Client Relationship Executive
5 days ago
UnionBank of the Philippines is seeking a Client Relationship Executive to join our team.
Job OverviewThe Client Relationship Executive will be responsible for building and maintaining strong relationships with clients, increasing account base and total funds portfolio. This includes conducting market surveys, identifying prospective clients, and determining their banking requirements.
The selected candidate will also be responsible for regularly conducting business calls and presentations to prospective clients, accomplishing and submitting call reports, and providing specific guidelines to branch service personnel on client relationships.
In addition, the successful candidate will formulate and execute strategies to ensure attainment of business volume, screen and evaluate credit worthiness of clients, and harness resources for efficient client conversion and deposit generation.
The Client Relationship Executive will work closely with the Branch Manager to ensure that all branch service and operations personnel are oriented with bank products and services, and are trained on basic selling skills.
Responsibilities- Build and maintain strong relationships with clients to increase account base and total funds portfolio.
- Conduct market surveys to identify prospective clients and determine their banking requirements.
- Regularly conduct business calls and presentations to prospective clients, and accomplish and submit call reports.
- Provide specific guidelines to branch service personnel on client relationships and ensure attainment of business volume.
- Screens and evaluates credit worthiness of clients, and harnesses resources for efficient client conversion and deposit generation.
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