Job Description

To manage and grow a portfolio of client relationships within the Banking Sub-Segment by proactively identifying opportunities, acquiring new business, and delivering tailored financial solutions from a suite of standard and customised offerings. This job ensures value delivery to clients while driving revenue growth and supporting client retention objectives.

• Manage and grow a portfolio of clients through proactive relationship management and strategic engagement.
• Conduct regular client reviews to understand evolving financial needs and deliver tailored solutions.
• Drive cross-sell and upsell opportunities across banking products and services to meet growth targets.
• Define and execute a sales portfolio growth strategy aligned with segment objectives and business goals.
• Deliver exceptional service that exceeds customer expectations through innovative and appropriate solutions.
• Identify customer needs and provide customized financial offerings while promoting digital adoption.
• Build and maintain a strong network of business and social relationships to generate ongoing revenue.
• Arrange networking sessions, seminars, and client engagement activities to strengthen relationships.
• Collaborate with internal stakeholders to ensure seamless service delivery and client satisfaction.
• Monitor client satisfaction levels and resolve queries or complaints promptly and professionally.
• Ensure compliance with regulatory requirements and internal governance standards.
• Maintain accurate client records and ensure timely reporting and documentation.
• Contribute to branch or segment profitability through revenue generation, cost control, and efficient resource utilization.
• Proactively drive performance targets and take accountability for achieving sales and service goals.

Competencies

• Relationship Management - Ability to establish, develop, and maintain long-term client relationships.

• Business Development - Ability to identify new business opportunities and convert prospects into profitable relationships.
• Financial Analysis - Ability to interpret financial statements and assess business performance.
• Product Knowledge - Strong knowledge of banking products and services.
• Customer Service Excellence - Ability to deliver exceptional customer experience and resolve client issues effectively.
• Risk and Compliance Management - Understanding of banking regulations, KYC, AML, and internal governance requirements.
• Client Focus
• Communication and Influencing
• Networking and Relationship Building
• Results Orientation
• Commercial Acumen
• Problem Solving and Decision Making
• Planning and Organizing
• Resilience and Adaptability
• Collaboration

Qualifications & Experience

• Bachelor's Degree in Banking, Finance, Business Administration, Economics, Commerce, Marketing, or a related field.
• Postgraduate qualification in Business Management, Finance, Banking, or related discipline an added advantage.
• 5+ years' experience in Relationship Management, Business Banking, Commercial Banking, Sales, or a related financial services environment.
• Demonstrated experience in managing client portfolios and achieving sales and revenue targets.
• Experience managing a portfolio of SME, Commercial, or Corporate clients.
• Exposure to credit assessment, lending solutions, and cash management products.
• Proven track record of revenue growth, portfolio expansion, and client retention.

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Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

26/08/26