Relationship Manager
Responsible for acquiring, managing, and growing client investment portfolios by providing tailored financial solutions aligned with clients’ goals. The Relationship Manager drives business growth through proactive sales efforts, market development initiatives, and relationship-building activities. This includes conducting client calls, regular fieldwork, and financial literacy sessions to increase visibility and client engagement. The role also entails continuous portfolio management, market monitoring, and the strategic positioning of pooled fund instruments. In addition, the Relationship Manager plays a key role in business development by leading investment-related events, collaborating with key stakeholders, and creating sales and presentation materials to support investment education and acquisition strategies.
- Conducts regular client calls for both selling and client servicing.
- In charge of acquisition of new accounts.
- Conducts regular fieldwork for market saturation.
- Drive profitability by maintaining a healthy balance and fee-based offerings (e.g., investments, life, and non-life insurance)
- Expand the customer base through new client acquisition
- Maintain strong controls throughout the account opening process
- Manages, maintains, and post-sales service of existing accounts.
- Monitors the market trends and outlook to better position the funds of his/her clients using different asset classes.
- Identifies and maximizes the different pooled fund instruments aligned with the financial objectives of their clients.
- Engage and build strong client relationships to increase wallet share while managing fund attrition rates.
- Provide exceptional client experiences at every stage of interaction
- Prepare and submit all reports accurately and on time
- Respond promptly to stakeholders’ needs and inquiries
- Spearheads activities that could ramp up inflow of investments including but not limited to, road shows, participation in marketing campaigns, participation in pod casts amongst other things
- Develops new markets and identifies organizations to saturate.
- Develops modules and presentations for selling and presentation activities.
- Engages with key stakeholders in corporate accounts.
- Conducts financial literacy sessions for education, awareness, and visibility.
Duties and Responsibilities:
- Ability to clearly and persuasively present investment products, conduct client meetings, and deliver financial literacy sessions
- Builds trust, maintains strong client relationships, and ensures a high level of client satisfaction and retention
- Effectively identifies client needs, positions products accordingly, and closes investment deals
- Handles client concerns empathetically and adapts communication styles to different personalities and stakeholder groups
- Delivers engaging presentations in roadshows, podcasts, and financial education sessions
- Navigates changing market conditions, client needs, and business priorities with agility and a solutionsoriented mindset
Core:
- Proficient in maintaining and optimizing client portfolios using a range of asset classes and pooled fund instruments
- Understands market trends, economic indicators, and financial instruments to guide investment decisions
- Skilled in identifying, targeting, and converting new clients and markets to expand business
- In-depth understanding of pooled funds, investment products, and services offered by the organization
- Capable of initiating and executing marketing campaigns, events, and partnership opportunities to generate inflows
- Familiar with industry regulations and ensures all client interactions and investment recommendations comply with applicable standards
Functional:
- Highly adept to evaluate and assess performance against agreed standards, High degree of professionalism and good business etiquette, Team player/ leader, People skills
- Demonstrates a high degree of professionalism and good business etiquette
- Strong team player and leader with excellent people skills
- Highly energetic, creative, and attentive to detail
- Able to motivate, inspire, and lead teams to deliver sales targets
- Able to coach, train and develop both individuals and teams to improve their performance
- Excellent communication and influencing skills at middle to senior levels in an organization
- Excellent planning and execution of initiatives
- Strong problem solving and decision-making skills
- Sales ability and People Skills
Behavioral:
- Bachelor’s Degree in Finance, Business, or a related field
Education:
- Minimum of 3 years of experience in sales, banking, or bancassurance
Relevant Experience:
- UITF certification exam, CISOL licensure exam