Relationship Officer
Job Description
Job Description
Job Purpose:
- Meets assigned targets for profitable sales volume and strategic objectives in assigned brokers
Key Accountabilities:
- Coordinates the involvement of company personnel, including support, service, and management resources, in order to meet assigned targets.
- Meets assigned targets for profitable sales volume and strategic objectives.
- Proactively leads a joint channel planning process that develops mutual performance objectives, financial targets, and critical milestones associated with a productive broker channel relationship.
- Manages potential channel conflict with other firm sales channels by fostering excellent communication internally and externally, and through strict adherence to channel rules of engagement.
- Ensuring origination and execution of customer onboarding process.
- Follow all relevant departmental policies, processes, standard operating procedures, and instructions so that work is carried out in a controlled and consistent manner.
- Demonstrate compliance to organisation's values and ethics at all times to support the establishment of a value drive culture within the bank.
- Liaises with relevant team within the Bank to support brokers to fasten and streamline the onboarding process
- Contribute to the identification of opportunities for continuous improvement and sustainability of systems, processes and practices considering global standards, productivity improvement and cost reduction.
- Assist in the preparation of timely and accurate statements and reports to meet department requirements, policies and quality standards.
- Internal TAT management
- Adherence to policies, processes, and procedures of FAB
Qualifications
Minimum Qualification
- Bachelor's Degree in Commerce, Business Administration, Finance, Banking or a related major field of study is preferred
Minimum Experience
- 2-5 years relevant experience in the Corporate, Commercial or Business Banking with at least 2 years in similar positions of progressively increasing responsibilities in sales function.
Job Details
Employment Types:
Full time
Industry:
Banking / Accounting / Financial Services
Function:
Public Relations , Finance & Accounts , Sales / Business Development
Roles:
Relationship Management , Relationship Mgr / Account Servicing