JOB DETAILS

The Relationship Manager (Retail Banking) performs a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients.


KRA's:

Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical conduct.

Advise retail clients on their personal financial needs and objectives by analysing their financial needs and objectives, recommend suitable in-house 'off the shelf' financial solutions, and execute clients' instructions on their banking and financial transactions.

Perform acceptance checks and on-boarding of retail clients in accordance with established policies and procedures.

Perform ongoing servicing of retail client accounts and identify any potential opportunities for extending basic banking services.





FUNCTIONAL AREA ...