Job Description
Job description
We are inviting applications for Relationship Officers for an International Bank based in city of London
Job Purpose :
This is a profile for acquiring new customers which is predominately customer meetings for New Customer Acquisition Team.Individual is expected to work on creating channels for new business (CA Channel, Freight Forwarder Channel etc)Acquire new Customers for business bankingBusiness current, savings accounts and term depositsForeign Exchange and Treasury SolutionsTrade Finance including bills under collection, letter of credits, bank guarantees, SBLCsConsolidate and grow the payments, Deposit and remittance business from the acquired portfolio of customersGenerate referrals for commercial real estate lending as well as for personal banking products
Area of responsibility:
Acquire good quality business banking customers across the below identified segments in your catchment areas (as defined by the bank)Exporters and importersHigh value local businesses (high value to be defined by the bank from time to time)Generate leads through research, developing connect with various market participants and develop a database of prospective clients, segmented by size of business.Research the client and sector to identify possible client needs and solutions Bank can offer.Generate leads through introducers, CA, solicitors to develop a database of prospective clients, segmented by size of business.Look at setting up meetings for you and more senior colleagues.Build and execute a tactical plan to achieve the budgeted objectives of new customer acquisitions, income generationWork diligently on the client level data provided centrally, by meeting the clientsDaily client engagements (including face to face and telephonic meetings) to be done per thresholds defined by the reporting authorityActive participation in community events, industry forums to generate new business opportunitiesFurnish daily business information to the reporting authorityRecord and report all client engagements to the reporting authority on a daily basis in a manner asked for by the reporting authorityLiaise with the internal stakeholders, introducers and existing customers to originate referrals for new customer acquisitionFacilitate competitor, market and customer intelligence to various Bank's stakeholdersPlot the market opportunity and work towards increasing the banks market share in the identified segmentsProcessing of all documentation for on-boarding and servicing of customers in line with the processes defined by the bankLiaise with the base branch / branches to ensure high levels of servicing to the clientsManage client expectations and escalations by liaising with various internal departmentsUndergo all the mandatory learning modulesKey Skills and Knowledge Requirements:
Willingness to go to market dailySound understanding on SME and/or Business clientsSelling, Negotiating, Networking Management skills.Strong presentation skills; ability to communicate with all levels in an organization.Disciplined approach to documentation, deal execution and client follow up.Self-motivated and self-drivenGood interpersonal skills and team playerWillingness to travelFunctional knowledge of FX markets, trade finance (letter of credit, bank guarantees, LCs, documentary collections
We are inviting applications for Relationship Officers for an International Bank based in city of London
Job Purpose :
This is a profile for acquiring new customers which is predominately customer meetings for New Customer Acquisition Team.Individual is expected to work on creating channels for new business (CA Channel, Freight Forwarder Channel etc)Acquire new Customers for business bankingBusiness current, savings accounts and term depositsForeign Exchange and Treasury SolutionsTrade Finance including bills under collection, letter of credits, bank guarantees, SBLCsConsolidate and grow the payments, Deposit and remittance business from the acquired portfolio of customersGenerate referrals for commercial real estate lending as well as for personal banking products
Area of responsibility:
Acquire good quality business banking customers across the below identified segments in your catchment areas (as defined by the bank)Exporters and importersHigh value local businesses (high value to be defined by the bank from time to time)Generate leads through research, developing connect with various market participants and develop a database of prospective clients, segmented by size of business.Research the client and sector to identify possible client needs and solutions Bank can offer.Generate leads through introducers, CA, solicitors to develop a database of prospective clients, segmented by size of business.Look at setting up meetings for you and more senior colleagues.Build and execute a tactical plan to achieve the budgeted objectives of new customer acquisitions, income generationWork diligently on the client level data provided centrally, by meeting the clientsDaily client engagements (including face to face and telephonic meetings) to be done per thresholds defined by the reporting authorityActive participation in community events, industry forums to generate new business opportunitiesFurnish daily business information to the reporting authorityRecord and report all client engagements to the reporting authority on a daily basis in a manner asked for by the reporting authorityLiaise with the internal stakeholders, introducers and existing customers to originate referrals for new customer acquisitionFacilitate competitor, market and customer intelligence to various Bank's stakeholdersPlot the market opportunity and work towards increasing the banks market share in the identified segmentsProcessing of all documentation for on-boarding and servicing of customers in line with the processes defined by the bankLiaise with the base branch / branches to ensure high levels of servicing to the clientsManage client expectations and escalations by liaising with various internal departmentsUndergo all the mandatory learning modulesKey Skills and Knowledge Requirements:
Willingness to go to market dailySound understanding on SME and/or Business clientsSelling, Negotiating, Networking Management skills.Strong presentation skills; ability to communicate with all levels in an organization.Disciplined approach to documentation, deal execution and client follow up.Self-motivated and self-drivenGood interpersonal skills and team playerWillingness to travelFunctional knowledge of FX markets, trade finance (letter of credit, bank guarantees, LCs, documentary collections
💡 Quick Summary
Seeking a career-building opportunity? The Relationship officer position is now open for candidates interested in the Bank Jobs sector. This role in London offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.