About the role
AI summarisedThe Associate Relationship Manager is responsible for managing and growing a portfolio of client relationships within the banking sector, focusing on customer service, cross-selling, and portfolio management.
BusinessFull-timeRetail Banking
Key Responsibilities
- Manage and grow a portfolio of client relationships
- Identify cross-selling opportunities and promote banking products
- Ensure high levels of customer satisfaction and retention
- Prepare credit proposals and monitor portfolio performance
- Comply with regulatory and internal policies
- Collaborate with internal teams to deliver solutions
Requirements
- Bachelor's degree in Finance, Business, or related field
- Minimum 2 years of experience in relationship management or banking
- Strong knowledge of banking products and services
- Excellent communication and interpersonal skills
- Ability to analyze financial statements and credit risk
- Proficient in Microsoft Office Suite
- Relevant certifications (e.g., CFA, FRM) preferred