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Relationship Manager

Relationship Manager

TECK WEI CREDIT PTE. LTD.Singapore
1 day ago
Job description

Job Purpose :

The Relationship Manager is responsible for acquiring, developing, and managing strong long-term relationships with clients. This role focuses on understanding client needs, offering tailored financial and insurance solutions, and ensuring high client satisfaction to drive business growth.

Key Responsibilities / Job Scope :

1. Client Acquisition & Relationship Management

  • Identify and approach new business opportunities.
  • Build and maintain strong, long-lasting relationships with new and existing clients.
  • Serve as the main point of contact for clients, addressing queries and providing proactive support.

2. Sales & Business Development

  • Promote and cross-sell financial products, hire purchase loans, business credit facilities, and motor insurance solutions to meet client needs.
  • Achieve sales targets and key performance indicators (KPIs) set by management.
  • Conduct regular follow-ups and review meetings to identify opportunities for upselling or cross-selling.

    • 3. Credit Assessment & Proposal Support

  • Assist clients in preparing and submitting applications.
  • Work closely with the Head of Department to ensure smooth approval and disbursement processes.
  • Review and verify clients' financial documents and motor insurance requirements.

    • 4. Market & Product Knowledge

  • Stay updated on the latest financial products, credit offerings, and motor insurance packages in the market.
  • Understand industry trends and regulatory changes to provide accurate advice and ensure compliance.

    • 5. Customer Service & Retention

  • Ensure high levels of customer satisfaction through timely and accurate responses.
  • Handle omplaints and resolve issues professionally to maintain long-term client loyalty.
  • Regularly check in with clients to anticipate renewal or refinancing needs for loans and insurance policies.

    • 6. Administrative & Reporting Duties

  • Prepare and maintain client records, sales reports, and activity logs.
  • Support documentation processes for loan agreements and insurance policies.
  • Collaborate with internal teams (e.g., operations, credit, compliance) to ensure seamless service delivery.
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    Relationship Manager • Singapore