banking relationship manager

Arab Bank

<div>
 <ul>
 <li>
 Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products &amp; services
 </li>
 <li>
 Provide financial services solutions to the HNW and wealth client base
 </li>
 <li>
 Developing a plan to acquire new client relationshipsas well as broadening existing client relationships
 </li>
 <li>
 Achieving sales targets in line with best practice standards of services and acting as a &ldquo;Trusted Advisor&rdquo; to the HNW clientele
 </li>
 <li>
 Establish sales and revenue targets for existing and new client relationships
 </li>
 <li>
 Adhering to Private Banking service quality standards
 </li>
 <li>
 Complying with Private Banking policies and guidelines
 </li>
 <li>
 Broaden existing client relationships (greater share of wallet, higher cross sell ratios)
 </li>
 <li>
 Provide clients with comprehensive advisory services based on best practices and as per customer risk appetite.
 </li>
 <li>
 Develop a comprehensive risk profile per customer and maintain updated file on quarterly basis.
 </li>
 <li>
 Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
 </li>
 <li>
 Research competitive offering and solicit client feedback for new product ideas
 </li>
 <li>
 Escalate customer suggestions/concerns to the Country/Region head
 </li>
 <li>
 Providing the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership
 </li>
 <li>
 Maintain &amp; service the onshore and offshore private banking customers and penetrate the cross border relationships
 </li>
 <li>
 Retain Client ownership (strong knowledge of client account, transactions and all issues related to client)
 </li>
 <li>
 Ensuring compliance with Private Banking policies andregulations and adhering to service quality standards.
 </li>
 <li>
 Complying with Private Banking policies guidelines, KYC and AML regulations.
 </li>
 <li>
 Ensure that all clients&rsquo; files are updated and all documents are available.
 </li>
 </ul>
</div>

Wealth Management & Private Banking Relationship Manager

Emirates NBD

<div>
 
 Responsibilities:
 
 <ul>
 <li>
 Responsible for achieving pre-determined targets of Assets, Liabilities, trade finance commissions, acquire NTB clients.
 </li>
 <li>
 Retain existing clients through focused relationship management activities.
 </li>
 <li>
 Provide advice on potential financial solutions based on identified needs.
 </li>
 <li>
 Handle and resolve customer queries in a timely manner.
 </li>
 <li>
 Analyze financial requirements of customer and match with banks products offerings.
 </li>
 <li>
 Develop opportunities to increase the sales production.
 </li>
 <li>
 Prepare, and review all required reports and KYC forms to ensure that all transactions are adhered to the bank&rsquo;s policies and procedures.
 </li>
 <li>
 Prepare the needed credit packages required ensuring that it is designed with the appropriate requested facility package and to ensure all credit risks are addressed for the submission of credit files to SMEs risk team.
 </li>
 <li>
 Coordinate with SMEs risk team to finalize the approval memo fulfilling the proposed facility package requirements and the associated terms and Conditions matching with client&rsquo;s needs.
 </li>
 <li>
 Follow up the implementation of the approval memo till the facility is booked including fulfillment of all requested documents, collaterals, and conditions.
 </li>
 <li>
 Follow-up on his existing portfolio of assets and liabilities clients to maintain a regular portfolio.
 </li>
 <li>
 Follow-up on his portfolio fulfilling all the needed governance controls ( KYCs update , overdrawn accounts settlement , dormant accounts , etc. )
 </li>
 </ul>
 
 
 
 
 Knowledge, Skills, Experience
 
 <ul>
 <li>
 Minimum 4-5 years of Experience in Business Banking
 </li>
 <li>
 Credit certified is a must
 </li>
 <li>
 Marketing Skills.
 </li>
 <li>
 Speed &amp; Accuracy
 </li>
 <li>
 Technical expertise.
 </li>
 <li>
 Interpersonal &amp; Communication Skills.
 </li>
 </ul>
 
 
</div>

Business Banking Senior Relationship Manager

Washington Trust Bank

<div>As a member of our Commercial Banking Team, the role serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, credit, and/or depository services. Participates in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals. Provides premier client service while assuring bank and division profitability and asset quality standards are met.
<div>
<div><div><div>Bank Overview:
Founded in 1902, Washington Trust Bank remains proudly independent. For more than 120 years, we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship and who seek tailored financial products and services. Our heritage and mission remain clear today: we will be the best at understanding and meeting the financial needs of our customers.

Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank, growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington, Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers.

We have never strayed from our commitment to client service, continuing to grow our commercial, private banking, wealth management, small business and consumer portfolios even in the most challenging macroeconomic environments. Our sound business practices, innovation, knowledge and expertise have seen us through both the best and the most difficult economic cycles. Washington Trust&rsquo;s longevity and success are a testament to our unwavering commitment to our clients and our employees.
</div>
</div> 
</div></div>CRE Industry Focus:
<ul>
<li>Construction and term loan experience within multiple CRE asset classes including:</li>
<li><ul><li>Office</li>
<li>Retail</li>
<li>Industrial</li>
<li>Multifamily</li>
<li>Owner Occupied</li>
</ul></li><li>Collaborating with internal Commercial Lender colleagues on assisting bank clients with owner and non-owner occupied construction needs.</li>
<li>Collaborating with CRE Servicing Group daily to assure client driven timelines are being met.</li>
<li>Understanding industry contacts within secondary market and brokerage industries.</li>
<li>Understanding low-income financing including LIHTC and other subsidized financing structures.</li>
<li>Experience working with internal and external legal counsel to negotiate loan documents if/when required by Borrower.</li>
</ul>
Relationship Management/Client Service:

Maintains responsibility for retaining and expanding a specific book of relationships, understanding the intricacies of each relationship to provide superior service to Bank clients. Deliver personalized banking strategies that align with client objectives, enhancing their business operations through our comprehensive suite of banking services.

Sales/Business Development:

Proactively investigates opportunities for expanding market share and making business more profitable, focusing on identifying prospective clients and additional banking needs among current clients. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships and other referrals sources.

Risk Management:

Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations relevant to banking services.

Qualifications:
<ul>
<li>Experience:</li>
</ul><ul><li><ul><li>Understanding of commercial real estate lending principles, especially construction and owner‑occupied financing.</li>
<li>
Awareness of construction draw processes.
</li>
<li>Exposure to construction loan underwriting.
</li>
<li>Ability to work with clients as a trusted advisor, with moderate to complex credit needs. Excellent relationship management skills required, along with a strong credit background and business development acumen.
</li><li>Experience in the sales of cash management products or related sales experience at a financial institution.</li>
<li>Work experience in relationship management, including experience in specific unit areas like investment, securities, cash management, real estate, commercial lending, and consumer lending.</li>
</ul></li></ul><ul><li>Knowledge:</li>
</ul><ul><li><ul><li>Knowledge of Bank lending procedures, as set by the current, published Loan Policy.</li>
<li>Advanced loan documentation knowledge; understanding of complex credit structures and documentation.</li>
<li>Working knowledge of Bank products and services.</li>
</ul></li></ul><ul><li>Skills:</li>
</ul><ul><li><ul><li>Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc).</li>
<li>Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients.</li>
<li>Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results, and developing working relationships with potential and current clients.</li>
<li>Ability to set and achieve challenging goals.</li>
</ul></li></ul><ul><li>Education: Bachelor&rsquo;s Degree in Finance, Accounting, Business or equivalent experience.</li>
</ul>
Compensation:

Relationship Manager II - $81,260 - $121,890 
Relationship Manager III - $98,977 - $148,465 
Relationship Manager IV - $114,813 - $172,220

The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan.

What Our Culture Can Offer You:

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Relationship Manager - CRE

YES BANK

<div>
 
 Job Title
 
 : Relationship Manager / SM / AVP
 
 
 
 Department
 
 : Small Enterprises (SE) - Working Capital Products
 
 
 
 Experience
 
 : 3-4 years
 
 
 
 Grade
 
 : SM / AVP
 
 
 
 Role Summary
 
 
 
 We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover up to ₹150 Cr maintaining portfolio hygiene and actively engaging in cross-selling financial products.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Client Acquisition (NTB): Source new-to-bank (NTB) clients in the small enterprise segment with turnover up to ₹150 Cr. Identify opportunities through market intelligence, references, and industry networking.
 </li>
 <li>
 Portfolio Management: Manage and deepen relationships with the existing client portfolio. Regular engagement with clients to ensure satisfaction and retention.
 </li>
 <li>
 Credit Note Preparation: Conduct financial analysis and prepare detailed credit notes for new and existing clients. Evaluate risk and structure proposals in line with bank&rsquo;s credit policies.
 </li>
 <li>
 Sanction Process &amp; Stakeholder Coordination: Liaise with internal credit teams for proposal discussions and approvals. Effectively communicate with clients to understand their financial needs and ensure alignment with product offerings.
 </li>
 <li>
 Portfolio Hygiene: Ensure timely renewals, limit compliance, documentation, and monitoring of early warning signals. Maintain high asset quality and minimize delinquencies.
 </li>
 <li>
 Cross-Selling: Identify and capitalize on cross-selling opportunities across products like trade finance, treasury, cash management, insurance, and working capital solutions.
 
 
 </li>
 </ul>
 
 Desired Candidate Profile
 
 
 
 <ul>
 <li>
 Graduate/Postgraduate in Finance, Commerce, or a related field.
 </li>
 <li>
 3-4 years of experience in corporate/SME/ME banking.
 </li>
 <li>
 Strong understanding of credit analysis and financial statements.
 </li>
 <li>
 Excellent relationship management and communication skills.
 </li>
 <li>
 Proven ability to drive business and manage risk effectively.
 </li>
 </ul>
</div>

Relationship Manager

Huntington Bank

<div><h1 class="jobSectionHeader">Description</h1>
Summary:
The Regional Banking Relationship Manager Sr. is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues.
Duties and Responsibilities:<ul><li>
Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of local market COI relationships, both external and internal.</li><li>
Analyze, structure and close profitable loan transactions of the most complex nature in Regional Banking.</li><li>
Maintain and confirm credit worthiness of customers. Gather, review and track appropriate documentation from applicants.</li><li>
Manages and maintains strong relationships with a book of existing business customers by providing insights and advice. Segment target markets are businesses between $2-$50 million in sales size with aggregate credit exposures up to $25million. Heavy focus on businesses above $25 MM in sales size.</li><li>
Deepens existing relationships through active engagement of internal partnerships and providing insightful advice and guidance to customers. Delivers the entire bank to customers.</li><li>
Responsible for Portfolio Management in varying sizes in terms of complexity of credits and number of accounts to include quarterly portfolio reviews, and CAR and collecting of necessary document.</li><li>
Works with the Huntington Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery.</li><li>
Represents the bank within the community through representation on keyboards and at business and community functions.</li><li>
Works well within a team environment and collaborates closely with internal partners to deliver customer solutions.</li><li>
Partner with more junior Regional Banking colleagues on more complex credits.</li><li>
Performs other duties as assigned.</li></ul>
Basic Qualifications:<ul><li>
Bachelor&rsquo;s degree or equivalent (4 year of education and Business Banking/ Commercial lending experience)</li><li>
10+ years of Business Banking/Commercial Banking experience</li></ul>
Preferred Qualifications:<ul><li>
Well-versed in complex commercial credits with 10+ years Business Banking or Commercial sales experience</li></ul> 
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We&rsquo;re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.</div>

Relationship Manager Sr

HDFC Bank Limited

<div>
 
 
 We are hiring RELATIONSHIP BANKING HEAD-EBFS !!!
 
 
 
 
 
 
 Location:
 
 Vadodara
 
 
 
 Education Qualification: Any Graduate
 
 
 Work Experience: Min. 8+ Years of work experience in Finance/ Telecom Sector
 
 
 Job Responsibility:
 
 <ul>
 <li>
 Drive and manage the CSRMs reporting to him/her to enable successful relationship management of allocated corporate.
 </li>
 <li>
 Ensure achievement of business targets across liability and cross sell products.
 </li>
 <li>
 Monitoring business growth vis-&agrave;-vis potential available in the assigned companies (total employee strength, total salary payout, addressable base for cross sell products).
 </li>
 <li>
 Joint working with relevant stakeholders at the regional level across CBG / ECG / BBG / Assets / Cards
 </li>
 </ul>
 
 
 
 
 
 Interested candidates can share their resume on shubhi.saxena@hdfc.bank.in
 
 
 
 
</div>

RELATIONSHIP BANKING HEAD- Vadodara

DOHA BANK

<div>
 
 We are seeking an experienced and dynamic Relationship Manager to join our growing team at Doha Bank. In this role, you will be responsible for developing new business opportunities, managing a portfolio of corporate clients, and providing tailored financial solutions to meet their evolving needs. Candidates with experience in sectors such as Trading &amp; Manufacturing, Services, Contracting, Real Estate, and Small and Medium Enterprises (SME) are highly encouraged to apply.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 <ul>
 <li>
 Develop and manage strong, lasting relationships with corporate clients to ensure high customer satisfaction and retention.
 </li>
 <li>
 Identify and pursue new corporate credit sales opportunities to expand Doha Bank&rsquo;s portfolio.
 </li>
 <li>
 Collaborate with Section Heads and Department Heads to implement corporate banking strategies and business plans.
 </li>
 <li>
 Provide expert advice to clients on suitable banking products and solutions.
 </li>
 <li>
 Manage daily account activities and coordinate service delivery for high-tier corporate clients.
 </li>
 <li>
 Oversee financial statement assessments and guide Relationship Officers on portfolio management.
 </li>
 <li>
 Lead cross-selling efforts across Wholesale Banking teams to maximize revenue potential.
 </li>
 <li>
 Promote Doha Bank&rsquo;s products and services, ensuring competitive pricing and seamless implementation.
 </li>
 </ul>
 
 
 
 
 
 What We&rsquo;re Looking For:
 
 
 <ul>
 <li>
 University degree in Business, Finance, or related field (Master&rsquo;s degree or CFA qualification is a plus).
 </li>
 <li>
 Minimum 10 years of experience in Corporate Banking or a similar role within the banking industry.
 </li>
 <li>
 Strong sales, relationship management, negotiation, and influencing skills.
 </li>
 <li>
 Excellent communication skills in English; Arabic language skills are highly desirable.
 </li>
 <li>
 A strategic thinker with a client-centric approach and a passion for business growth.
 </li>
 </ul>
 
 
 
 
 
 Why Doha Bank?
 
 
 <ul>
 <li>
 Work with one of the region&rsquo;s leading financial institutions.
 </li>
 <li>
 Drive meaningful client relationships and shape innovative banking solutions.
 </li>
 <li>
 Competitive compensation and career advancement opportunities.
 </li>
 <li>
 Be part of a dynamic, supportive, and high-performing team.
 </li>
 </ul>
</div>

Relationship Manager (Wholesale Banking)

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