Relationship Manager

10 hours ago

Makati City, National Capital Region, Philippines ORIX METRO Leasing and Finance Corporation Full time ₱1,200,000 - ₱2,400,000 per year

Role Overview:

The Relationship Manager is responsible for growing and developing the existing portfolio and generating new business to expand the company's client base while achieving assigned volume targets.

Specific Duties and Responsibilities:

  • Explore and initiate the development of new borrowing accounts through direct solicitations, dealer referrals, and similar initiatives.
  • Monitor market movements, changes in clients' needs and strategies, and the development of the latest financial products.
  • Conduct regular client and plant visits to establish and maintain good working relationships, obtaining first-hand information on account developments.
  • Secure all pre-approval requirements necessary to evaluate borrower credit risk profiles.
  • Package credit facilities suitable for clients' needs and prepare corresponding credit proposals.
  • Ensure timely preparation and submission of marketing write-ups and other credit information for credit evaluation and approval processes.
  • Prepare call reports for each client visit or significant account development.
  • Conduct periodic reviews and initiate the classification of accounts, particularly those with deteriorating financial or credit standing.
  • Ensure receipt of complete documentary requirements before releasing any proceeds to borrowers.
  • Ensure all loan or lease availments comply with existing bank policies and Bangko Sentral ng Pilipinas (BSP) regulations.
  • Complete the Client Assessment Form as part of the company's Money Laundering and Terrorist Financing Prevention Program and any other related documents required by government regulatory agencies.
  • Ensure the absolute confidentiality of records and data gathered from clients.
  • Maintain complete and updated documents in credit folders.
  • Ensure all information in the Client Information System (CIS) and Account Management System (AMS) is complete, accurate, and updated.
  • Coordinate funding requirements and pricing information with the Treasury Division as necessary.
  • Perform other assigned tasks as needed.

Qualifications:

  • Graduate of Business Administration, Finance, Economics, or any business-related field
  • Proven track record of at least 5 years in sales, business development, or relationship management within the financial services industry
  • Knowledgeable in financial products, lending principles, and credit risk assessment
  • Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships
  • Proficient in analyzing market trends, identifying business opportunities, and developing strategies to achieve sales targets
  • Detail-oriented with strong organizational and time management skills
  • Proficient in MS applications
  • Familiar with banking regulations and compliance standards
  • Flexible to travel for client visits and business meetings as required

  • Relationship Manager

    3 weeks ago

    Makati City, National Capital Region, Philippines RCBC Full time

    Relationship Manager - Corporate BankingJob SummaryResponsible for soliciting new customers, as well as developing and growing a designated portfolio of corporate customers through professional account/relationship management, marketing and delivery of bank products and services with the end in view of attaining mandated targets, maximizing profitability for...

  • Relationship Manager

    2 weeks ago

    Makati City, National Capital Region, Philippines Security Bank Corporation Full time $900,000 - $1,200,000 per year

    JOB SUMMARYTheRelationship Managerof the Corporate Banking Group develops client portfolio of accounts to deliver budgeted goals and targets through cross-selling of bank products and new account on-boarding. S/He achieves revenue goals by approved through account planning, account profitability and risk management metrics.DUTIES AND RESPONSIBILITIESPrepares...

  • Relationship Manager

    1 week ago

    Makati City, National Capital Region, Philippines beBeeCustomerSupport Full time ₱4,000 - ₱7,000

    Job Title: Relationship ManagerElevate user satisfaction and drive business growth as a Relationship Manager in a fast-paced fintech environment.As a trusted advisor, you'll work closely with merchants to understand their pain points and provide tailored solutions to optimise their experience on our platform.You'll build strong relationships and become an...

  • Relationship Manager

    2 weeks ago

    Makati City, National Capital Region, Philippines Guevent Investments Development Corp. Full time $104,000 - $130,878 per year

    Our client, Salcedo Auctions, the country's premier auction house, is seeking a Relationship Manager to join our dynamic team.JOB DESCRIPTION AND RESPONSIBILITIES:Client and Consignor Engagement. Build relationships and guide clients through consignment and bidding.System Management. Maintain client and consignment records and coordinate updates...

  • Relationship Manager

    3 weeks ago

    Makati City, National Capital Region, Philippines Metrobank Full time

    Press Tab to Move to Skip to Content LinkRelationship Manager - Japanese Corporations DivisionBe in good hands with MetrobankHere 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...

  • Relationship Manager

    2 weeks ago

    Makati City, National Capital Region, Philippines Metrobank Full time

    Press Tab to Move to Skip to Content LinkRelationship Manager - Japanese CorporationsBe in good hands with MetrobankHere 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...

  • Relationship Manager

    2 weeks ago

    Makati City, National Capital Region, Philippines RCBC Full time

    Job SummaryGenerate new commercial loans for the Bank, develop existing loan portfolio, cross-sell the other products/services of the bank, and provide professional account management to meet its portfolio growth and profitability objectives while preserving asset quality. Establish, develop, and maintain a lasting and mutually beneficial relationship with...

  • Relationship Manager

    3 weeks ago

    Makati City, National Capital Region, Philippines Mizuho Full time

    The ideal candidate is a team player with at least 3 years of experience as Relationship Manager handling corporate accounts.ResponsibilitiesSolicits and negotiates deals and executes transactions from new and existing accountsManages and grows the assigned accounts while maintaining the required credit quality and compliance in all procedures and...

  • Relationship Management Officer

    6 days ago

    Makati City, National Capital Region, Philippines PJ Lhuillier Inc Full time ₱900,000 - ₱1,200,000 per year

    The position is primarily responsible for providing support to the Department Head in managing and maintaining business relationships with corporate partners.Duties and Responsibilities:Maintains complete and detailed knowledge of all company products and services.Informs existing and new corporate partners on the benefits and features of the new products...

  • Client Relationship Manager

    6 days ago

    Makati City, National Capital Region, Philippines Cartrack Full time ₱1,200,000 - ₱2,400,000 per year

    About Cartrack Technologies Philippines Inc. Cartrack is a global leader in operations technology and IoT (Internet of Things) solutions, supporting over 125,000 corporate customers across 24 countries worldwide. Our cloud-based platform helps businesses in industries such as logistics, leasing, construction, mining, and field services improve safety, cut...