Posted Dec 04, 2025 7682 views
Job Title: Relationship Executive (RE)
Department: Branch Banking Group / Islamic Banking Group
Reports to: Branch Manager (BM) / Area Sales Manager
Location: Various Branches – United Bank Limited (UBL)
Salary: Rs. 45,000 + Rs. 10,000 Fuel Allowance
JOB SUMMARY / PURPOSE Responsible for managing existing and NTB assigned relationships of Cash Management, Employee Banking, Cash Collect, Pay Partner, and UBL Business Portal mandates. The Relationship Executive supports the account opening process at client premises and contributes to Employee Banking portfolio growth. Responsibilities include coordination with EB clients, gathering employee data, uploading data on CAPS or Digital, printing AOFs, and ensuring end-to-end account opening as per bank policy. Also responsible for selling ADC and consumer products, ensuring complete documentation, and coordinating with relevant departments.
JOB RESPONSIBILITIES / CHALLENGES / WORK EXAMPLES:
- Ensure on-boarding of ETB / NTB structured mandates for Employee Banking with account opening and payroll management.
- Meet assigned KPIs/targets including business volumes, NFI, EB accounts, new mandates, deposits, payroll, and incremental earnings.
- Identify potential business areas, markets, and opportunities for structured mandates and deepening existing relationships.
- Liaise with Business Units, GM, RM, DM, and branches through frequent visits.
- Disseminate knowledge of Cash Management, Employee Banking, Business Portal, ADC products, and Consumer Products.
- Monitor and ensure achievement of KPI, PAM, and daily performance trackers.
- Conduct account openings at client site following KYC and audit procedures.
- Complete AOF formalities with zero discrepancy ratio.
- Obtain biometrics and coordinate with CAO Unit.
- Ensure timely delivery of Debit Cards and Cheque Books.
- Handle client queries and coordinate with internal departments.
- Maintain MIS and manage implementation schedules within TAT.
- Comply with bank policies, SOPs, SLAs, service standards, and regulatory requirements.
- Sign legal documents as per bank policy.
- Ensure quality service, timely query resolution, and end-to-end mandate implementation.
- Provide after-sales service and maintain assigned relationships.
- Guide and resolve audit queries for cluster/region.
- Maintain knowledge of AML and audit compliance.
- Ensure defined TAT for account openings and monitor operational support staff.
COMMUNICATIONS AND WORKING RELATIONSHIPS:
- Ability to communicate with corporate clients and deliver presentations.
- Quick learning aptitude.
- Strong interpersonal skills and team player.
- Excellent verbal and written communication skills.
- Performance Monitoring: KPI, PAM, periodic reviews.
- Ensure improved productivity and TAT compliance.
KNOWLEDGE / QUALIFICATIONS / EXPERIENCE AND SKILLS:
Minimum Qualification: Intermediate
Job Specific Skills:
- Excellent interpersonal, communication, and leadership skills.
- Strong marketing and relationship management skills.
- Understanding of regulatory procedures and bank rules.
- Strong decision-making skills.
- Good communication, analytical, and interpersonal skills.
- Customer-centric, honest, teamwork-oriented, and excellence-driven.
WORKING ENVIRONMENT:
- Internal – 20%
- External – 80%
Salary: PKR 45,000 + PKR 10,000 Fuel Allowance
United Bank Limited (UBL)
United Bank Limited is the second largest private commercial bank in Pakistan with over 1000 branches and has an international presence in 10 countries. We are a growing bank with immense potential and prospects for employment in the offering. We are on the path rerouted for attaining excellence; to achieve our goals for more prosperity and to enhance our internal and external equity. We believe in setting the right goals for the right jobs and we strive to identify the right resources. UBL is known for redefining the career paths and growth prospects of all its employees, and we pride ourselves in that. In order to ensure their success, we provide an affluent work environment, conducive and beneficial to the enrichment of their personal grooming and one that proves instrumental for the success of the Bank. UBL is the place for you if you are willing to materialize all your deliverables in alignment with the organization's holistic vision to grow and excel.
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