel available products, primarily to grow deposit base of the bank
Ensure timely & accurate completion of Internal / External audits of assigned portfolio, reviews compliance.
Ensure Customer Service levels are at the highest standards
Review relevant on-boarding due diligence documentation from customers and liaise with relevant department (KYC Team) to ensure completion of the on-boarding process is swift and friction free for the customer.
Be fully compliant with Bank’s policies, FCA and anti-money laundering regulations.
Relevant experience of multiple years in financial services across banking
Good Understanding of financial markets, business banking products, and customer services
Good Knowledge of MS Office / Excel
Customer oriented with hands on ability to network and establish relationships with potential clients / customer
Discretion and an understanding customer’s banking needs, confidentiality & an ethical and professional approach to work