Relationship Officer - Corporate Banking

Job Description: 

Consultancy is seeking a proactive and client-focused Relationship Manager to join our Banking Sales team. The ideal candidate will be responsible for fostering strong client relationships, focusing on opening corporate accounts, promoting mortgage solutions, mutual funds, and portfolio management services. 

Key Responsibilities: 

• Develop and maintain relationships with corporate clients to understand their banking and financial needs.

• Assist clients in opening corporate accounts and providing tailored banking solutions.

• Promote and sell mortgage products, mutual funds, and portfolio management services, corporate bank account openings.

• Provide expert advice and guidance on financial products to enhance the client’s portfolio.

• Collaborate with internal teams to ensure the delivery of high-quality services to clients.

• Achieve monthly and annual sales targets by actively pursuing new business opportunities.

• Monitor and manage existing client accounts, ensuring satisfaction and retention.

• Conduct market research to stay updated on trends in corporate banking, mortgages, mutual funds, and portfolio management.

Requirements: 

• Bachelor's degree in Finance, Business Administration, or related field.

• Proven experience in banking sales, relationship management, or financial services.

• Strong knowledge of corporate banking products, mortgage solutions, mutual funds, and portfolio management.

• Excellent communication, negotiation, and interpersonal skills.

• Ability to build and maintain long-term relationships with clients.

• Goal-oriented with a strong drive to achieve sales targets.

Benefits: 

• Competitive salary and performance-based incentives.

• Opportunities for career growth and professional development.

• Dynamic and supportive work environment.

Note: We are looking for Filipino candidates majorly & Indians can also be considered.