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Finance & Banking vocabulary · Banks & Institutions

Relationship manager

Meaning in finance & banking, with examples

nounCommon term

In finance & banking, relationship manager means: A bank employee who is the main contact for a group of clients, looks after their needs and offers them the bank's products.

In Turkish: müşteri temsilcisi, portföy yöneticisi, müşteri ilişkileri yöneticisi

How it is used

Used in corporate, commercial, SME and private banking, often shortened to RM. An RM manages a portfolio of clients, prepares credit proposals and brings in product specialists when needed. Clients usually have one named RM as their first point of contact.

Example sentences

  1. Your relationship manager will contact you to discuss the new credit limit.

  2. Each relationship manager in our corporate branch looks after about 40 companies.

Common collocations

  • corporate relationship manager
  • assign a relationship manager
  • RM portfolio
  • dedicated relationship manager
  • corporate bankingBanking services for large companies, such as loans, cash management, trade finance and foreign exchange.
  • private bankingPersonalised banking and investment services for wealthy individuals and families, usually provided through a dedicated adviser.
  • branchOne of the local offices of a bank, where customers can open accounts, apply for loans and get help face to face.
  • credit facilityAn arrangement in which a bank agrees to lend a company up to a set amount, which the company can draw on as needed under agreed terms.
  • SMEShort for small and medium-sized enterprise: a company below certain limits for staff and turnover. In the EU, SMEs have fewer than 250 employees.

More terms: Banks & Institutions

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This page explains English vocabulary for learners. It is not financial advice.