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RCBC

Business Relationship Officer

RCBC

Posted

3 weeks ago

Dagupan, Ilocos Region, Philippines

Onsite

PHP 30K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Business Relationship Officer will manage and enhance relationships with affluent clients, ensuring their financial needs are met. This role involves developing strategies to attract new business and maintaining existing client relationships. Candidates should have a strong background in finance, sales, and customer service. The position is full-time and based in Dagupan, Ilocos Region, Philippines. Collaboration with finance teams and understanding market trends will be crucial for success in this role.

About Company

RCBC is a leading financial institution that offers a range of banking and financial services. They focus on providing excellent customer service and innovative financial solutions to their clients.

Core Requirements

  • Bachelor's degree in Finance or Business
  • Experience in relationship management
  • Strong sales skills
  • Excellent communication skills
  • Ability to analyze financial data

Responsibilities

  • Manage relationships with affluent clients
  • Develop strategies to attract new clients
  • Provide tailored financial solutions
  • Conduct market research
  • Collaborate with internal teams
  • Monitor client satisfaction
  • Prepare financial reports

Must Have skills

Sales skillsCommunicationFinancial analysisClient managementProblem-solving

Nice To Have Skills

Market researchNegotiationTeam collaborationData interpretationPresentation skills

Tools Knowledge Requried

CRM softwareMicrosoft ExcelFinancial modeling toolsPresentation software

Job Keywords

relationship managementaffluent clientsfinancial servicesclient acquisitionsales strategy

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