Relationship Manager, Retail Banking

Roles & Responsibilities

Job Purpose :

To acquire high quality and high value accounts and deposits from targeted segment in Singapore market and cross sell relevant services and products such as Home Loan, Remittances etc based on extant and applicable regulatory framework

Core Responsibility :

New High Net Worth Individual / Qualified Depositor Bank Account Opening and related KYC documentation

• To source customers through outbound phone calls (cold calls) and physical visits to Individuals with a view to acquire deposit accounts
• Scouting and reaching out to target set of clients
• Reaching out to target clients
• Outbound customer outreach and doing sales pitch
• Doing individual KYC
• Cross sell remittances and Home loan and other relevant products / services
• Ensure adherence to the Know Your Customer (KYC) and AML / CFT norms
• Maintaining relationship with Key Accounts and ensure timely processing of remittance transactions
• To attend to customer queries / complaints and ensure they are resolved and nil escalation / operational loss to bank
• To ensure complete adherence to regulatory guidelines and organizational policies and procedures

Tell employers what skills you have

Wealth Management

Customer Relationship

Sales

Relationship Management

Deposits

advise clients

Bank Accounts

Customer Service

KYC

cross sell