Relationship Manager Liability
Habib Metropolitan Bank Limited
Published Date: • Multiple Cities (On-Site)
Description
The Relationship Manager Liability is responsible for building and maintaining strong, trustworthy relationships with clients while promoting the bank’s products and services to maximize customer retention and sales growth. This role involves generating new leads by actively visiting potential customers, managing cross-selling opportunities, and assisting first-time account holders in opening accounts with full compliance to standard operating procedures. The successful candidate will ensure high standards of customer service, resolve client inquiries promptly, and maintain confidentiality of all sensitive information. A structured approach to sales call scheduling and regular reporting to management will support continuous improvement and achievement of business targets. Commitment to integrity and ethical practices is critical to the role, reflecting Habib Metropolitan Bank Limited’s core values and customer fairness guidelines.
Responsibilities
- Understand and execute the branch and area strategies with clear alignment to KPIs and business goals including cross-selling banking products through bancassurance and additional distribution channels.
- Identify and cultivate new prospects and leads by visiting potential customers to solicit new-to-bank (NTB) relationships and CASA deposits, while deepening existing account relationships.
- Adhere strictly to the bank’s control guidelines and regulatory standards when soliciting new business and managing ongoing banking relationships.
- Develop relationships with clients exhibiting high integrity and clear financial standing, ensuring ethical standards are never compromised to meet targets.
- Source referrals to expand lead generation efforts and increase deposit mobilization in line with annual targets.
- Maintain a disciplined schedule for sales calls, visits, and communication, preparing detailed reports to share with line management for strategic follow-up.
- Guide and assist first-time customers (NTB) through the account opening process, ensuring all documentation and regulatory requirements are thoroughly completed.
- Deliver superior customer service consistent with the bank’s policies and regulatory directives concerning fair treatment of customers regardless of product or account size.
- Distribute marketing material effectively to illustrate the bank’s product suite, maximizing client awareness and satisfaction.
- Address customer queries and resolve conflicts swiftly to maintain a positive banking experience.
- Ensure confidentiality and protection of all bank and customer data in compliance with bank policies and regulatory requirements.
- Comply fully with all standard operating procedures, bank policies, and ethical standards, fulfilling responsibilities as outlined in the bank’s sales model.
Cities
Islamabad, Pakistan | Faisalabad, Pakistan | Gujranwala, Pakistan | Karachi, Pakistan | Lahore, Pakistan | Peshawar, Pakistan (On-Site)
Experience
3 Years
Apply By
Required Skills
- Client Relationship Management
- Deposit Mobilization
- Cross-selling Banking Products
- Sales Pipeline Management
- Customer retention
- Customer relationship management (CRM) and prospect pipeline tracking
- Lead Generation
- Regulatory Compliance
- Account Opening Process
- Customer Service
- Sales reporting
Nice to Have Skills
- Market Analysis
- Communication
- Problem Solving
- Time management