Relationship Manager

Nama United Financing Company; Jeddah; On-site; SAR 120,000 - 180,000; Full time

Job summary

Nama United Financing Company in Jeddah seeks an experienced corporate relationship manager to expand our card payment solutions portfolio. You will manage relationships with existing clients, identify new opportunities, and coordinate onboarding with internal teams to ensure seamless service delivery.

The role requires 3-5 years in corporate sales or relationship management, a Bachelor's degree in business or related fields, and fluency in English and Arabic for the Saudi market.

Qualifications

• Bachelor's degree in business administration, finance, banking, marketing, or a related field.
• 3–5 years of experience in relationship management, travel sales, corporate sales, credit cards, or financial services.
• Experience in SMEs and managing corporate clients is preferred.
• Strong understanding of corporate payment solutions and card products.
• Strong negotiation, communication, presentation, and relationship-building skills.
• Strong commercial and analytical mindset.
• Proficiency in Microsoft Office, particularly Excel and PowerPoint.
• Fluency in Arabic and English is preferred for the Saudi market.

Responsibilities

• Develop and maintain strong relationships with existing corporate clients.
• Identify and acquire new corporate customers and business opportunities.
• Promote corporate card products, including purchasing cards, travel cards, expense cards, and other payment solutions.
• Understand clients' business requirements and recommend suitable card solutions.
• Achieve assigned sales, revenue, activation, and portfolio growth targets.
• Manage the full sales cycle, from prospecting and presentations to onboarding and implementation.
• Coordinate with internal teams such as Credit, Operations, Compliance, Risk, Finance, and Customer Service to ensure smooth client onboarding and service delivery.
• Monitor client portfolios, card usage, spending patterns, and overall account performance.
• Identify opportunities for cross-selling and upselling additional financial products and services.
• Conduct regular client meetings and business reviews to strengthen relationships and identify new opportunities.
• Handle client inquiries, concerns, and service issues and ensure timely resolution.
• Ensure all client activities comply with internal policies, regulatory requirements, KYC, AML, and credit guidelines.
• Prepare regular sales and portfolio reports and provide market and client insights to management.
• Monitor competitors and market trends to identify opportunities for improving corporate card offerings.
• Maintain accurate and up-to-date customer information and relationship records.

Skills

Relationship management

Negotiation

Communication

Presentation

Analytical mindset

Microsoft Excel

Education

Bachelor's degree in business administration, Finance, Banking, Marketing, or a related field

Tools

MS Office (Excel, PowerPoint)

Job description

Principal responsibilities / accountabilities

• Develop and maintain strong relationships with existing corporate clients.
• Identify and acquire new corporate customers and business opportunities.
• Promote corporate card products, including purchasing cards, travel cards, expense cards, and other payment solutions.
• Understand clients' business requirements and recommend suitable card solutions.
• Achieve assigned sales, revenue, activation, and portfolio growth targets.
• Manage the full sales cycle, from prospecting and presentations to onboarding and implementation.
• Coordinate with internal teams such as Credit, Operations, Compliance, Risk, Finance, and Customer Service to ensure smooth client onboarding and service delivery.
• Monitor client portfolios, card usage, spending patterns, and overall account performance.
• Identify opportunities for cross-selling and upselling additional financial products and services.
• Conduct regular client meetings and business reviews to strengthen relationships and identify new opportunities.
• Handle client inquiries, concerns, and service issues and ensure timely resolution.
• Ensure all client activities comply with internal policies, regulatory requirements, KYC, AML, and credit guidelines.
• Prepare regular sales and portfolio reports and provide market and client insights to management.
• Monitor competitors and market trends to identify opportunities for improving corporate card offerings.
• Maintain accurate and up-to-date customer information and relationship records.

Note: The principal accountabilities listed above are an illustrative list and not an exhaustive list. Additional responsibilities may be added from time to time depending on organizational requirements.

Experience/Qualifications

• Bachelor's degree in business administration, Finance, Banking, Marketing, or a related field.
• 3-5 years of experience in relationship management, travel sales, corporate sales, credit cards, or financial services.
• Experience in SME's and managing corporate clients is preferred.
• Strong understanding of corporate payment solutions and card products.
• Strong negotiation, communication, presentation, and relationship-building skills.
• Strong commercial and analytical mindset.
• Proficiency in Microsoft Office, particularly Excel and PowerPoint.
• Fluency in Arabic and English is preferred for the Saudi market.