Ajira Mpya Bank 2018 NMB BANK Jobs Relationship Manager;
Job Purpose
A Relationship Manager Private Banking DSM (1), Northern (1), Eastern (1) &
Central zone (2) is required to help and advice clients, grow Private segment within assigned Branch/Territory. The range and scope of his/her work ranges from helping clients with their account details giving advice on financial investments. He/she is the focal point of sustaining customer satisfaction, Retain existing customers and generate additional business; acquire customers through various sales activities.
Main Responsibilities:
- Portfolio growth (Assets, Liabilities, Investment products and Insurance) through customer visits, sales and retention.
- Portfolio movement reports and take action on any abnormalities observed. • Customer retention, maximizing benefit from customers through cross-selling relevant NMB products in the segment.
- Minimization of exposures to and impact of risks while adhering to KYC, AML in managing the portfolio.
- Quality of service in the portfolio and management of customer expectations through effective queries, complaint and correspondence handling in a timely manner as per service operating standards.
- Ensure an effective call program is maintained on all allocated relationships and prospects. The calls should be recorded and filed.
- Keep abreast of the rapid pace of product/service development, suggest possible best solutions for improving offerings to Private banking clients.
- Overseeing Relationship Management of assigned clients and running Private banking centres with Branch Manager.
- Be conversant with policies and procedures pertaining to all bank products and services and be able to adapt to change based on technological advancements and customer sophistication.
Attributes
- Thorough knowledge of bank products, operations, regulations and specific markets for Private banking clients.
- Thorough knowledge of Private banking clients needs and ability to come up with proper solutions.
- Sound financial knowledge, thorough information of NMB various offerings.
- Excellent communication and listening skills.
- Confidence and presentation skills.
- Understanding and interest in financial/banking products and markets.
- Ability to explain and handle complex information clearly and simply.
- Good sales and negotiation skills.
Qualifications and Experience
- Advanced diploma/Degree in business related studies.
- Minimum 3 years of experience in Relationship Management of High-net worth clients.
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Ajira Mpya Bank 2018 NMB BANK Jobs Relationship Manager;
Reviewed by jobs mpya
on
Friday, January 05, 2018
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