Relationship Manager - Treasury and Forex Retail Sales

Relationship Manager-TREASURY-FOREX MERCHANT-Retail Sales

As a Relationship Manager, you will be the primary point of contact for our valued clients, providing expert guidance and support. Your role is crucial in fostering long-term relationships and driving business growth. You will collaborate with various teams to deliver innovative solutions and ensure a seamless client experience.

• Develop and execute strategic plans to acquire new clients and expand existing relationships.
• Understand client needs and offer tailored financial products and services.
• Maintain regular communication with clients, providing updates and addressing concerns.
• Build a strong network and identify potential business opportunities.
• Collaborate with internal teams to deliver efficient and effective solutions.
• Stay updated on market trends and industry developments to offer relevant advice.
• Ensure compliance with regulatory requirements and internal policies.
• Manage and resolve client queries and complaints in a timely manner.
• Conduct periodic reviews of client portfolios and provide performance reports.

• Bachelor's degree in Finance, Business, or a related field.
• Minimum 3 years of experience in a relationship management role, preferably in banking.
• Strong knowledge of financial products and services, especially in Treasury and Forex.
• Excellent communication and interpersonal skills with a client-centric approach.
• Ability to build rapport and establish long-term relationships with clients.
• Analytical mindset with problem-solving and decision-making capabilities.
• Proficiency in using banking software and MS Office applications.
• Willingness to stay updated on industry trends and best practices.
• Strong work ethic and a results-driven attitude.
• Ability to work independently and manage multiple priorities.

Experience Level

Mid Level