Relationship and Customer Care Manager

Relationship management, Portfolio management, Customer Service, Revenue generation, Inter departmental coordination, Team management
To independently manage a portfolio of liability relationships with specific risk, deposit, revenue and service objective and to lead a team of DSA’s along with their respective back-ups, if any.
To take overall responsibility to grow institutional liability base through conventional and Islamic deposits and CASA balances, FX income and fully secured transactions to achieve and exceed target goals.
To independently source New to Bank profitable relationships and manage referrals received from XXX Connect, Call Centre and other departments.
Ensure to safeguard bank’s reputational risk by onboarding good profile customers and close monitoring of the portfolio
Manage a portfolio of XXX liability customers.
Ensure that the Bank’s reputation and standing is not negatively affected at any point and best efforts to improve the reputation of the Bank in the Market and amongst peers
Ensure renewal of KYC/ AML alerts and other risk items on a timely basis.
Ongoing regular monitoring of accounts and closure of these accounts as and when deemed appropriate.
Obtain client supporting documentation to ensure authenticity of the transactions and conduct necessary additional due diligence wherever deemed needed.
Attach additional due diligence to accounts sourced by direct reports and meet high risk accounts and onboard only after satisfying thyself and also in lines with the Bank’s internal risk appetite.
Exceptions while onboarding to be kept at a bare minimum.
Ensure careful review of the CPV reports and any findings on the CPV report addressed prior to onboarding the account

Exciting career opportunities with our clients within finance and insurance sector for fresh graduates looking to embark on their professional journey with in finance insurance sector. If you have a 3 plus GPA with Business/finance/ economics major, a flair for number and comfortable in a people facing role, please connect with us for a detailed chat on the role.

Need Assistance

Relationship and Customer Care Manager

For Employers

Job Seekers

Quick Links

Ready To Work?

Let's Talk