Relationship Manager

Sumitomo Mitsui Banking Corporation; Xico; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading banking institution in Veracruz seeks a professional to coordinate corporate banking functions and manage customer relationships. The ideal candidate will develop customer-centric strategies, organize targeted campaigns, and ensure client satisfaction while meeting sales goals. A minimum of 3 years of experience in corporate banking is required. This role provides an opportunity to deepen client relationships and contribute to business expansion.

Formación

• Minimum 3 years of experience in corporate banking or a related field.

Responsabilidades

• Coordinate corporate banking functions and develop customer relationship plans.
• Organize targeted campaigns and events for client engagement.
• Manage relationships to meet profit and revenue targets.
• Support efforts to deepen relationships and expand business.
• Work cooperatively with teams to improve information flows.

Descripción del empleo

Role Description

Coordinate corporate banking functions to develop and implement customer‑centric relationship plans.

Organize targeted campaigns and events.

Develop and maintain customer database, including calls and results on all new and existing business relationships.

Manage existing relationships to meet profit and revenue targets, achieve sales goals, mitigate retention risk and increase cross‑sells while delivering an excellent customer service experience.

Role Objectives – Delivery

Support efforts to deepen relationships with clients and expand business.

Role Objectives – Interpersonal

Work cooperatively with coverage, sales and lending units to improve information flows.

Begin to network within the industry through meetings, events and involvement with trade organizations.

Support the unit's participation in long and short‑term planning and new product development.

Role Objectives – Expertise

Demonstrate a basic understanding of products, practices, rates and trends in the market especially client and industry trends in order to be responsive to client requests.

Display a working knowledge of all lending products offered by the bank and competitors and the current and upcoming needs of customers that will drive business.

Develop an understanding of securities markets and capital market operations to respond to client requests.

Communicate analytical and marketing data effectively.

Develop a working understanding of legal, accounting and regulatory issues to help respond to client requests.

Qualifications and Skills

Recommended years of experience : 3