Banking Relationship Officer

Category Bank and Corporate

Salary As per company policy

Vacancies 1

Position type Permanent

Job type Fulltime

Updated 1 year ago

Deadline 2025-05-31

Category Bank and Corporate

Salary As per company policy

Vacancies 1

Position type Permanent

Job type Fulltime

Updated 1 year ago

Deadline 2025-05-31

A Banking Relationship Officer is responsible for managing and developing strong client relationships, acquiring new clients, and promoting the bank’s financial products and services.

Qualification and Experience

Bachelor’s degree in Business Administration, Finance, Banking, or a related field
(Preference will be given to candidates holding a Master’s degree)
3-4 years of experience in the relevant field.
Experience with CRM systems and financial tools is a plus.

Job Description

Develop and maintain strong, long-term relationships with clients.
Serve as a reliable financial advisor, offering appropriate advice and solutions.

Identify, engage, and acquire prospective clients to grow the portfolio.
Plan and execute outreach strategies to expand the client base.
Deliver product presentations and proposals to potential clients.

Oversee client acceptance and onboarding procedures in compliance with policies.
Ensure a seamless and professional onboarding experience.
Handle client queries and provide consistent support for account servicing.

Maintain in-depth knowledge of all banking products and services, including Deposits, Loans, Insurance, Investment solutions and Remittance services
Recommend financial products tailored to client needs and goals.

Identify opportunities to cross-sell and upsell products and services.
Contribute to achieving and exceeding sales and revenue targets.
Support business growth through effective relationship management.

Ensure all client transactions adhere to regulatory and internal compliance requirements.
Monitor and manage client risk profiles, taking appropriate actions to mitigate risk.

Required Skills

Strong interpersonal and communication skills.
Proven ability in sales and negotiations.
Ability to build trust and rapport with clients.
Sound understanding of banking products and services.
Familiarity with banking regulations and compliance standards.
Analytical thinking with the ability to develop suitable financial solutions.
Strong organizational and time management abilities.

Benefits of Working as eSewa

•   Stellar opportunity to work with the rising company
•   The amazing and passionate young team, beautiful office space
•   Trust of biggest FinTech company.
•   One-of-a-kind company culture and growth opportunities to accelerate your career progression.

Apply now

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