Client Relationship Manager - Banking Products

About the role

Habib Metropolitan Bank Limited is looking for a Client Relationship Manager for its banking products, based in Islamabad, Faisalabad, Gujranwala, Karachi, Lahore or Peshawar. The relationship manager builds and maintains strong, trustworthy client relationships while promoting the bank's products and services to maximise retention and sales growth. The role also involves generating new leads by visiting potential customers, managing cross-selling opportunities and helping first-time account holders open accounts in full compliance with standard operating procedures.

Key responsibilities

• Understand and execute branch and area strategies aligned with KPIs and business goals, including cross-selling banking products through bancassurance and other distribution channels.
• Identify and cultivate new prospects and leads by visiting potential customers to build new-to-bank relationships and CASA deposits, and deepen existing account relationships.
• Solicit new business and manage ongoing relationships in strict compliance with the bank's control guidelines and regulatory standards.
• Develop relationships with clients who show high integrity and sound financial standing, without compromising ethical standards to meet targets.
• Source referrals to expand lead generation and increase deposit mobilisation in line with annual targets.
• Maintain a disciplined schedule for sales calls, visits and communication, and prepare detailed reports for line management.
• Guide first-time customers through the account opening process, ensuring documentation and regulatory requirements are completed.
• Distribute marketing material to raise awareness of the bank's product suite and deliver customer service consistent with fair-treatment policies.
• Resolve customer queries and conflicts quickly, and protect bank and customer data confidentially.