Senior Relationship Banker – Personal Loans

About the role

The Senior Relationship Banker will sell the full range of personal banking products to prospective retail customers and maintain strong relationships with existing clients. The role focuses on achieving sales targets while ensuring high‑quality service and compliance with bank policies.

Key responsibilities

• Achieve monthly sales targets for personal loans and related banking products.
• Prospect in targeted segments through phone calls and face‑to‑face visits.
• Present and sell personal banking services in an ethical, structured, and professional manner.
• Conduct micro‑marketing activities such as kiosk events and direct marketing campaigns.
• Handle objections to secure customer commitments or payroll transfers.
• Ensure end‑to‑end customer turnaround time (TAT) meets quality guidelines.
• Maintain strict compliance with KYC, FATCA, AML/CTF, and other regulatory requirements.
• Record all sales activities in daily reports and update the CRM system for leads and contacts.
• Participate in team activities, including morning huddles, training, and compliance sessions.
• Uphold the highest standards of ethics and promptly report any breaches.

Required profile

• Sales‑driven personality with confidence, persistence, and strong verbal and written communication skills.
• Basic knowledge of retail banking products, service policies, and processes.
• Graduate from any discipline with at least 2 years of banking sales experience.