Relationship Manager / Senior Relationship Manager

Job Description

Relationship Manager are territory focused and are given monthly sales and visit targets. Usually, they will report to a Branch Sales Manager. Working as a sales professional within Housing Loans and Mortgage Loans usually means that you are required to travel to meet with new and existing clients and doing Marketing activities.Territory Focus and Targets: Territory Focus: Relationship Managers are typically assigned specific territories or regions to focus on. This localized approach allows them to build deep knowledge of the local market, understand the specific needs of clients in that area, and cultivate relationships with local real estate agents and other referral sources. Targets: To ensure consistent business development, Relationship Managers are given measurable goals, such as monthly sales targets and a minimum number of client visits. These targets provide a framework for performance tracking and accountability. Reporting Structure: Reporting to Branch Sales Manager: Relationship Managers usually report to a Branch Sales Manager or a similar supervisory role. This hierarchical structure provides clear lines of communication, allows for regular performance reviews and feedback, and ensures alignment with overall branch and company objectives. Client Interaction and Marketing: Client Meetings: A significant portion of the role involves direct interaction with clients: Meeting with Existing Clients: Building and maintaining strong relationships with existing clients, understanding their evolving financial needs, and identifying opportunities for cross-selling or upselling (e.g., offering home insurance, life insurance, or investment products). Meeting with New Clients: Prospecting for new clients through various channels (e.g., referrals, networking events, online platforms), conducting needs assessments, and presenting loan products and services that best suit their financial situation and goals. Marketing Activities: Relationship Managers often engage in various marketing activities to generate leads and build brand awareness. This might include: Networking: Attending industry events, participating in community outreach programs, and building relationships with real estate agents, builders, and other professionals in the housing market. Digital Marketing: Utilizing online channels such as social media, email marketing, and content marketing to reach potential clients and build brand visibility.