Relationship officer

3 weeks ago


Manchester, 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 visits at least 3 customers daily.
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



  • Manchester, 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 visits at least 3 customers daily. Individual is expected to work on creating channels for...

  • Relationship officer

    3 weeks ago


    Manchester, 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 visits at least 3 customers daily.Individual is expected to work on creating channels for new...

  • Relationship Officer

    2 weeks ago


    Manchester, 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 visits at least 3 customers daily. Individual is expected to work on creating channels for...

  • Relationship officer

    3 weeks ago


    Manchester, 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 visits at least 3 customers daily. Individual is expected to work on creating channels for new...

  • Relationship Manager

    4 weeks ago


    Manchester, United Kingdom Corporate Recruitment Solutions Full time

    **Job Title:Relationship Manager** **Location: Manchester** **Salary: Competitive - Fixed Term Contract** **About theRelationship ManagerRole**: My client is the UK’s leading independent facilitator of Invoice Finance. They serve a range of clients, from successful family-run businesses, through to some of the industry’s best-known brands. They have...


  • Manchester, United Kingdom Adecco Full time

    **Client Relationship Executive** **£23 - 24,500 plus superb benefits and bonus including 25 days holiday plus Bank Holidays** **Monday to Friday** **Are you a people focused person with great customer service and communication skills?** **Want to work within a friendly team that really values their staff?** **Then this may be the opportunity for...


  • Manchester, United Kingdom eFinancialCareers Full time

    This role will benefit from hybrid working and can be based anywhere in the UK. Travel to our partners and own offices as required across the UK. **What will you be doing?** - Support Business Development to successfully transition new initiatives to Relationship Management when they become business as usual - Build strong pragmatic working relationships...


  • Manchester, United Kingdom Reward Finance Group Full time

    This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. At Reward Finance Group, we recruit talent with the right skills, attitudes and ethics for the continued growth and success of the business and our people. We are a flexible asset-based lender providing finance to businesses across the UK, supporting our...


  • Manchester, United Kingdom IPS Group Full time

    IPS Group has an exciting opportunity with a market leading Insurance Broker as a Claims Executive / Relationship Manager. This is a really unique role where you work with the wider claims team covering classes of business such as property & casualty. We are looking to speak to experienced Claims Execs / Relationship Managers from either an Insurer, Broker...

  • Relationship Manager

    4 weeks ago


    Manchester, United Kingdom Lifts To Full time

    Within the Ski , Golf and Cruise industry, Lifts To work alongside major travel agents and tour operators, offering various types of transfers for their passengers. Transfers are the first and last experience of a clients holiday and we work with the most trusted partners around the globe to ensure a smooth and comfortable experience. We are...


  • Manchester, United Kingdom Aimeewillow Full time

    The Role The Relationship Manager is responsible for proactively managing client relationships, seeking new opportunities and determining a strategy to effectively manage risk and maximise our client’s lifecycle. Relationship Managers are also responsible for managing and supporting the development of Portfolio Executives. The...


  • Manchester, United Kingdom Raisin Full time

    Lead integration efforts, launch new products, and manage key accounts while navigating complex stakeholder relationships. Building and managing relationships with key stakeholders of our partner banks on a day to day basis Developing a solid understanding of our banks’ requirements and helping our partner banks succeed on the Raisin platform, working...


  • Greater Manchester, United Kingdom CRS Full time

    As a Relationship Director, you’ll play a key role in raising the awareness of our corporate banking products. Demonstrating a client centric approach to deliver solutions for existing clients and new to bank prospects • Ensuring clients meet their short and long term needs by working collaboratively with other areas of the organisation to achieve this...


  • Manchester, United Kingdom Stride Resource Management Ltd Full time

    Join our Client as a Residential Property Insurance Specialist, supporting Account Executives and ensuring top-notch service for their client portfolio. Stay informed about market conditions and regulatory changes. Collaborate with underwriters to adjust policies as needed. Provide line management support and technical assistance. Competitive salary...

  • Relationship Manager

    22 hours ago


    Manchester, United Kingdom M2 Professional Recruitment Services Full time

    Our client, a growing provider of funding solutions to businesses requires an experienced Relationship Manager to join their high performing team in the North West.Based from their flagship office in Manchester city centre, your primary responsibility will be to proactively manage key relationships with a portfolio of commercial lending clients. You will be...


  • Manchester, United Kingdom Carrington Recruitment Solutions Full time

    Business Relationship Manager, Accountancy Audit, Compliance, L&D, Mainly Remote, 12 month FTC Business Relationship Manager / Audit Learning & Development Manager required to work for a Professional Services company based in Central London. However, this role will mainly be remote and you would only have to travel to the London office from time to time....


  • Greater Manchester, United Kingdom CRS Full time

    Job Description As a Relationship Director, you’ll play a key role in raising the awareness of our corporate banking products. You’ll develop new customer connections and actively manage existing portfolios. It will be down to you to ensure the customer receives a positive experience throughout their relationship with us. The difference you’ll make....


  • Manchester, United Kingdom EXANTE Full time

    About the Role We are expanding our Global Sales Force and looking for an established Senior Relationship Manager in multiple locations. The ideal candidate is a highly motivated individual with ambitions for personal success, who enjoys working as a Hunter in a Sales organization, is passionate to offer truly unlimited investment opportunities for...

  • Head of Office

    7 days ago


    Manchester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Manchester £55000 - £60000 22/11/2023 NJR14357 plus Benefits DESCRIPTION Are you an experienced Commercial Insurance Account Executive seeking a new and exciting opportunity? If so, one of our key insurance broker clients is currently growing and expanding their presence across the North...

  • Head of Office

    5 days ago


    Manchester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** Manchester £55000 - £60000 24/11/2023 NJR14357 plus Benefits DESCRIPTION Are you an experienced Commercial Insurance Account Executive seeking a new and exciting opportunity? If so, one of our key insurance broker clients is currently growing and expanding their presence across the North...