Summary
Date Posted: Thursday, April 13, 2023 , Base Salary: Not Disclosed

JOB DETAILS:

Key Duties & Responsibilities
Relationship Management & Customer Service·
• Provide HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank, and build client loyalty.
• Identify financial and non-financial requirements of clients by conducting financial needs analysis
• Ensure clients are aware of all the Privileges & Solutions offered either under SME/Institutional/Public sector Banking
• Ensure clients are aware of all financial services offered by the bank
• Use systems effectively for customer contact management, sales and service activity
• Ensure delivery of service promise and practice brand values
• Minimize client attrition
• Ensure set Complaint Management processes are followed and TATs are met

Business Development
• Source New Business from Platinum clients through referrals, marketing activities and personal contacts
• Develop the assigned banking customer base and expand the unit’s business growth through marketing of the platinum banking products and services.
• Enhance Banking sales/ revenues and promote cross selling of bank products to all existing clients.
• Achieve Revenue goals, Sales and Portfolio growth targets across arrange of products and services
• Achieve Product Holding per customer growth targets.
• Ensuring revenue growth through customer acquisition, new need identification, product cross-sell and re-engineering increased product usage for existing clients.
• Participate in Public, SME or Institutional Bank customer calls for marketing initiatives.
• Offer guidance to direct report/reportees through mentorship.
• Develop training programs for direct reports and conduct branch product trainings
• Complete training programs allocated in line with your Role.

Controls
• Ensure that the target market selection criterion is adhered to and that we are in full compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements.
• Strong responsibility for ethical selling to customers with complete disclosure about products and services
• Ensure Portfolio allocated is closely monitored and actions recommended are diligently executed
• Ensure required approvals are obtained before authorizing payments
• Monitor overdrawn accounts/overdue loans or card payments and follow up for clients to regularize
• Ensure accounts are not overdrawn without authorization
• Adhere to set processes and procedures

Qualifications & Experience Requirements·
• Bachelor’s degree in business related field.
• 2 years’ minimum experience in Sales, Business development or Relationship Management in a financial services environment.
• Professional Qualification(CIM)will be an added advantage
• Excellent understanding of the Bank’s Strategy and ability to interpret this and map it to the market now and plan future.
• Good understanding of the regulatory issues, reporting and operational requirement as provided by CBK, KRA, KIB, etc.
• Strong interpersonal skills and cultural sensitivity
• Ability to build rapport easily with customers, have well developed oral and report-writing skills, and have the ability to work with, lead and build motivated teams
• Must be a good negotiator, particularly in changing behavior and work practices but always Win/Win.
• Relationship Managers with experience in Institution, SME or Public sector banking are encouraged to apply.


Work Hours: 8

Experience in Months: 24

Level of Education: Bachelor Degree

Job application procedure

Interested and qualified candidates should forward their CV to: jobs1@hcsaffiliatesgroup.com  using the position as subject of email.


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