Priority Banking Relationship Manager

This position is primarily responsible for acquiring growing and deepening profitable customer relationship through effective relationship management with special focus on providing services and advisory services in areas of Priority Banking Customer - personal financial needs and objective.

Functional (job responsibilities)
• Growing a strong deposit base & customer footings via acquisition & expansion of New-to-bank high net worth individuals in the community tapping into both retail as well as business owners.
• Marketing deposits in both local and foreign currencies & cross-selling investment products where required.
• Developing personal loans via cross-selling to current priority customers via cold calls building relationship with car and real estate broker and other distribution channels.
• Selling ban-cassurance: non-life insurance to potential customers.
• Managing customer relationships to build a profitable relationships with customers to deepen and broaden account relationships with the objective to generate revenue and focus on deposits wealth management and loans
• To refer business loans to HLBVN business centers where necessary.
• To actively serve customers on their personal financial needs aligned with customers needs
• To plan host & run community based events with the interest to build better customer relationships and also acquisition of new customers.
• Networking high net worth individuals within the community.
• Other tasks assigned by Line Manager time to time.

Managerial (team/group responsibilities)
• Working with Product Owner to offer proactive and personalized financial services to the affluent segment customer.
• To support Line Manager in promoting and developing market presences this will ultimately deliver the individual jobholders targets and support overall Branch’s targets.

Organizational (organizational responsibilities)
• Responsible for managing complying with established sales operation policies and procedure and regulatory guidelines to safeguard both bank’s and customers’ assets.