2069.Relationship Executive - Retail

UBL; Pakistan; On-site; PKR 1,004,000 - 1,674,000; Full time

Job summary

UBL is seeking a Relationship Executive to target deposits from new-to-bank customers and cross-sell banking products while ensuring adherence to Shariah guidelines and high service quality.

Responsibilities include managing portfolios, opening accounts with a monthly >Rs50k average balance, updating the SMP-driven pipeline, maintaining logs, and participating in daily huddles and calls, with strict KYC compliance and ongoing product training.

Responsibilities

• Tag and manage a portfolio based on employee ID, enabling account opening in any branch.
• Open valued accounts on a monthly basis with an average balance of Rs >50k each as per KPIs.
• Input sales pipeline and customer profiling using the Sales Management Platform (SMP).
• Maintain and update sales management logs, including call reports, pipeline management reports, and scorecards.
• Attend daily morning huddles led by the Branch Manager.
• Conduct regular sales calls and visits as per SMP guidelines to engage customers.
• Provide timely support to operations for submission of AOFs and ensure KYC is compliant.
• Uphold Shariah compliance in all banking activities for Islamic Branches.
• Participate in relevant training sessions.
• Represent the bank professionally, adhering to dress code and presentation.
• Maintain product knowledge to effectively address customer inquiries.

Job description

The Relationship Executive is responsible for achieving sales targets, focusing on deposits solely from NTB customers, and cross-selling banking products while ensuring compliance with Shariah guidelines and maintaining high service quality standards.

• Tag and manage a portfolio based on employee ID, enabling account opening in any branch.
• To open valued accounts on monthly basis with an average balance of Rs >50k each as per assigned KPIs.
• Ensure the proper input of sales pipeline and customer profiling using the provided Sales Management Platform (SMP).
• Maintain and update sales management logs, including call reports, pipeline management reports, and scorecards.
• Attend daily morning huddles led by the Branch Manager.
• Conduct regular sales calls and visits as per prevailing SMP guidelines in order to engage with customers.
• Timely support to operations for the submission of AOFs and ensure KYC regime is updated and in compliance with best practices.
• Uphold Shariah compliance in all banking activities in case of Islamic Branches.
• Participate in relevant training sessions.
• Represent the bank professionally, ensuring adherence to the dress code and overall presentation.
• Maintain a sufficient level of product knowledge to effectively address customer inquiries and needs.