Relationship Manager

Responsible⠀for Asset⠀,Liability⠀and⠀Investment⠀Product⠀sales to⠀meet given⠀target⠀under⠀Elite⠀segment

Ensure⠀that all⠀product⠀applications⠀are filled⠀accurately,⠀within the⠀agreed⠀timeframe⠀and all⠀the⠀required⠀documents⠀are⠀obtained⠀to avoid⠀re-work

Ensure⠀that all⠀customer⠀applications⠀submitted⠀are within⠀CBD policy⠀guidelines.

Proactively⠀call⠀existing⠀Elite⠀customers⠀and make⠀agreed⠀target⠀number of⠀appointments⠀per week⠀to review⠀customer⠀needs and⠀make sales⠀of other⠀suitable⠀Elite⠀products

Will⠀meet⠀relevant⠀Elite⠀customers⠀at⠀suitable⠀external⠀locations⠀as⠀required,⠀in order⠀to build⠀relationships,⠀provide⠀service,⠀make and⠀close⠀sales of⠀Elite⠀asset,⠀liability⠀and⠀investment⠀products

Coordinate⠀with⠀Special⠀Accounts⠀Unit⠀(Recovery)⠀to⠀implement⠀agreed⠀actions in⠀respect of⠀Elite⠀irregular⠀accounts

Attend⠀weekly and⠀monthly⠀team and⠀area sales⠀meetings⠀to review⠀performance⠀and share⠀best⠀practice⠀ideas

Ensure⠀a⠀consistently⠀high level⠀of⠀customer⠀service is⠀maintained⠀at all⠀times