- Plans, organizes, leads and undertakes business generation programs, specifically to increase account base (number of depositors) and total funds portfolio.
- Conducts continuing market survey to pinpoint prospective clients, determines their banking requirements and what the competition is providing them; determines products and services appropriate to client's specific requirements and packages these accordingly to outflank competition.
- Regularly conducts business calls and presentations to prospective clients; accomplishes and submits a Call Report of all marketing activities/sales calls to the Region Business Head.
- Conducts periodic calls to existing clients to determine their perception of the bank's products and service quality as well as explore opportunities for cross-selling, leveraging, and relationship improvement.
- Provides specific guidelines (i.e., standing instructions) to branch service personnel on the scope of relationships to be established/maintained for every client.
- Formulates and executes strategies to ensure attainment of business volume/budget.
- Screens and evaluates credit worthiness of clients who request for credit accommodations (e.g., credit cards, auto loans, mortgage, business line, and/or bills purchase line); endorses credit applications with complete justification and documentation requirements to the Regional Office for further endorsement/processing.
- Harnesses the resources of all support or of other business units for more efficient client base conversion and deposit generation, as well as to provide clients with meaningful and competitive products and services (i.e., includes sales leads conversion activities, auto loans/credit cards/business line/bank assurance etc. referrals/production).
- Ensures that customer requests, suggestions, and complaints are immediately and satisfactorily addressed/resolved by concerned personnel and/or units.
- Co-signs instruments and transaction documents which require countersignatures within policies and defined signing authorities.
- Coordinates with the Branch Manager in ensuring that all branch service and operations personnel are oriented with bank products and services and are trained on basic selling skills; encourages them to take advantage of every opportunity to cross –sell and regularly coaches them on how to cross-sell.
- Coordinates with the Branch Manager in ensuring that the branch projects the image of a progressive, efficient, and stable bank that is worthy of patronage through:
- Well-maintained furniture and equipment
- Well-appointed display of Head Office-provided promotional materials on bank products and services; and
- Well-trained, smartly dressed, courteous, and customer service-oriented personnel
- Co-conducts with the Branch Manager regular branch staff meetings for disseminating information on new products/services, coordination issues between the RM and the service & operations personnel, handling of specific accounts, etc.
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The Relationship Manager for the Relationship Banking Center is a full-time, on-site role based in Quezon City. As a Relationship Manager, your day-to-day tasks will include opening of new individual and corporate accounts, building and maintaining strong relationships with clien ...
Quezon City1 buwan ang nakalipas
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This is a high-impact role that combines strategic relationship management, rigorous credit analysis, and client acquisition. · ResponsibilitiesDrive client acquisition by identifying targeting and onboarding new corporate and institutional clients Conduct end-to-end credit analy ...
Quezon City, Metro Manila, Philippines1 linggo ang nakalipas
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Be #InGoodHands with Metrobank · Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to d ...
Quezon City2 araw ang nakalipas
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Be #InGoodHands with Metrobank Here at Metrobank we don't simply hire employees—we hone future leaders We provide opportunities that enhance your skills and unlock your talents helping you evolve into a well-rounded individual With Metrobank's strong heart for the community you h ...
Quezon City, National Capital Region1 buwan ang nakalipas
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Plans organizes leads undertakes business generation programs specifically increase account base number depositors total funds portfolio. · ...
Quezon City2 linggo ang nakalipas
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We don't simply hire employees—we hone future leaders at Metrobank. We provide opportunities that enhance your skills and unlock your talents. · Position Title: Relationship Manager · At least 3 years of relevant experience in account management. · Strong background in credit eva ...
Quezon City1 buwan ang nakalipas
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Be #InGoodHands with Metrobank. · Deepen your understanding of account management, business development, marketing and sales · Meet clients from various industries and understand a bank's role in the ins and outs of the client's businesses · ...
Quezon City, National Capital Region1 buwan ang nakalipas
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The Relationship Manager is expected to originate, develop, review and manage loan portfolio relationships, · Deepen your understanding of account management, business development, marketing and salesMeet clients from various industries and understand a bank's role in the ins and ...
Quezon City1 buwan ang nakalipas
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The Premier Wealth Relationship Manager is responsible for managing and growing the Bank's affluent and high-net-worth (HNW) customer segment in line with the Bank's aspirations and client value proposition (CVP). · ...
Quezon City, National Capital Region1 buwan ang nakalipas
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Your Role · The Premier Wealth Relationship Manager is responsible for managing and growing the Bank's affluent and high-net-worth (HNW) customer segment in line with the Bank's aspirations and client value proposition (CVP). The role focuses on increasing investable assets, fee ...
Quezon City2 araw ang nakalipas
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The Agency Relationship Manager plays a critical role in aligning agency operations with the company's strategic goals and fostering a culture of professionalism and continuous improvement. · Oversee the onboarding programs to ensure seamless integration of new Advisors and Leade ...
Quezon City, National Capital Region1 buwan ang nakalipas
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We are seeking a highly motivated and results-driven Relationship Manager to join our dynamic team in the financial industry. · Be the primary point of contact between the respective customers and Lirunex. · Develop a deep understanding of partners' and traders' respective market ...
Quezon City1 buwan ang nakalipas
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The Service Relationship Manager provides sales support by designing and implementing process improvements. · Reviews and develops training materials, supports high-profile client activities, · and ensures compliance with regulations while providing administrative assistance to s ...
Quezon City, National Capital Region3 linggo ang nakalipas
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+Job summary · The Customer Relationship Management (CRM) Analyst III supports the Office of University Development and Alumni Affairs (OUDAA) in strengthening data-driven engagement and relationship management with alumni, · +Responsibilities · Maintains and administers the OUDA ...
Quezon, Metro Manila1 buwan ang nakalipas
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Job Description · ● Be the primary point of contact between the respective customers and Lirunex. · ● Develop a deep understanding of partners' and traders' respective markets, competitive analysis and partner strategies for growth. · ● Build a pipeline of new potential partners; ...
Quezon City2 araw ang nakalipas
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The Customer Relationship Management (CRM) Analyst III supports the Office of University Development and Alumni Affairs (OUDAA) in strengthening data-driven engagement and relationship management with alumni, donors, and partners. · Maintains ensures that the CRM system is effec ...
Quezon City1 buwan ang nakalipas
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Job Description · ● Be the primary point of contact between the respective customers and Lirunex. · ● Develop a deep understanding of partners' and traders' respective markets, competitive analysis and partner strategies for growth. · ● Build a pipeline of new potential partners; ...
Quezon City, National Capital Region1 araw ang nakalipas
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Provide sales support by designing and implementing process improvementsSupport new products, promotions, and projects defined by the businessResolve most issues by applying professional judgment when interpreting data and resultsReview and provide training material to sales and ...
Quezon City1 buwan ang nakalipas
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Join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction. · ...
Quezon City Buong oras3 linggo ang nakalipas
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Join HSBC and fulfil your potential in a career that will help you stand out. · ...
Quezon City3 linggo ang nakalipas
Relationship Manager - Quezon City - UnionBank of the Philippines
Paglalarawan
Job Summary: The Relationship Manager formulates, designs, plans, executes, and manages sales and marketing strategies (within the contest of bank wide or broader institutional objectives) to maximize business volume and deposits while maintaining teamwork with the service ad operations personnel.
Duties and Responsibilities:
Business Generalization
Operations and Service Quality
Required Skills: Accountability, Adaptability, Analytical, Good Communication Skills, Critical thinking, Teamwork, Willingness to learn
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