RELATIONSHIP MANAGER

Qualifications & Competencies

• Excellent communication and listening skills
• Deal tactfully with irate, impatient or demanding customers
• The ability to explain complex information clearly and simply
• Good sales and negotiation skills
• An interest in financial products and markets
• Good mathematical and computer skills
• Plenty of drive, initiative and motivation
• An honest and trustworthy manner
• Attention to detail
• The ability to analyse and research information

Roles and Responsibilities

• Provide professional advice on financial products to our customers
• Develop customer base and maintain existing customer relationships
• Conduct regular review and analysis on customers’ portfolios
• Deliver sales and revenue targets
• Support migration initiatives and generate sales
• Sales of products and services to walking and new clients
• Complete disclosure to the customers in terms of accreditation, service fees and commission
• Provide reports in a time manner as per deadline set

Experience

At least 3 - 4 years’ experience in a similar position