Relationship Manager

About the role

As a Relationship Manager at firstrand, you will oversee a portfolio of banking clients, identifying growth opportunities and delivering tailored financial solutions. You will act as the primary point of contact, ensuring client satisfaction while driving revenue and retention.

Key responsibilities

• Manage and expand a portfolio of client relationships within the Banking Sub‑Segment.
• Conduct regular client reviews to understand evolving financial needs.
• Identify and execute cross‑sell and upsell opportunities across banking products.
• Develop and implement a sales growth strategy aligned with segment objectives.
• Promote digital adoption and deliver customized financial offerings.
• Organise networking events, seminars, and client engagement activities.
• Collaborate with internal teams to ensure seamless service delivery.
• Monitor client satisfaction, resolve queries promptly, and ensure regulatory compliance.
• Maintain accurate client records and timely reporting.

Required profile

• Bachelor’s degree in Banking, Finance, Business Administration, Economics, Commerce, Marketing or related field.
• Post‑graduate qualification in Business Management, Finance or Banking is a plus.
• 5+ years of experience in Relationship Management, Business Banking or Commercial Banking.
• Strong understanding of banking regulations, KYC, AML and internal governance.

Required skills