Relationship Manager
firstrand
AI assistant
Job Description
Job DescriptionTo manage and grow a portfolio of client relationships within the Banking Sub-Segment by proactively identifying opportunities, acquiring new business, and delivering tailored financial solutions from a suite of standard and customised offerings. This job ensures value delivery to clients while driving revenue growth and supporting client retention objectives.
- Manage and grow a portfolio of clients through proactive relationship management and strategic engagement.
- Conduct regular client reviews to understand evolving financial needs and deliver tailored solutions.
- Drive cross-sell and upsell opportunities across banking products and services to meet growth targets.
- Define and execute a sales portfolio growth strategy aligned with segment objectives and business goals.
- Deliver exceptional service that exceeds customer expectations through innovative and appropriate solutions.
- Identify customer needs