relationship mgr

City National Bank

<div><div>RELATIONSHIP MANAGER CB</div><div> 
WHAT IS THE OPPORTUNITY?</div><div>
Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.</div><div> 
WHAT WILL YOU DO?</div><div><ul><li>
Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank.
</li><li>Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank.
</li><li>Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers.
</li><li>Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc.
</li><li>Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients&rsquo; credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions.
</li><li>Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank.
</li><li>Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
</li><li>Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
</li><li>Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management.
</li><li>Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues.
</li><li>Maintains awareness of competitive products, practices, rates and changes in market conditions.
</li><li>Analyzes problem credits and meets with client to develop solutions to minimize loss exposure.
</li><li>May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations.
</li>Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential 
<li>
</li></ul></div> 
<div>WHAT DO YOU NEED TO SUCCEED? 
</div><div>
Required Qualifications*<ul><li>
Bachelor's Degree or equivalent
</li><li>Minimum 3 years of lending experience required.
</li><li>Minimum 3 years of credit experience required
</li></ul><div></div><div><div>Additional Qualifications</div><ul><li>
Good understanding of all products and services applicable to target client segment.</li><li>
Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures.</li><li>
Demonstrated sales and marketing abilities.</li><li>
Good credit analysis and accounting skills.</li><li>
Capable of working well independently and in teams.</li><li>
Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.</li><li>
Strong interpersonal, verbal, and written communication skills.</li><li>
Strong demonstrated sales and marketing abilities including cross selling skills.</li><li>
Superior client relationship skills.</li><li>
Good understanding of commercial credit policies and procedures.</li><li>
General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction.</li><li>
Sound credit analysis and accounting skills.</li><li>
Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility.</li><li>
Must be capable of working well independently and in teams.</li><li>
Strong interpersonal, verbal, and written communication skills.</li></ul></div><div> 
WHAT'S IN IT FOR YOU?</div><div>
Compensation<div>
Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.</div></div><div> 
Benefits and Perks</div><div>
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:<ul><li>
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date</li><li>
Generous 401(k) company matching contribution</li><li>
Career Development through Tuition Reimbursement and other internal upskilling and training resources</li><li>
Valued Time Away benefits including vacation, sick and volunteer time</li><li>
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs</li><li>
Career Mobility support from a dedicated recruitment team</li><li>
Colleague Resource Groups to support networking and community engagement</li></ul><div>
</div><div>Get a more detailed look at our Benefits and Perks.</div></div><div> 
ABOUT US</div><div>
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America&rsquo;s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.</div><div> 
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT</div><div>
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 
 
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 
 
<ul><li>Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.</li></ul></div></div></div>

Relationship Manager CB

TopRecroot

<div>
 
 Our client, an international investment group, is looking to add a
 
 Relationship Manager
 
 to their team.
 
 
 This is a fully remote position covering Saudi Arabia, Qatar, and the UAE.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 <ul>
 <li>
 
 Fundraising &amp; Capital Raising:
 
 Lead fundraising efforts by building strong relationships with investors, institutions, and partners.
 </li>
 <li>
 
 Client Relationship Management:
 
 Develop and maintain long-term relationships with investors, ensuring consistent communication and trust.
 </li>
 <li>
 
 Deal Sourcing &amp; Execution:
 
 Identify potential opportunities, engage with companies, and support the full fundraising lifecycle.
 </li>
 <li>
 
 Market Development:
 
 Actively expand the group&rsquo;s network across the GCC region, introducing new opportunities and partnerships.
 </li>
 <li>
 
 Performance Tracking:
 
 Report on fundraising progress, investor pipeline, and deal activity.
 </li>
 <li>
 
 Collaboration:
 
 Work closely with senior management to develop strategies for growth and expansion.
 </li>
 </ul>
 
 
 
 
 
 About You:
 
 
 <ul>
 <li>
 Proven experience as a
 
 Relationship Manager / Fundraising Professional / Investment Manager
 
 with a minimum of
 
 5+ years
 
 in the field.
 </li>
 <li>
 Demonstrated ability to successfully
 
 fundraise significant amounts
 
 
 (please be ready to share track record: total amount raised, number of companies supported, and size of deals closed).
 
 </li>
 <li>
 Strong network across investors, institutions, and companies in the GCC is highly advantageous.
 </li>
 <li>
 Excellent communication and interpersonal skills with the ability to build lasting trust with stakeholders.
 </li>
 <li>
 Fluent in English; Arabic is a strong plus.
 </li>
 <li>
 Self-motivated, proactive, and able to work independently in a remote environment.
 </li>
 </ul>
 
 
</div>

Relationship Manager

Skinroots

Skinroots is seeking a passionate and result-driven Relationship Manager to manage patient counselling and sales conversions in dermatology, aesthetics, and hair restoration services. The role requires a professional who can combine patient care with sales expertise to deliver outstanding clinic performance.Key Responsibilities<ul><li>Welcome and counsel walk-in and referred patients, clearly explaining skin, hair, and aesthetic treatments.</li><li>Understand patient needs, recommend suitable procedures, and ensure a personalized treatment journey.</li><li>Drive sales conversions by explaining benefits, packages, and treatment outcomes.</li><li>Achieve monthly revenue and conversion targets through effective patient counselling.</li><li>Build strong, long-term patient relationships to maximize satisfaction, trust, and repeat visits.</li><li>Handle patient queries, objections, and concerns with empathy while maintaining a consultative sales approach.</li><li>Coordinate with doctors and therapists to ensure seamless patient flow and high-quality service delivery.</li><li>Maintain accurate patient data, follow-ups, and CRM updates to track conversions and retention.</li><li>Support promotional campaigns and referral programs to generate new patient leads.</li></ul>Requirements<ul><li>Graduate in any discipline (Business, Hospitality, Healthcare preferred).</li><li>Prior experience in Sales, Counselling, or Client Servicing in aesthetics clinic.</li><li>Strong communication, persuasion, and relationship-building skills.</li><li>Target-driven with a passion for sales and patient care.</li><li>Professional grooming and a customer-first mindset.</li></ul>Job Types: Full-time, PermanentPay: &#8377;30,000.00 - &#8377;70,000.00 per monthBenefits:<ul><li>Leave encashment</li><li>Paid sick time</li></ul>Application Question(s):<ul><li>How many years of experience do you have ?</li><li>Have you ever worked in a Hair transplant or Aesthetic Clinic?</li></ul>Work Location: In person

Aizn Real Estate Development LLC

We Are Hiring &ndash; Relationship ManagerLocation: Dubai, UAECompany: AiZN Real Estate Development L.L.CStarting Salary: AED 4,000/month + CommissionExperience Required: Minimum 3 years in Real Estate or SalesJob Description:AiZN is seeking a dynamic and experienced Relationship Manager to join our fast-growing real estate team in Dubai. The ideal candidate will be responsible for building and maintaining strong client relationships, identifying new business opportunities, and delivering exceptional customer service.Key Responsibilities:- Develop and maintain long-term relationships with clients- Provide expert guidance on real estate investment opportunities- Manage leads and follow up efficiently- Collaborate with the sales and marketing teams- Stay updated on market trendsRequirements:- Minimum 3 years of experience in real estate developer- Excellent communication and negotiation skills- Strong client-handling abilities- Ability to work under pressure and meet targets- UAE Driving License is a plusWhy Join Us?- Supportive team environment- Daily fresh leads- Career growth opportunities- Attractive commission structureApply now and take your career to the next level with AiZN.&gt; Submit your CV here&gt; For inquiries: hr@aizngroup.aeJob Type: Full-timeJob Type: Full-timePay: From AED4,000.00 per month

Doctor Wealth Financial Services Private Limited

The position will be directly responsible for interfacing and engaging with Clients on a day to day basis. This position requires effective and efficient sourcing and processing of Investment products requirements of Clients such as Mutual Funds, Life Insurance, PMS, etc. basis of their Risk profile. Similarly sourcing and servicing of Asset products such as Home loans, Mortgage, Auto loans, Loans against Shares, etc. The position will be responsible for ensuring all Financial requirements of the Client are serviced on time and result in growth in Client portfolio and relationship with the company. Key deliverables: &#61623; Monitor and address HNI clients for selling Financil products requirements &#61623; Use financial acumen and investment expertise to review a client&rsquo;s personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals &#61623; Focus on business development across liabilities, assets &amp; fee to sustain and achieve growth in relationship value, revenues &amp; improved client stickiness &#61623; Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling &#61623; Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio &#61623; Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile &#61623; Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls &#61623; Resolution of queries for all managed clients within TAT specified Key skills: &#61623; Ability to manage relationships to improve relationship value of existing Clients &#61623; Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization &#61623; Aptitude towards delivering high quality customer service with good organizational and interpersonal skills &#61623; Decision making skills with strong sense of ownership and ability to work under pressure &#61623; Ensure compliance with key regulatory and bank level requirementsCompetencies Passion: Constantly raises the bar for self &amp; team, has a strong execution bias, takes initiatives even in the face of significant difficulties Customer First: Leverages every customer interaction as an opportunity to make an impact, consistently seeks to understand customer needs, is accessible and responsive Compliance with Conscience: Own norms are aligned with Organizational code of conduct &amp; regulatory norms, consistently sets example by own conduct, always checks on grey areas with relevant authorityJob Types: Full-time, PermanentPay: &#8377;16,000.00 - &#8377;20,000.00 per monthBenefits:<ul><li>Cell phone reimbursement</li><li>Internet reimbursement</li><li>Paid sick time</li></ul>Work Location: In personSpeak with the employer +91 9947030152

Kanari & Co

<div>
 
 
 Relationship Manager
 
 
 
 
 Dubai
 
 
 
 We are currently hiring for Relationship Managers on behalf of a rapidly scaling FinTech in Dubai. The company is a financial growth partner for online businesses in the Middle East and Africa. They help businesses overcome cash constraints by financing their inventory and marketing budgets, allowing them to grow without giving up equity. They are backed by elite investors and have raised over $35M in their Pre-Series A round.
 
 
 
 
 
 
 Role Description:
 
 
 
 You'll be a key player in growing our business in the UAE by identifying and managing new client relationships. Your day-to-day will involve:
 
 <ul>
 <li>
 Growing the pipeline: Find and onboard new clients in the UAE, managing the entire sales cycle from initial contact to closing the deal.
 </li>
 <li>
 Reaching out: Execute outreach through various channels, including cold calls, emails, and LinkedIn, to generate new leads consistently.
 </li>
 <li>
 Building relationships: Strike strategic partnerships with key e-commerce stakeholders like payment providers, founder associations, and BNPL companies to help hit monthly targets.
 </li>
 <li>
 Managing the process: Update all deal activity in the CRM (Hubspot) and work with the commercial team to create customized sales plans for key clients.
 </li>
 <li>
 Being a point of contact: Maintain strong relationships with clients, acting as their main point of contact and ensuring they have the best possible experience with the platform.
 </li>
 </ul>
 
 
 
 
 
 Requirements for the role:
 
 
 <ul>
 <li>
 3+ years of client management, business development or sales experience, ideally in a bank or within SME lending.
 </li>
 <li>
 Fluency in verbal and written communication.
 </li>
 <li>
 Excellent negotiation skills.
 </li>
 <li>
 Experience with CRM software like Hubspot or Salesforce.
 </li>
 <li>
 Strong time-management skills and a proactive, problem-solving attitude.
 </li>
 <li>
 You're based in Dubai and can work in a hybrid environment.
 </li>
 </ul>
 
 
</div>

Doctor wealth Financial Services Pvt Ltd

Job Description: Relationship Manager (Mutual Funds, Demat Accounts, Insurance)Role Overview:A Relationship Manager (RM) in the financial services industry is responsible for managing and building strong relationships with clients to offer them personalized financial advice and solutions. The RM handles various investment and financial products such as mutual funds, demat accounts, insurance, and other financial instruments, ensuring that clients' financial goals and risk appetite are met through tailored solutions.Key Responsibilities:<ul><li>Client Relationship Management:</li><li>Act as the primary point of contact for clients, managing relationships and providing ongoing support.</li><li>Maintain and grow relationships with existing clients while identifying potential new clients through referrals, networking, or direct outreach.</li><li>Conduct regular meetings and reviews with clients to understand their financial needs, goals, and concerns.</li><li>Product Knowledge and Advisory:</li><li>Provide expert guidance on investment products like mutual funds, equities, insurance, and other financial services such as demat accounts.</li><li>Assess the client&rsquo;s risk appetite and financial objectives to recommend suitable investment products.</li><li>Keep clients informed about market trends, regulatory changes, and new product offerings.</li><li>Financial Planning and Wealth Management:</li><li>Analyze client portfolios and offer strategic advice to optimize returns and minimize risks.</li><li>Create personalized financial plans and investment strategies, ensuring alignment with the client's financial goals.</li><li>Regularly monitor the performance of client investments and suggest rebalancing when needed.</li><li>Sales and Cross-Selling:</li><li>Drive sales of financial products, including mutual funds, insurance policies, demat accounts, and other wealth management services.</li><li>Cross-sell products based on the client's financial needs, promoting relevant products to add value to the client&rsquo;s portfolio.</li><li>Achieve sales targets and contribute to the overall growth of the company's revenue.</li><li>Compliance and Documentation:</li><li>Ensure adherence to regulatory and compliance requirements in all client transactions and investment recommendations.</li><li>Maintain accurate and updated records of client portfolios, financial plans, and transaction histories.</li><li>Assist clients in documentation for account openings, transactions, and other formalities related to financial services.</li><li>Market Research and Updates:</li><li>Stay updated on the latest market trends, financial products, and regulatory changes.</li><li>Research and analyze market data to provide accurate advice to clients, ensuring they remain informed about investment opportunities and risks.</li><li>Communicate product knowledge and updates clearly to clients, aiding in informed decision-making.</li><li>Customer Service Excellence:</li><li>Provide prompt and professional customer service to address client queries, resolve issues, and ensure client satisfaction.</li><li>Develop trust-based relationships by being a reliable and proactive financial advisor.</li><li>Solicit feedback and continuously improve services to meet client expectations.</li></ul>Key Skills and Competencies:<ul><li>Product Knowledge: Deep understanding of mutual funds, insurance products, demat accounts, and other financial instruments.</li><li>Communication Skills: Excellent verbal and written communication skills to explain complex financial concepts clearly.</li><li>Customer-Centric Approach: Strong interpersonal skills and a client-first attitude.</li><li>Analytical Thinking: Ability to analyze market data and client portfolios to provide actionable financial advice.</li><li>Sales Acumen: Proven ability to meet sales targets through effective relationship-building and cross-selling strategies.</li><li>Problem Solving: Strong problem-solving skills to address client concerns and provide tailored financial solutions.</li><li>Attention to Detail: Accuracy in managing financial records and ensuring compliance with regulations.</li></ul>Qualifications:<ul><li>Bachelor&rsquo;s degree</li><li>Previous experience (2-5 years) in handling mutual funds, demat accounts, insurance, or other financial products in a similar relationship management or sales role. Freshers also considerable.</li></ul>Job Type: Full-timePay: &#8377;14,500.00 - &#8377;25,000.00 per monthWork Location: In person

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