Banking

Account Manager

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Description of job position

Develop and maintain strong relationships with clients to understand their financial needs and objectives.
Serve as the primary point of contact for clients, addressing inquiries and providing tailored solutions.
Collaborate with internal teams to deliver exceptional service and support to clients.
Analyze client portfolios and recommend appropriate banking products and services to enhance their financial growth.
Monitor client accounts to ensure compliance with banking regulations and policies.
Prepare and present financial reports and performance reviews to clients, highlighting key metrics and trends.
Identify opportunities for cross-selling and upselling banking services to existing clients.
Conduct regular follow-ups to ensure client satisfaction and retention.
Stay updated on industry trends and market developments to provide informed advice to clients.
Participate in networking events and client meetings to expand the client base and enhance the bank's visibility.

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