Posted Oct 11, 2026 29 views
The Relationship Manager (RM) for the Roshan Digital Account (RDA) plays a pivotal role in managing and expanding relationships with overseas Pakistani clients under the Roshan Digital Account initiative. This position is responsible for acquiring new customers, maintaining strong client relationships, and delivering exceptional service while meeting assigned business targets. The RM acts as a comprehensive resource for clients regarding all their RDA banking needs, promoting a range of products and services such as account opening, deposits (CASA), investments, and financing options. Close collaboration with internal teams ensures smooth processing of customer requests, adherence to regulatory requirements, and timely resolution of inquiries. Additionally, the RM monitors portfolio performance, identifies cross-selling opportunities, and contributes to increasing bank deposits and overall revenue. Effective communication, financial guidance, and a focus on customer satisfaction are essential components of this role.
Key Responsibilities
- Develop and maintain strong, long-term relationships with RDA clients, ensuring their banking needs are fully met and expectations exceeded.
- Create and implement strategic plans aimed at enhancing client engagement and driving sustainable business growth.
- Assist clients with cross-border transactions, ensuring full compliance with both local and international regulatory frameworks.
- Conduct detailed market research and analysis to uncover new opportunities for expanding client services and product offerings.
- Evaluate the risk profiles of RDA clients and ensure thorough due diligence is performed in accordance with UBL’s policies.
- Collaborate closely with compliance and operations teams to facilitate seamless onboarding and ongoing management of RDA clients.
- Track, analyze, and report on client performance metrics to ensure alignment with business objectives and identify areas for improvement.
- Provide clients with expert insights and detailed knowledge about UBL’s products and services to support informed financial decisions.
- Address and resolve client issues promptly to maintain a high level of customer satisfaction and trust.
- Serve as a key liaison between clients and senior management, presenting client feedback and market trends to influence strategic business decisions.
- Achieve assigned targets and complete all responsibilities and assignments within the stipulated timelines.
Required Qualifications
- A minimum of 16 years of education with a CGPA of at least 3.0.
- At least 2 years of experience in front-end sales roles.
- Maximum of 4 years of relevant professional experience.
This role offers the opportunity to work in a dynamic environment focused on serving the overseas Pakistani community through innovative digital banking solutions. The ideal candidate will demonstrate strong interpersonal skills, a customer-centric approach, and the ability to navigate complex regulatory environments while driving business growth.
Skills
Job Details
UBL - United Bank Limited
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