
Institutional Banking Specialist
4 days ago
We are seeking an Institutional Banking Specialist to acquire and nurture relationships with trusts, associations, clubs, societies, and government bodies. This role requires a professional who can work closely with our Branch Banking team to develop sales opportunities and achieve assigned targets.
Key Responsibilities:
- Client Acquisition & Nurturing: Build and maintain strong relationships with institutional clients, including trusts, associations, clubs, societies, and government bodies.
- Business Development: Identify and pursue new business opportunities within your assigned region.
- Portfolio Management: Acquire CASA (Current Accounts & Saving Accounts), Term Deposits, and manage the relationship value of existing customers.
- Proactive Solutions: Develop and execute proactive banking solutions for institutional clients.
- Customer Service & Advisory: Provide exceptional service and manage investment portfolios for customers.
- Sales Collaboration: Work closely with our Branch Banking team to develop sales and acquisition opportunities from this segment.
Requirements:
- Proven experience in acquiring and nurturing institutional clients.
- Strong business development and relationship management skills.
- Expertise in acquiring CASA and Term Deposits.
- Ability to provide proactive banking solutions and manage customer investment portfolios.
- Excellent collaboration and communication skills for working with internal teams.
Qualifications:
- Bachelor's or Master's degree in Business, Finance, or a related field, or equivalent experience.
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