RELATIONSHIP MANAGER

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 600,000 - 1,100,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Relationship Manager to expand its corporate client base, grow existing relationships, and promote cross-segment collaboration. The role combines client acquisition, strategic relationship development, and seamless service delivery to drive business goals.

The candidate will engage with corporate accounts, acquire new-to-bank clients, cross-sell products across segments, oversee onboarding, and coordinate with various bank units to ensure timely

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related fields.
• At least 3–5 years of experience in Corporate or Commercial Banking, Sales, or Relationship Management.
• Strong knowledge of banking products and services.
• Excellent communication, negotiation, and relationship-building skills.
• Proficiency in CRM tools and Microsoft Office.
• Ability to work cross-functionally and handle complex account coordination.

Responsibilities

• Calls and engage with select corporate accounts to identify business opportunities.
• Acquires new-to-bank clients, especially within Top Corporates and MNCs.
• Cross-sells relevant products across Corporate, Retail, Commercial, and Business Banking segments.
• Assigns newly acquired accounts to appropriate Relationship Managers.
• Monitors leads and track progress using available tools.
• Oversees onboarding to ensure adherence to standard turnaround times.
• Follows through until accounts are successfully transitioned.
• Builds rapport with bank units and relationship teams to ensure effective execution and support.

Skills

Communication

Negotiation

Relationship-building

Education

Bachelor's degree in Business, Finance, Marketing

Tools

CRM tools

Microsoft Office

Job description

The Relationship Manager is responsible for expanding the bank’s corporate client base by acquiring new relationships, growing existing ones, and promoting cross-segment collaboration. This role blends client acquisition, strategic relationship development, and seamless service delivery to drive the bank’s business goals.

Responsibilities

• Calls and engage with select corporate accounts to identify business opportunities
• Acquires new-to-bank clients, especially within Top Corporates and MNCs
• Cross-sells relevant products across Corporate, Retail, Commercial, and Business Banking segments
• Assigns newly acquired accounts to appropriate Relationship Managers
• Monitors leads and track progress using available tools
• Oversees onboarding to ensure adherence to standard turnaround times
• Follows through until accounts are successfully transitioned
• Builds rapport with bank units and relationship teams to ensure effective execution and support

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related fields
• At least 3–5 years of experience in Corporate or Commercial Banking, Sales, or Relationship Management
• Strong knowledge of banking products and services
• Excellent communication, negotiation, and relationship-building skills
• Proficiency in CRM tools and Microsoft Office
• Ability to work cross-functionally and handle complex account coordination