Relationship Manager Full-time Job

Accountabilities

New Client Acquisition Acquire new clients; complete financial analysis and submit accurate credit applications to ensure an excellent on-boarding experience; achieve assigned targets and secure profitable business transactions

Portfolio Management Offer new solutions, enroll clients for alternate channels and value added services, based on the requirements of the client, to increase transaction volumes and grow the assigned portfolio

Reporting Build and maintain a dossier for each client detailing a 360 degree view to ensure current and future needs are captured

Risk Management Conduct client visits to understand and report on risk profile and highlight/update approving authorities with any changes in risk profile

Customer Service Demonstrate Our Promise and apply the ADCB Service Standards to deliver the bank's required levels of service in all internal and external customer interactions

Self-Management Manage self in line with the bank's people management policies, procedures, processes and practices to ensure adherence and to maximise own contribution to business performance

Policies, Processes, Systems and Procedures Adhere to all relevant organisational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders

Skills

EXPERIENCE, QUALIFICATIONS & COMPETENCIES

Minimum Experience

At least 5 years of experience in managing relationships and portfolio of clients

Minimum Qualifications

Bachelor's Degree in Business, Accounting or Finance

Professional Qualifications

Knowledge and Skills

Knowledge of balance sheet analysis and key financial ratios

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