Key ResponsibilitiesLead, coach and manage Relationship Managers, Assistant Relationship Managers and Virtual Relationship Managers to deliver customer, revenue and portfolio-growth objectives.
Acquire new SME clients and build a robust CASA portfolio through proactive prospecting, lead follow-up and relationship development within assigned segments.
Build trusted client relationships by understanding their businesses, identifying their banking needs and providing timely, relevant financial solutions.
Drive sales, service, cross-sell and up-sell performance across the bank’s SME products and services, while referring relevant opportunities to specialist business units.
Keep clients informed of new products, services and innovations, clearly articulating the value and benefits for their businesses.
Achieve business targets while maintaining appropriate risk standards and a consistently customer-focused approach.
Ensure KYC documentation is complete, accurate and updated on time, including account renewals and trade license updates.
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