commercial banking relationship manager

First Abu Dhabi Bank FAB

Job Description <div> The role will primarily focus on managing and growing portfolio revenue and income from both borrowing and non-borrowing customers under the Virtual Relationship Unit within the CMB segment. Additionally, the role emphasizes building and maintaining strong customer relationships, ensuring personalized service, and contributing to the overall profitability and long-term sustainability of the bank s portfolio 1.Client Relationship Management: <ul> <li>Serve as the primary point of contact for commercial banking clients under the virtual relationship management.</li> <li>Provide prompt and efficient responses to customer inquiries via phone, email, and video calls.</li> <li>Ensure that all clients interaction is managed in line with agreed TAT/SLAs, including response and resolution times.</li> <li>Build and maintain strong long-term relationships with clients to understand their business needs and provide tailored solutions.</li> <li>Take ownership of customer issues and follow proactively through to ensure resolution. Maintain clear and professional communication with clients. </li> <li>Effectively manage and escalate complex issues to senior management when necessary, ensuring that they are resolved promptly.</li> <li> Accurately document client interactions, issues, and resolutions in the CRM system.</li> <li>Work with other team members to ensure consistency in service delivery and share best practices.</li> <li>Manage service delivery expectation of customers to sustain positive NPS score and minimize NPS detractors in the managed portfolio.</li> </ul> 2. Service Operation Management <ul> <li>Ensure all client service requests are attended (financial &amp; non- financial,) are completed within agreed service-level agreements (SLAs).</li> <li>Follow-up with supporting units to ensure proper follow-up on client s service request (SR).</li> <li>Obtain customer information and reply to AML/STR alerts raised on assigned accounts within the assigned approved Turnaround time (TAT)</li> <li>Track and monitor requests to ensure accurate and efficient completion, troubleshooting issues as they arise.</li> <li>Act as a liaison between various departments (e.g., CCS Centres, Compliance, Risk, IT, Legal, Treasury, and Operations) to ensure client requests are addressed in line with FAB policies and regulatory requirements.</li> <li>Ensure that all service operations are conducted in compliance with banking regulations, internal policies, and risk management frameworks.</li> <li>Implement procedures to mitigate operational risks and ensure the integrity and confidentiality of client information.</li> </ul> 3. Support Virtual Relationship Managers (VRMs) <ul> <li>Work closely with (VRMs) to analyze client portfolios and identify potential sales opportunities.</li> <li>Implement strategies to retain and win back the customers leading to the enhancement of client retention rate.</li> <li>Identify opportunities to upsell or cross-sell bank products and services to clients. Generate referrals by referring the client to other commercial banking sales channel for revenue generation product viz TWC, PL assist, FX, investment, Banca, and liabilities.</li> <li>Provide clients with information on banking products, services, and market trends.</li> </ul> 4. Training and Development: <ul> <li>Participate in training and development programs to stay current on banking products, services, policies, and procedures.</li> <li>Contribute to process improvements to enhance the client experience and operational efficiency.</li> <li>Mentor new team members by sharing best practices and providing guidance on handling complex customer interactions.</li> <li>Take the accountability for self-learning and professional development in addition to completion of all mandatory trainings.</li></ul></div>

Support Officer- Virtual Relationship

First Abu Dhabi Bank

Job Title Virtual Relationship Manager Commercial Banking (CMB) Dubai, UAE Job Description Virtual Relationship Manager Commercial Banking (CMB) Dubai, UAE Position Overview First Abu Dhabi Bank (FAB) is seeking a Virtual Relationship Manager to handle a hybrid portfolio of borrowing and non-borrowing clients within its Commercial Banking (CMB) segment. Based in Dubai, this role offers a unique opportunity to engage clients remotely while driving revenue growth, portfolio activation, and customer satisfaction. If you're passionate about banking in a digital-first model, this is a high-impact opportunity with the UAE's largest and most secure bank. Job Details Location: United Arab Emirates Location: Dubai Industry: Banking / Mortgage Professionals Function: Sales Gender: Any Candidate Nationality: Any Candidate Preferred Location: Any Job Type: Full-time Key Responsibilities * Manage a portfolio of 400 500 primarily non-borrowing clients under the Virtual Relationship Unit * Achieve portfolio growth, revenue targets, product penetration, and client activation KPIs * Reactivate dormant or inactive customers and onboard new clients through referrals * Cross-sell FAB banking products including accounts, trade, lending, FX, and bancassurance * Act as the primary remote point of contact for clients, delivering proactive advisory and support * Maintain accurate CRM and customer engagement records to ensure personalized service * Ensure full compliance with AML, KYC, sanctions, and regulatory obligations * Coordinate with risk and compliance teams on enhanced due diligence and transaction reviews * Provide input on process improvements and contribute to service excellence and NPS growth * Regularly update KYC profiles and remediate expired cases in line with bank standards * Participate in FAB s training and development programs to continuously improve service delivery Candidate Requirements * Bachelor s degree in Business Administration, Finance, or Banking preferred * At least 3 years of experience in Corporate, Commercial, or Business Banking * Proven ability to manage client relationships remotely across a large portfolio * Strong understanding of banking products and commercial customer needs * Excellent communication, advisory, and service orientation * Familiarity with KYC, AML, risk controls, and governance frameworks * Proficient in maintaining customer lifecycle and activity tracking through CRM systems

Virtual Relationship Manager Commercial Banking

United States Citigroup

Citi Commercial Bank offers its clients the convenience, a global banking network, thought leadership and global financial capabilities of Citi. We deliver extensive industry knowledge, local expertise and dedicated service support to Mid-Market companies, with an international footprint. We are focused on providing banking and financial solutions to our clients across 5 key growth industries - Business &amp; Professional Services, Industrials, Digital, Technology &amp; Communications, Consumer and Healthcare. The primary responsibility of the Associate will be, in cooperation with the Senior Relationship Managers, servicing the banking &amp; financing needs of international Mid-Market clients, deepening existing client relationships and acquiring &amp; onboarding new commercial banking clients. Responsibilities: <ul> <li>Build relationships with Citi network and operational teams, becoming one of the key contacts for clients requests, internal requests/escalation and resolution.</li> <li>Support Senior Relationship manager in management of assigned portfolio of clients.</li> <li>Work closely with Senior Relationship Managers to ensure we provide a 'Client First' approach and help to deliver outstanding day to day banking &amp; operational support to our Mid-Market clients.</li> </ul> <ul> <li>In cooperation with Senior Relationship Manager calls on clients and maximise One Citi client experience, by proactively leveraging and sharing Citi s market leading insights, global network and solutions.</li> <li>Monitor and support products implementation processes, clients on-boarding process and manage sales CRM platform.</li> <li>Liaise with Relationship Associate to ensure adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met.</li> <li>Develops and maintains strong ties with Commercial Banking teams across the globe, in particular CCB colleagues working across the same sector vertical, CCB colleagues supporting subsidiary businesses overseas (Commercial Subsidiaries Group). Collaborate and work closely with various product teams (cash sales, trade finance, markets, corporate finance), Underwriting / Risk teams.</li> <li>Work with Senior Relationship Managers to analyse client relationships, risks &amp; opportunities, assists with credit application write-up, financial spreading, deal structuring, returns calculation, documentation review &amp; preparation. Administrate the credit relationship of clients, ensuring the proper application of policies and institutional processes.</li> <li>Understand key commercial banking processes &amp; solutions, including Transactional Banking, FX, Trade, Treasury, Working Capital and Lending products.</li> <li>Support Senior Relationship Managers on solutioning assessment, preparation of pitch books and meeting materials, assists with new clients acquisition.</li> <li>Work collaboratively with key internal stakeholders across CCB, share best practice across teams in order to deliver 'best in class' relationship management to new and existing clients.</li> <li>Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li> </ul> Qualifications: <ul> <li>5-8 years of experience</li> <li>Previous banking experience</li> <li>Working within Commercial/Corporate banking is desirable.</li> <li>Experience in a Client Relationship role or client facing role.</li> <li>Sales, presentation and communication skills. Focus on first class service quality.</li> <li>Analytical and credit skills</li> <li>High level of self-motivation</li> <li>Knowledge of general banking processes, general understanding of commercial banking solutions</li> <li>Ability to build &amp; develop strong client relationships.</li> <li>Effective collaboration skills with Senior Relationship Managers and Commercial Banking partners</li> <li>Analytical and problem-solving skills.</li> <li>Proficiency with Microsoft and CRM applications</li> </ul> Education: <ul> <li>Bachelor's/University degree or equivalent experience</li> </ul>

Commercial Associate AVP

Job Title Client Relationship Executive Virtual Commercial Banking Dubai, UAE Job Description Client Relationship Executive Virtual Commercial Banking Dubai, UAE Position Overview First Abu Dhabi Bank (FAB) is seeking a Client Relationship Executive to join our Virtual Relationship Unit within the Commercial Banking segment. Based in Dubai, this role is ideal for professionals experienced in digital client servicing and commercial banking support. You will play a key role in managing a portfolio of virtual commercial clients, enhancing client satisfaction, and driving relationship growth through personalized and compliant service delivery. Employment Overview Location: United Arab Emirates Location: Dubai Industry: Banking / Mortgage Professionals Function: Customer Support / Client Care Gender: Any Candidate Nationality: Any Candidate Preferred Location: Any Job Type: Full-time Core Duties Act as the main point of contact for commercial banking clients managed under virtual servicing Respond promptly to client queries via email, phone, or video, adhering to SLA/TAT targets Document all client interactions in the CRM system with accuracy and clarity Monitor and resolve service requests, coordinate across departments for timely resolutions Support Virtual Relationship Managers (VRMs) by identifying upselling or cross-selling opportunities Manage service-related operations while ensuring compliance with internal policies and regulatory guidelines Track portfolio activity, reduce NPS detractors, and ensure high client satisfaction Assist with AML/STR alerts and ensure data confidentiality across all service operations Stay updated on FAB products and services to guide clients effectively and drive revenue opportunities Candidate Requirements High school diploma required; bachelor s degree in Finance, Business, or a related field preferred 2 3 years of experience in banking or financial client servicing Excellent verbal and written communication skills Strong organizational, multitasking, and CRM system proficiency Customer-focused mindset with problem-solving and conflict resolution skills Experience with digital communication platforms and service request handling

Client Relationship Executive Virtual Commercial

IDFC FIRST Bank

<div>
 
 Job Requirements
 
 
 
 
 Job Requirements
 
 
 
 
 Role/ Job Title:
 
 Associate Relationship Manager &ndash; Commercial Banking
 
 
 
 Function/ Department:
 
 Commercial Banking
 
 
 
 Job Purpose
 
 
 
 Support the Relationship Manager in acquiring and activating clients, driving book growth and fee income, and cross‑selling transaction banking products (CMS, Trade Services) and treasury/FX solutions, while ensuring flawless execution, documentation, and risk/compliance hygiene across the portfolio. Coordinate with product, credit, legal, and operations teams to deliver timely solutions, superior client service, and robust MIS/reporting.
 
 
 
 Roles &amp; Responsibilities
 
 
 
 <ul>
 <li>
 Assist in preparing client proposals, credit appraisals, and documentation.
 </li>
 <li>
 Act as a secondary point of contact for clients, ensuring timely responses to queries.
 </li>
 <li>
 Support RMs in meeting balance sheet and income targets from interest and fee-based products.
 </li>
 <li>
 Track opportunity pipelines and account activation (utilization, first drawdown, wallet ramp-up).
 </li>
 <li>
 Ensure smooth execution of transactions, including disbursements and amendments.
 </li>
 <li>
 Coordinate with internal teams to resolve operational bottlenecks.
 </li>
 <li>
 Prepare CAM for NTB and ETB renewals; monitor covenants for existing contracts.
 </li>
 <li>
 Maintain accurate client records, including financial statements and transaction history.
 </li>
 <li>
 Generate reports for RM and management review.
 </li>
 <li>
 Identify opportunities for cross-selling products like treasury services, CMS, and forex.
 </li>
 <li>
 Support RM in achieving cross-sell targets.
 </li>
 <li>
 Maintain CRM hygiene by logging interactions, updating opportunities, and ensuring periodic reviews.
 </li>
 <li>
 Prepare meeting notes and action trackers; follow through to closure.
 </li>
 <li>
 Support audits and compliance reviews; close observations within timelines.
 </li>
 <li>
 Curate sector and competitor intelligence; contribute to campaigns and AOP inputs.
 </li>
 <li>
 Provide back-up coverage for RM during leave/travel to ensure service continuity.
 
 
 </li>
 </ul>
 
 Education Qualification
 
 
 
 Graduation: Any graduate
 
 
 Post-graduation: Any post- graduate
 
 
 
 Experience:
 
 0 to 4 years of relevant experience
</div>

Associate Relationship Manager - Commercial Banking

HSBC

<div>
 
 Some Careers Open More Doors Than Others.
 
 
 
 If you&rsquo;re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
 
 
 HSBC Corporate and Institutional Banking serves millions of businesses ranging from small, to large corporates, providing commercial customers with a full range of banking services including Global Trade and Receivables Finance, financing, multi-currency business accounts, payments and cash management, and wealth management and insurance, as well as a comprehensive range of financing solutions. HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Our sector-focused Banking relationship managers provide a single coverage point for multi-national clients. With our global capabilities and footprint, vast expertise, and local knowledge, our Global Network Banking teams connect clients to the products and services that meet their international financial needs.
 
 
 With dedicated Relationship Managers and Product Specialists providing local support and advice in over 60 countries and territories, HSBC helps connect customers to opportunities.
 
 
 We are currently seeking an experienced professional to join as an Associate Relationship Manager ( ARM) in the Mumbai Global Network Banking Team to support a diverse portfolio of Subsidiary Banking customers.
 
 
 
 Principal Responsibilities
 
 
 
 <ul>
 <li>
 Prepare quality, creditworthy new and review business proposals within agreed deadlines for submission to the approval authorities and manage the approval and documentation process end to end.
 </li>
 <li>
 Co-ordinate with clients for financial information, security documentation, and for any other day to day operations related matters.
 </li>
 <li>
 Business generation oriented approach to assist HSBC attain its growth targets. Recognize and escalate business and cross sell opportunities to the RMs and work with the RM in converting the opportunities.
 </li>
 <li>
 Monitor the credit quality of the portfolio and take timely remedial measures as applicable.
 </li>
 <li>
 Ensure implementation of all audit and regulatory recommendations.
 </li>
 <li>
 Ensure top notch Housekeeping of clients wrt to timely RMT closures.
 </li>
 <li>
 Liaise with various internal departments (Risk, CDT OPS, GPS, GTS, etc) and ensure efficient servicing of corporate customers.
 </li>
 <li>
 Ensure timely compliance with all FCC requirements for the portfolio. Co-ordinate with Mid Office and Internal Teams for ensuring account opening and KYC remediation&rsquo;s are completed on time.
 </li>
 <li>
 Collation of various MIS as per requirement from time to time.
 
 
 </li>
 </ul>
 
 Qualifications - External
 
 
 
 <ul>
 <li>
 18 months+ of relevant experience in client management/ corporate banking role.
 </li>
 <li>
 Sound commercial banking skills including a working knowledge of commercial banking products, key market sectors, local regulatory environment and financial analysis skills.
 </li>
 <li>
 Ability to work on fast turnarounds, tight deadlines &amp; handle competing priorities
 
 
 </li>
 </ul>
 
 Additional Information
 
 
 
 <ul>
 <li>
 Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
 
 
 </li>
 </ul>
 HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
 
 
 Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
 
 
 Issued by The Hongkong and Shanghai Banking Corporation Limited, India
</div>

Associate

Royal Business Bank

Senior Relationship ManagerJOB SUMMARYResponsible for building strong relationship with customers, identifying potential business opportunities, and generate deposits, loans, and fee incomes. Also is developing a plan to maintain and grow existing relationships and is responsible for developing new relationships that meet Bank's client selectivity and risk appetite.RESPONSIBILITIES<ul><li>Building positive and strong relationships with staff and customers, to develop new clients for the bank.</li><li>Promote various products and in-charge of product sales.</li><li>Interact with customers to understand their businesses and to provide exceptional services to meet their banking needs</li><li>Developing potential business relationships by actively participating local community events or activities.</li><li>Report and communicate with Head of C&amp;I Banking for proactive marketing strategy planning.</li><li>Underwriting support deemed necessary by Manager.</li><li>Perform other duties as assigned.</li></ul>QUALIFICATIONS<ul><li>EDUCATION: Bachelor&rsquo;s degree or equivalent.</li><li>EXPERIENCE: 8-10 years of experience as a Relationship Manager or equivalent. Thorough knowledge of commercial lending, trade finance, and bank products that include cash management, FX, and others.</li></ul>SKILLS/ABILITIES<ul><li>Strong marketing skills, interpersonal abilities, customer service andCommunication skills. Bilingual (English/Mandarin) is a plus.</li></ul>WHY WORK FOR US?Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:<ul><li>Medical insurance</li><li>Vision insurance</li><li>Dental insurance</li><li>401(k)</li><li>Disability insurance</li></ul>Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website www.royalbusinessbankusa.com. Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.Job Type: Full-timePay: $165,000.00 - $200,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Referral program</li><li>Vision insurance</li></ul>Work Location: In person

Senior Relationship Manager

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