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The Relationship Manager aims to establish, develop and maintain strong, long-term relationships with decision-makers, key stakeholders, store managers and frontliners of Agency Banking partners to ensure customer satisfaction, loyalty, and business growth. Serve as the main point of contact between BPI and brick & mortar partners, understanding their needs, addressing concerns, and ensuring that the services or products provided align with their expectations. Ensure to drive client retention, identify opportunities for upselling or cross-selling, and contribute to the overall success of the business through excellent customer service and relationship management. Contribute to the overall growth strategy of Agency Banking and BPI, as a whole.
Responsibilities:
Qualifications:
Job ID: 151847923
Skills:
risk management, commercial banking products and services, banking experience, business development strategies, credit policies, sales calls, Client Engagement
Skills:
Linkedin, Conflict Resolution, Google Workspace, Consulting, CRM sales funnel software, counseling, communication, Reporting
Skills:
risk awareness, operations, Loan Processing, Account Support, client-facing execution, Sales Support, communication, process discipline
Skills:
Marketing, account profitability analysis, financial analysis, Presentation Skills, Credit Evaluation
Skills:
relationship management, offshore private banking solutions, fixed income investments, Kyc, onshore and offshore funds, Wealth Management, Account Opening, Financial Advisory, investment products