Epicareer Might not Working Properly
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Please Turn on your JavaScript

Epicareer might not working properly because your browser javascript is turned off.

What is JavaScript?

JavaScript is like the magic behind making websites interactive. Basically, it makes Epicareer more enjoyable and engaging.
How do i turn this on?
Find tutorial for your browser below :
  1. Make sure the webpage is open.
  2. In the Safari app on your Mac, choose Safari > Preferences, then click Security.
  3. Make sure the Enable JavaScript checkbox is selected.
  4. Click Websites.
  5. On the left, click Content Blockers.
  6. Make sure Off is chosen in the pop-up menu next to the website.
  7. On the left, click Pop-up Windows.
  8. Make sure Allow is chosen in the pop-up menu next to the website.
Visit Site here
  1. Open Chrome on your computer.
  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
  5. Click JavaScript.
  6. Select Sites can use Javascript.
Visit Site here
  1. If you're running Windows OS, in the Firefox window, click Tools > Options.
  2. Tip: If you're running Mac OS, click the Firefox drop-down list > Preferences.
  3. On the Content tab, click the Enable JavaScript check box.
Visit Site here
  1. Click the "Settings and more" icon at the top right of the Edge browser window.
  2. Click Settings.
  3. From the Settings menu, click Cookies and site permissions.
  4. Scroll down and click on JavaScript.
  5. In the JavaScript window, toggle the slider to "on" or "allowed."
  6. Close the Settings tab.
  7. Refresh the page.
Visit Site here
  1. Go to Settings.
  2. Click Advanced in the left sidebar, and click Privacy & security.
  3. Under Privacy and security, click Site settings.
  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
Visit Site here
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Jobs or company...

RELATIONSHIP OFFICER

Salary undisclosed
Checking job availability...
Original
Simplified
The Relationship Officer will oversee a portfolio of high-net-worth clients (Preferred clients) of the bank, serving as a trusted financial advisor. In this role, they will guide clients on personal financial needs, discuss major financial goals to understand their objectives, recommend suitable “off-the-shelf” solutions, and provide regular updates on portfolio activity and performance.

They will be responsible for growing and managing their portfolio by increasing total funds, driving profitability, expanding the share of wallet, deepening product penetration, and addressing client servicing requests to strengthen relationships and build trust. Additionally, they will proactively acquire new-to-bank and new-to-segment Preferred clients.

To effectively safeguard and grow market share, the Virtual Relationship Manager will stay informed about business developments, competitive landscape, and key industry trends.

Responsibilities
  • Manages and grows a defined portfolio of Preferred Banking clients through active engagement across all platforms.
  • Provides financial advice and wellness to clients based on their profile and risk appetite.
  • Maximizes use of tools in spotting opportunities to uncover needs of clients during conversations.
  • Performs service and sales Outbound calls, virtual meetings and invitations to clients for marketing activities, campaigns, new products and promotions.
  • Acquires new-to-bank clients; handles omnichannel opportunities.
  • Promotes usage of digital channels.
  • Encodes in all available reporting tools to document results of client conversations .
  • Closely monitors and provides regular updates to each client.
  • Attends to client’s banking needs and service requirements in an efficient and timely manner.
  • Addresses issues and concerns of clients and provides resolution within the prescribed turn-around time (TAT).
  • Recommends/ endorses and secures proper approval for special requests of clients.
  • Ensures that contact information and records of clients are consistently updated.
  • Maintains strict confidentiality of client data.
  • Performs other related functions from time to time.

Qualifications
  • Probing and spotting opportunities; skill in uncovering needs of clients during conversations.
  • With contact center experience.
  • Strong communication and presentation skills.
  • Understanding the account profitability analysis of clients.
  • Strong analytical and problem solving skills; good judgement.