Relationship Manager - Halan Bank Ltd
(2025-02)
- Welcome customers in person and on phone, assured their satisfaction and ensured that they were delighted with the branch services.
- Deposit Mobilization
- Client Acquisition and Portfolio Growth: Generating new business through networking and on boarding new-to-bank (NTB) customers while deepening relationships with existing clients to increase deposits.
- Sales and Cross-Selling: Meeting monthly sales targets by selling diverse financial products, including loans, wealth management, insurance, and investment products.
- Customer Service and Relationship Management: Acting as the primary contact point for client queries, complaints, and financial needs to build long-term trust and loyalty.
- Risk Management and Compliance: Conducting regular KYC (Know Your Customer) reviews, assessing risk, and ensuring all transactions adhere to bank policies and regulatory requirements (AML/CFT).
- Financial Advisory: Advising clients on personalized investment strategies, savings plans, and financing options tailored to their goals.
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