
Strategic Relationship Banking Professional
22 hours ago
To drive business growth through exceptional customer service and strategic wealth management. The ideal candidate will be responsible for enhancing business development, meeting or exceeding targets, and delivering high-quality products to clients.
Key Responsibilities:
- Develop and execute strategies to meet sales targets
- Focus on providing personalized banking solutions to clients
- Enhance product penetration with relevant offerings
- Achieve minimum client acquisition and retention objectives
- Foster strong relationships with existing clients and convert them to premium services
- Maintain accurate CRM system updates according to business requirements
- Adhere to internal policies for client contact management and personal meetings
- Deliver excellent levels of product delivery around customer needs
- Gather feedback on solutions provided to continuously improve services
Requirements:
- Strong knowledge in equity and related areas
- Ability to set clear, achievable goals aligned with broader business objectives
Benefits:
- Positive influence on colleagues
- Effective guidance through new tasks
- Strong interpersonal skills to build rapport with others
What We Offer:
- Opportunity to develop expertise in strategic relationship banking
- Collaborative work environment with a team of professionals
- Continuous learning and professional development opportunities
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