Pinnacle Relationship Manager

Job Overview

Job Title: Pinnacle Relationship Manager Company: DFCC Bank PLC Job Location: Wellawatte, Colombo District, Sri Lanka Job Category: Banking & Insurance, Accounting & Finance, Sales & Marketing, Management, Private Jobs

DFCC Bank PLC invites applications from suitably qualified and experienced banking professionals for the position of Pinnacle Relationship Manager at its Wellawatte Branch. The successful candidate will be responsible for managing high-net-worth client relationships, expanding the branch’s client portfolio, identifying business opportunities, and maximising revenue while maintaining excellent customer service.

Position Details

• Position: Pinnacle Relationship Manager

• Company: DFCC Bank PLC

• Branch: Wellawatte

• Job Location: Colombo District, Sri Lanka

• Experience Required: At least 7 years of executive experience in banking or finance

• Application Deadline: Within 7 days of the advertisement

Company Overview

DFCC Bank PLC is a licensed commercial bank in Sri Lanka that provides banking and financial services to individuals and businesses. The bank focuses on building strong customer relationships, delivering financial solutions, and supporting sustainable business growth.

Qualifications & Experience

• At least seven years of executive-level experience in the banking or finance sector.

• Experience handling high-net-worth clients.

• A degree or full professional qualification acceptable to the bank.

• Strong communication skills in English.

• A confident, outgoing, and professional personality.

• Experience in relationship management, portfolio growth, and financial product cross-selling will be beneficial.

Key Responsibilities

• Manage and grow the branch’s high-net-worth client portfolio.

• Maximise revenue opportunities through cross-selling and increase portfolio profitability.

• Identify client needs and recommend suitable banking products and financial services.

• Manage interactions with existing and prospective customers.

• Build and maintain long-term client relationships.

• Deliver excellent customer service and ensure high levels of client satisfaction.

• Identify new business opportunities and contribute to branch growth.

• Support the bank’s business development objectives and relationship management strategies.

Required Skills

• Excellent relationship management and interpersonal skills.

• Strong communication and negotiation abilities.

• Good knowledge of banking and financial products.

• Ability to manage high-net-worth client relationships professionally.

• Strong sales, cross-selling, and business development skills.

• Commercial awareness and a results-oriented approach.

• Excellent customer service and problem-solving abilities.

• Ability to identify client needs and provide appropriate financial solutions.

Salary & Benefits

Salary details and specific benefits have not been disclosed in the advertisement. Further information may be provided during the recruitment process.

How to Apply

Interested candidates should submit an updated CV or a completed DFCC Bank application form by email within seven days of the advertisement.

Email: recruit@dfccbank.com

Applicants must mention Pinnacle Relationship Manager – Wellawatte in the email subject line.

Important Notes

• Applicants must have at least seven years of executive experience in banking or finance.

• Experience handling high-net-worth clients is required.

• A degree or full professional qualification acceptable to the bank is required.

• DFCC Bank is an equal opportunity employer and bases recruitment on merit and competency.

• Any form of canvassing is discouraged.

• Only shortlisted candidates will be contacted.

• Applications must be submitted within the specified period.