senior relationship manager

UBL - United Bank Limited

<div>
 
 UBL Qatar is looking to hire RM/SRM responsible to primarily mobilize CASA deposit and to manage liability portfolio to boost business of the branch &amp; achieve expected/given targets and level of growth in all key result areas and ensure constant improvement in liability portfolio.
 
 
 
 
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 Demonstrate strong ability to lead the team to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging our existing network to generate New to Bank leads.
 </li>
 <li>
 Lead, develop and manage a team of Relationship managers managing SME&rsquo;s &amp; High Net Worth premier clients to ensure achievement of the business objectives.
 </li>
 <li>
 Create and maintain an environment the team maximizes performances in achieving overall objectives.
 </li>
 <li>
 Perform continuous team's portfolio analysis to identify potential client leads and opportunities.
 </li>
 <li>
 Detailed, meticulous and precise in identifying opportunities and gaps and ability to craft out quick business strategies to achieve business goals.
 </li>
 <li>
 Monitor and act on sales activity management information and other internal information tools, using them to coach team and achieve the business goals.
 </li>
 <li>
 Ability to constantly inspect what we expect on team's deliverables on regular basis.
 </li>
 <li>
 Fulfilling clients necessitates while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metric.
 </li>
 <li>
 Use the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate use the support provided by specialists.
 </li>
 <li>
 Drive a high-performance culture through robust objective setting, performance reviews and action to address poor performance.
 </li>
 <li>
 Comply with local regulatory requirements.
 </li>
 </ul>
 
 
 
 
 
 Required Knowledge &amp; Skill set
 
 
 <ul>
 <li>
 Bachelor's degree or equivalent experience
 </li>
 <li>
 Minimum of 6-8 years proven and progressive financial services and/or retail sales experience or equivalent
 </li>
 <li>
 Evidence of strong sales results in corporate &amp; branch banking retail
 </li>
 <li>
 Relationship management experience with high-net-worth clients
 </li>
 <li>
 Strong communication, client focus and influencing skills
 </li>
 <li>
 Strong sales orientation, networking and portfolio management skills
 </li>
 <li>
 Sound knowledge of financial services products and services and the client relationship management system
 </li>
 <li>
 Understanding of business banking client segment and products and services
 </li>
 <li>
 Clear view on how to work with Branch Banking, Compliance, Credit &amp; Risk and Internal Control to ensure a balanced risk operating environment
 </li>
 <li>
 Able to communicate well in Arabic &amp; English
 </li>
 </ul>
</div>

Senior Relationship Manager - Liability

QNB Egypt

<div>
 
 
 Narrative Description:
 
 
 
 Responsible for assessing, supporting &amp; following up on the development of acquiring business e-commerce activities. Works to achieve portfolio targets through acquiring new e-commerce clients, identifying specific client needs and cross-selling all appropriate products and services.
 
 
 
 Duties &amp; Responsibilities:
 
 
 
 1. Responsible for the service and portfolio development via setting effective action plans to achieve portfolio targets, maintain and develop strong relationships with e-commerce clients, allowing for better understanding of their banking needs and enabling the generation of new business from referrals and the achievement of the portfolio targets.
 
 
 2. Initiate business through regular market calls/visits. Create opportunities for acquiring new e-commerce customers from different potential sources. Prepare a periodic plan for e-commerce acquisition process and handle the overall fulfillment of the process.
 
 
 3. Cross-sell all types of products e-payment and all appropriate banking products and services suited for the fulfillment of these needs.
 
 
 4. Responsible for acquiring e-commerce business and achieving the assigned targets.
 
 
 5. Conduct a visit to the eligible merchants to offer the e-commerce services and packages and submit their request and complete the files by submitting the tickets on the workflow tool and follow up on completing the process till providing the requested services.
 
 
 6. Reach out to customer leads through constant calls and visits, and wok on developing positive business relationships to create new opportunities through referrals and connections.
 
 
 7. Ensure that new markets &amp; customers are approached to exploit market opportunities &amp; enhance market share.
 
 
 8. Manage future and existing assigned products, set objectives and report on performance.
 
 
 9. Conduct follow up visits to Merchants in co-ordination with network representatives in order to support in providing advice and any required information, as to guarantee maximum customer satisfaction and maximize QNB ALAHLI's profitability.
 
 
 10. Follow up on any missing requirements, or documents, and handle merchant&rsquo;s chargebacks, complaints, and attempt to solve it, and work on retaining e-commerce merchants.
 
 
 11. Ensure the correct functioning and implementation of the Permanent Supervision, Compliance and Money Laundering, Operational Risk, and Workplace Success Guidelines whenever and wherever possible.
 
 
 12. Ensure the correct adoption of policies and procedures in order to guarantee that the bank business is conducted in compliance with Local Laws, Internal Rules and Regulations, as well as, international standards.
 
 
 
 
 
 
 Job Specifications:
 
 
 
 
 Education:
 
 
 
 Bachelor's degree in commerce, Business Administration or Economics.
 
 
 
 Experience:
 
 
 
 A minimum of 2 years of experience in the acquiring domain with e-commerce background for the Relationship Manager.
 
 
 A minimum of 4 years of experience in the acquiring domain with e-commerce background for the Senior Relationship Manager.
 
 
 
 Skills:
 
 
 
 Good sales / commercial skills
 
 
 Target oriented with good negotiation and selling skills
 
 
 Very good communication, interpersonal, analytical skills
 
 
 Multi-task oriented.
 
 
 Ability to use tact and diplomacy and maintain confidential information
 
 
 Ability to work under pressure and within a team
 
 
 Very good computer knowledge
 
 
 Fluency in Arabic and English written/spoken
 
 
 
 Working Conditions
 
 :
 
 
 Based in the Head Office
 
 
 External Meetings and Visits
 
</div>

Acquiring Business E-Commerce Relationship Manager / Senior Relationship Manager

Everwise Credit Union

<div>Job Description:
Position Summary :
The Senior Commercial Relationship Manager will develop and oversee a Commercial Loan Portfolio, focusing on the growth and development of commercial and industrial relationships with middle market business, typically comprising businesses with annual revenues exceeding $20 million. The Senior Commercial Relationship Manager is accountable for leading internal and external partners in obtaining credit approval, facilitating connections to other lines of business, and fostering relationships with new prospects, centers of influence, and existing clients. Responsibilities include proactive portfolio management, ensuring loan compliance, mitigating risk, and maintaining profitability by acquiring and analyzing necessary financial data, including ongoing relationship reviews with direct management.
Primary Responsibilities and Duties :
<ul><li>Actively engage in middle market business development efforts to attract new, profitable, and multi-product lending activities supporting specialty and large relationships.
</li><li>Lead the screening and interviewing of commercial applicants to assess their financial needs, including treasury management and debt products on the business.
</li><li>Gather required information to compile a comprehensive loan package to submit for decisioning.
</li><li>Lead joint calls with MicroLenders, Business Bankers, Relationship Managers, Treasury Management, and other internal stakeholders and departments.
</li><li>Complete comprehensive financial analysis of commercial applicants.
</li><li>Lead all loan closing by adhering to proper documentation procedures, obtaining required signatures, and disbursing funds per approval.
</li><li>Manage loan portfolio, deposit accounts, collections, and documentation.
</li><li>Active participation in professional community relationships to enhance Everwise&rsquo;s visibility and secure new business opportunities.
</li><li>Participate in community service and promotional events, to foster personal development and enhance Everwise&rsquo;s positive reputation in the community.
</li><li>Introduce additional financial services to enhance member relationships. Such as - Cash Management, Mortgage, and Retail Services.
</li><li>Mentor Commercial Relationship Managers and Business Bankers, including reviews within their portfolios.
</li><li>Assume additional responsibilities for the growth, advancement of Everwise.
</li></ul>Knowledge/Skills :
<ul><li>Extensive Corporate and Commercial middle market loan experience across diverse industries, and commercial real estate asset classes.
</li><li>Superior in negotiation, with excellent verbal and written communication skills.
</li><li>Deliver exceptional service to our business members, regardless of circumstances.
</li><li>Utilize interpersonal skills in interviewing, negotiating, selling, and managing difficult conversations with members.
</li><li>Uphold impeccable integrity by safeguarding the best interest of Everwise and its members through prudent lending practices and risk mitigation.
</li><li>Robust knowledge of business and contract laws.
</li><li>Comprehensive knowledge of deposit services, structuring commercial loans, implementing treasury management solutions, and promoting Everwise products, services, including derivative products.
</li><li>Strong understanding of commercial credit, loan services, and credit risk policies and procedures.
</li><li>Highly skilled in structuring treasury management solutions for a diverse clientele, including large and small corporate and commercial entities, both prospective and existing clients.
</li><li>Ability to work autonomously and collaboratively in a team environment.
</li><li>Understand and adhere to government laws, regulations, and Everwise&rsquo;s policies and procedures concerning Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.
</li></ul>Minimum Requirements :
<ul><li>Bachelor&rsquo;s degree in business, Accounting, Finance, related field, or equivalent relevant work experience.
</li><li>7+ years&rsquo; experience in business banking, corporate, or commercial lending, maintaining a portfolio of banking clients within the financial services industry.
</li><li>Outstanding skills in financial software and Microsoft Office suite.
</li><li>CPA, relevant certifications, or advanced degree, preferred.
</li><li>SBA experience, preferred.
</li></ul>Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.</div>

Sr. Commercial Relationship Manager

AgFirst Farm Credit Bank

<div>Senior Product Development Owner - Customer Relationship Management (Hybrid - Columbia, SC)
The Senior Product Development Owner, Customer Relationship Management , drives strategic product initiatives across CRM capabilities, ensuring alignment with enterprise customer ‑ experience and relationship ‑ management goals. This role blends leadership in product strategy, development execution, and stakeholder engagement to deliver scalable, high ‑ quality solutions that support sales, service, marketing, and customer lifecycle processes. The Senior Product Development Owner oversees CRM roadmap definition, guides agile delivery teams, and ensures CRM platforms evolve to meet organizational needs&mdash;especially critical during the transition from Microsoft Dynamics to Salesforce. Experience in CRM systems, data quality, and cross ‑ channel customer engagement is strongly recommended. 
What you'll do
Product Strategy &amp; Roadmap
<ul><li>Define and maintain product vision aligned with organizational goals.
</li><li>Translate business needs into prioritized features and outcomes.
</li><li>Balance short-term delivery with long-term strategic objectives.
</li><li>Communicate roadmap and progress to stakeholders.
</li></ul>Delivery &amp; Execution
<ul><li>Lead backlog refinement and sprint planning to ensure clear, actionable work.
</li><li>Validate requirements and oversee testing for quality and compliance.
</li><li>Coordinate cross-functional teams for the timely delivery of product increments.
</li><li>Monitor product performance and recommend improvements.
</li></ul>Stakeholder Engagement &amp; Governance
<ul><li>Act as primary liaison between business and technology teams.
</li><li>Gather and synthesize feedback to inform product decisions.
</li><li>Ensure alignment with regulatory and compliance standards.
</li><li>Manage communication and expectations across stakeholders.
</li></ul>Other Duties as Assigned
<ul><li>Other duties and responsibilities as assigned, which may include specific projects or tasks.
</li><li>Participate in continuous learning activities to sustain knowledge of the industry, management practices, and bank policies, procedures, and guidelines.
</li></ul>What you'll need
<ul><li>Bachelor's degree in business, technology, or a related field.
</li><li>Six years of experience in product development in banking, finance, and/or lending environments preferred.
</li><li>3+ years of hands-on experience with Salesforce CRM (Sales Cloud).
</li><li>Salesforce certifications such as Salesforce Administrator, Advanced Admin, Platform App Builder, or Financial Services Cloud Accreditation preferred.
</li><li>Familiarity with Salesforce ecosystem tools (Tableau CRM, MuleSoft).
</li><li>Familiarity with Marketing automation tools (e.g. Hubspot) is a plus.
</li><li>Experience with data governance, reporting, or analytics within a CRM environment.
</li><li>Certifications preferred: CSPO, SAFe POPM, PMP, or equivalent.
</li><li>Strong understanding of product management principles and Agile methodologies.
</li><li>Ability to translate business needs into technical requirements.
</li><li>Excellent communication and stakeholder management skills.
</li><li>Familiarity with integration patterns and cloud concepts.</li></ul></div>

Senior Product Development Owner - Customer Relationship Management

Veclar Technologies

Position: Senior Client Relationship &amp; Success CoordinatorLocation: Rawalpindi / Islamabad (On-site) Company: Veclar Technologies Industry: CRM Services, IT Solutions &amp; B2B Support Employment Type: Full-Time Compensation: PKR 80,000 &ndash; 150,000 (Basic) + USD-Based CommissionAbout Veclar TechnologiesEstablished in 2018, Veclar Technologies is a trusted provider of CRM services and IT-driven business solutions for international enterprises. We help organizations optimize customer engagement, streamline internal processes, and enhance their digital presence through scalable and reliable technology solutions.Our core services include:<ul><li>CRM Service Management</li><li>IT Support &amp; Technical Assistance</li><li>Digital Marketing Development</li><li>Customer Experience (CX) Consulting</li><li>Business Process Optimization &amp; B2B Solutions</li></ul>We partner with global clients to improve their customer journey, deliver consistent support, and drive sustainable business growth.Role OverviewWe are seeking a highly organized and relationship-focused Senior Client Relationship &amp; Success Coordinator to manage international CRM accounts and ensure seamless delivery of IT services.This role does not involve cold calling. You will work with existing clients, warm leads, and ongoing CRM accounts, ensuring clients receive exceptional service and long-term value from our solutions.Key ResponsibilitiesClient Relationship &amp; CRM Management<ul><li>Serve as the primary point of contact for international clients utilizing our CRM and IT solutions.</li><li>Build and maintain long-term, trust-based relationships with B2B clients.</li><li>Assess client needs and align them with suitable CRM features and IT services.</li></ul>Onboarding &amp; Solution Implementation<ul><li>Guide new clients through CRM onboarding, setup, and system integration.</li><li>Conduct product demonstrations and feature walkthroughs.</li><li>Deliver customized solutions aligned with client business objectives and technical requirements.</li></ul>Support, Coordination &amp; Optimization<ul><li>Coordinate with internal IT and support teams to resolve client concerns efficiently.</li><li>Monitor service quality, ticket resolution, and overall system performance.</li><li>Recommend process improvements and additional CRM functionalities to enhance efficiency.</li></ul>Growth, Retention &amp; Reporting<ul><li>Track client usage, satisfaction, and performance indicators.</li><li>Identify opportunities for service upgrades and value-based upselling (non-aggressive).</li><li>Maintain comprehensive documentation of client interactions, requirements, and technical details.</li></ul>Required Skills &amp; Qualifications<ul><li>Bachelor&rsquo;s degree in IT, Business, Marketing, or a related field (preferred).</li><li>Excellent verbal and written communication skills.</li><li>Basic understanding of CRM systems or IT service workflows (strong advantage).</li><li>Strong relationship-building and problem-solving abilities.</li><li>Ability to manage multiple clients and priorities effectively.</li><li>Experience working with international clients is a plus.</li><li>Fresh graduates with strong communication skills are encouraged to apply.</li></ul>What We OfferVeclar Technologies offers a professional and growth-oriented workplace with competitive benefits, including:<ul><li>Retention bonuses</li><li>Monthly performance awards and recognition programs</li><li>Bi-annual salary increments</li><li>Paid leaves</li><li>5-day work week (Monday to Friday)</li><li>USD-based commission structure</li><li>Comprehensive training on CRM tools, IT solutions, and international client management</li><li>Supportive, collaborative culture in a modern office environment</li></ul>How to ApplyEmail your CV: hr@veclartechnologies.com Call / WhatsApp: 0332-5755577Job Type: Full-timePay: Rs80,000.00 - Rs150,000.00 per monthWork Location: In person

Senior Client Relationship & Success Coordinator

JPMorganChase

<div>JOB DESCRIPTION 
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you&rsquo;ll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You&rsquo;ll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities<ul>
<li>Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed</li>
<li>Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses</li>
<li>Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects</li>
<li>Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships</li>
<li>Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions</li>
<li>Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities</li>
<li>Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements</li></ul>
Required qualifications, capabilities, and skills<ul>
<li>Minimum of 5 years&rsquo; experience in a Business Banking Relationship Management role or related business lending experience</li>
<li>Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate</li>
<li>Demonstrated ability to anticipate clients&rsquo; issues, own problems on clients&rsquo; behalf, and follow through with commitments</li>
<li>Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently</li>
<li>Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines</li>
<li>Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done</li>
<li>Balance needs of clients with associated risks and interests of the firm</li></ul>
Preferred qualifications, capabilities, and skills<ul>
<li>Bachelor&rsquo;s degree in Finance or related field, or equivalent work experience</li>
<li>Minimum of 3 years&rsquo; managing clients &gt;$10+MM revenue</li>
<li>Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint</li>
<li>In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts</li></ul>
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div> 
 
</div><div>Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.</div></div>

Business Relationship Manager Senior - Deepening

360 HR Partners

Job Position: Relationship Manager: Derivatives/Wealth ManagementLocation: Dubai, UAERole Overview:We are seeking a high-performing Relationship Manager / Wealth Manager to drive client acquisition and business development in the exchange-traded derivatives space. This is a pure hunter role, focused on sourcing, onboarding, and activating institutional clients, corporates, family offices, proprietary trading firms, and high-net-worth individuals (HNIs).The role covers derivatives trading across global exchanges, including equity index futures &amp; options, commodity derivatives, interest rate derivatives, along with structuring bespoke, client-specific derivative portfolios aligned to risk appetite, trading objectives, and market conditions.Key Responsibilities:<ul><li>Drive new client acquisition and onboarding for exchange-traded derivatives.</li><li>Identify, engage, and convert institutional investors, corporates, family offices, proprietary trading firms, algorithmic traders, and high-net-worth individuals (HNIs) across regional and global markets.</li><li>Pitch and structure directional, hedging, volatility, spread, and delta-neutral strategies, aligned with client objectives and risk profiles.</li><li>Educate clients on margin frameworks, MTM settlements, rollover mechanics, contract specifications, and exchange regulations.</li><li>Build and manage a strong acquisition pipeline through cold outreach, professional networks, referrals, exchange events, and industry forums.</li><li>Achieve defined targets across new funded accounts, trading volumes, brokerage revenue, and client activation metrics.</li><li>Monitor market trends including volatility, open interest, rollover activity, expiry behavior, and global macro events to support client conversations.</li><li>Collaborate with dealing desks, research, risk, operations, and compliance teams to ensure seamless execution and regulatory adherence.</li><li>Support business growth initiatives through client seminars, webinars, and market briefings on derivatives, options strategies, and risk management.</li></ul>Ideal Candidate Profile:<ul><li>Bachelor&rsquo;s degree in finance, Economics, Business, Engineering, Mathematics, or a related discipline.</li><li>MBA (Finance), CFA, FRM, CA, or relevant market certifications preferred.</li><li>3&ndash;5+ years of experience in derivatives sales, institutional broking, proprietary trading, structured products, or wealth management.</li><li>Proven track record in new client acquisition and activation within derivatives markets.</li><li>Strong exposure to global exchanges, multi-asset derivatives, and institutional/HNI clients.</li></ul>Job Type: Full-timePay: AED13,000.00 - AED16,000.00 per month

Relationship Manager - Derivatives / Wealth Management

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