Oversee customer portfolios and maintain their financial success and budgets

Build relationship with customers to understand their financial goals needs and pain points and manage their portfolios to drive growth and ensure stability

Identify opportunities to increase profitability benefitting both the Bank and the customer

Play an important role in new business development by working with sales teams to attract and retain new clients

Provide guidance and mentorship to other account managers to ensure the Bank success

Lead direct and mentor sales and marketing teams to achieve sales & service quality targets

Attends industry events to meet potential new clients leverages relationships to build client value and maintains a network of professionals and corporate decision-makers

Achieving new business and customer acquisition goals committed by Carrying out agreed sales initiatives along with branches and sales teams

Implement cross-selling and other relationship-building activities

Present sales revenue and expenses reports and realistic forecasts to the management team

Act as financial advisor to help clients make right decisions

Provide sales payroll assistance to all team members (Branches & Direct Sales)

Recommend appropriate financial product or service to the customer

Create marketing strategies to achieve sales targets of a bank

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