Senior Manager Elite Banking at Exim Bank
Job Overview
Senior Manager Elite Banking at Exim Bank
Senior Manager Elite Banking
Exim Bank
Job Description
The purpose of the role is to manage Elite RMs and assure personalized financial solutions and exceptional service to high-net-worth clients, ensuring their needs are met and fostering long-term relationships.
Roles & Responsibilities
Through Elite RMs to assure Acquisition, Development and Retention of Elite Banking clients
To meet the fee income goal through the existing and NTB Elite client’s portfolio and assure growth in profitability.
Know clients on a personal and professional level to understand their short- and long-term financial goals
Increase client loyalty by meeting their needs and providing tailored financial advice
Mentor and Coach paired team members through daily activity planning, prioritization, skills transfer and mind-set motivation
Complete line manager responsibilities for managing assigned designated support staff and mobilizing the resources to provide best in class service to Elite Clients
Sign up for strategic partnerships for Elite Clients for discounts against their Elite Banking account.
Conduct regular reviews of clients’ financial portfolios to ensure alignment with their goals.
Identify and pursue new business opportunities with existing and potential clients.
Collaborate with internal teams to deliver comprehensive financial services.
Stay updated with market trends and financial products to provide informed advice.
Ensure compliance with banking policies, procedures, and regulatory requirements.
Any other duties as assigned.
QUALIFICATION AND EXPERIENCE REQUIRED
Bachelor’s degree in finance, Business Administration, or related field.
Minimum of 5 years of experience in a similar role within the banking or financial sector.
Strong interpersonal and communication skills.
Excellent client relationship management abilities.
Deep understanding of financial products and services.
Analytical and problem-solving skills.
High level of professionalism and confidentiality.
Ability to work independently and as part of a team.
How to Apply:
