Relationship Manager - 5 years Exp Financial Services

H.V DELA COSTA ST., MAKATI, National Capital Region

Posted 4 days ago


Company:: Dempsey Resource Management Inc.
Company Description:: Dempsey Resource Management Inc. (DEMPSEY) is an executive search and referral services company. We do assist our client companies in the sourcing of competent and qualified candidates to fill up various job positions in their organization. The job positions we are targeting for our referred candidates are those intended for direct hiring by our clients. Our company is not a contracting agency. We do not hire and deploy people to other companies for contractual, temporary jobs or even special projects. Our Goal We strive to become a significant venue both for private companies and professionals for the purpose of matching their respective needs, creating opportunities for productive, meaningful and long-term employment. Our Desires To provide companies (CLIENT) quality service and assistance to ease their direct hiring process by way of sourcing, profiling, prequalifying and endorsing applicants in the most prompt and efficient manner; To provide opportunities to professionals (APPLICANT) in their quest to find the right job that will hone their natural talent, enhance their acquired skills, and maximize their potential to become an efficient, productive and successful employee; To promote and nurture our staff and personnel (EMPLOYEE) to strive for excellence in providing executive search and placement services; To create an ideal office-work environment (OFFICE) that will make our people inspired in their assigned tasks, and to encourage competitive cooperation among them, and reward productivity; To sustain our operation (STOCKHOLDERS) and the above pillars of good service by way of decent return on investments, providing incentives and satisfaction to all our stakeholders.
Contract Type:: Full Time
Experience Required:: 5 to 10 years
Education Level:: Bachelor’s Degree
Gender:: Any
Number of vacancies:: 1

Job Description

Qualifications:
• Graduate of Business Administration, Finance, Economics, or any business-related field
• Proven track record of at least 5 years in sales, business development, or relationship management within the financial services industry
• Knowledgeable in financial products, lending principles, and credit risk assessment
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships
• Proficient in analyzing market trends, identifying business opportunities, and developing strategies to achieve sales targets
• Detail-oriented with strong organizational and time management skills
• Proficient in MS applications
• Familiar with banking regulations and compliance standards
• Flexible to travel for client visits and business meetings as required

Responsibilities:
• Explore and initiate the development of new borrowing accounts through direct solicitations, dealer referrals, and similar initiatives.
• Monitor market movements, changes in clients’ needs and strategies, and the development of the latest financial products.
• Conduct regular client and plant visits to establish and maintain good working relationships, obtaining first-hand information on account developments.
• Secure all pre-approval requirements necessary to evaluate borrower credit risk profiles.
• Package credit facilities suitable for clients’ needs and prepare corresponding credit proposals.
• Ensure timely preparation and submission of marketing write-ups and other credit information for credit evaluation and approval processes.
• Prepare call reports for each client visit or significant account development.
• Conduct periodic reviews and initiate the classification of accounts, particularly those with deteriorating financial or credit standing.
• Ensure receipt of complete documentary requirements before releasing any proceeds to borrowers.
• Ensure all loan or lease availments comply with existing bank policies and Bangko Sentral ng Pilipinas (BSP) regulations.
• Complete the Client Assessment Form as part of OMLF's Money Laundering and Terrorist Financing Prevention Program and any other related documents required by government regulatory agencies.
• Ensure the absolute confidentiality of records and data gathered from clients.
• Maintain complete and updated documents in credit folders.
• Ensure all information in the Client Information System (CIS) and Account Management System (AMS) is complete, accurate, and updated.
• Coordinate funding requirements and pricing information with the Treasury Division as necessary.
• Perform other assigned tasks as needed.