Description
Summary:
The Banking Sales / Relationship Manager manages and expands client portfolios by providing tailored banking and investment solutions, focusing on relationship management, advisory services, and solution-oriented selling.
Highlights:
1. Build and maintain strong, long-term client relationships
2. Drive revenue growth through cross-selling and up-selling
3. Acquire new clients via networking, referrals, and business development
The Banking Sales / Relationship Manager is responsible for managing and expanding a portfolio of clients by providing tailored banking and investment solutions. This role combines relationship management, advisory services, and solution\-oriented selling to drive revenue growth and business development.
**Key Responsibilities:**
* Build and maintain strong, long\-term relationships with individual and corporate clients.
* Identify clients’ financial needs and offer tailored solutions, including loans, deposits, investment products, and digital banking services.
* Drive revenue growth through cross\-selling and up\-selling of banking products.
* Acquire new clients via networking, referrals, and business development initiatives.
* Serve as the primary point of contact for clients, resolving queries and ensuring high satisfaction.
* Collaborate with internal teams (operations, credit, compliance) to ensure seamless onboarding and service delivery.
* Monitor client accounts for compliance and risk, escalating issues when necessary.
* Maintain accurate records of client interactions, opportunities, and sales performance using CRM tools.
* Prepare reports on sales performance, client feedback, and pipeline status.
**Requirements:**
* Minimum 5 years of banking experience in Qatar, preferably as a Banker or Relationship Manager.
* Proven client portfolio with strong relationship management and business development skills.
* Highly motivated, target\-driven, and performance\-oriented with a strong earning mindset.
* Solid sales background with expertise in investment and wealth management products.
* Fluency in **English and Arabic** is mandatory.
* Excellent communication, negotiation, and professional advisory skills.