Relationship Manager - Current Accounts

New client acquisition

• Source new-to-bank (NTB) current account customers for premium or business segments through market visits, industry scoping, and referrals.
• Engage in direct customer interaction and canvassing to expand the current account customer base within a designated catchment area.
• Explain and sell various current account products and services to prospective business customers.
  

Relationship and portfolio management

• Develop and maintain long-term, profitable relationships with existing business clients.
• Act as the primary point of contact for customer queries, service issues, and account-related needs.
• Deepen existing relationships by cross-selling and upselling other banking products, such as liabilities, investments, insurance, and loans.
• Capture and maximize business opportunities through detailed client profiling.
  

Sales and target achievement

• Achieve allocated sales targets for new customer acquisition and portfolio growth.
• Plan and execute sales tactics, including conducting regular customer meetings and portfolio reviews.
• Maintain accurate and timely records of all sales activities and customer interactions using the bank's CRM system.