Job Description

Job Description

:

Primarily responsible for acquiring new business and client retention and growth.

The person is responsible for growing the trust and investment distribution business direct from the market and company-sponsored initiatives. For identified institutional, large corporate and qualified individual accounts, he/she is responsible for identifying and understanding client needs and providing solutions; relationship management, ensuring client retention and continuing business growth by providing after sales service in the areas of account management and administration. He/she shall formulate and execute plans, programs and strategies to ensure the attainment of the job’s objectives.

As a Senior Relationship Manager, he/she should be able to make recommendations to middle management on business solutions pertaining to client needs and the resolution of difficult situations.

1. Direct to market prospecting and closing of trust and investment ...

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