Sign in
All jobs
Relationship Manager Premium Banking
1y
Post page
Share on
Share on
Family Bank Ltd
Kenya, Nairobi
Fulltime
Key Responsibilities:
Acquire, grow and retain base of High Net Worth clients.
Ensuring revenue growth through customer acquisition, new need identification, product cross-sell and re-engineering increased product usage for existing clients
Planning for activations within the banks market or geographic area to ensure a robust pipeline of HNIs that will drive growth of new accounts and deposits.
Conduct market research and analysis on affluent customers to create detailed business plans on products developments, commercial opportunities, new strategic partnerships etc.
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 HNW clients by conducting financial needs analysis
Ensure clients are aware of all the Privileges & Solutions offered under Platinum Banking
Focused growth in transactional banking solutions for the business banking portfolio
Documenting Account opening and executing all KYC documents to facilitate account opening and all Bank’s products and services;
Obtaining related financial documents to be able to put forward any new borrowing requests from the client
Preparing Call reports with recommendations and submitting for consideration by approvers;
Mobilizing High Cost and Low Cost Deposits and growing the Bank’s Deposit Base in line with targets
Providing feedback to the client on the outcome of their request and providing other solutions which could be beneficial to them in the long run;
Making follow ups with Credit department on the offer letter and other Banks contractual documents for the client to execute for facilities approved and following up internally and externally for processing of securities and marking limits;
Making regular customer meetings and visits to build and grow the relationship;
Filling customer instructions/important loan related documents in the client’s respective dockets for safe custody as the information is private and confidential;
Ensure Compliance with data protection laws, policies and procedures of the bank.
Any other official duty that may be allocated by management from time to time.
Qualifications:
A Bachelor’s degree in Business related field.
Professional banking qualifications will be added advantage.
Have a minimum of 6 years’ experience in General banking, and 2 of which should be at relationship level in an affluent service sector or premium banking.
Key Competencies and Attributes:
Displays a business-oriented mind-set that drives the banks agenda.
Applies knowledge of industry, market and business trends to identify opportunities, prioritize activities and deliver business results.
Goal focused and able to spot business opportunities.
Builds networks and maintains strong relationships.
Has passion and drive to achieve results under difficult circumstances
Pleasant and able to relate well in diverse social set ups and teams
Upholds high standard of Professionalism, integrity and respect for others
Drives high performance in teams.
Ability to develop productive working relationships and achieve results with deadlines.
Banking
3 applications
Please
Create account / Sign in
to apply.
Copyright 2024
English
Українська
Русский
welcome@gainrep.com
×
At the current plan, you cannot send contact requests, or the daily limit exceeded.
Details
You have no jobs.
Post a job
to be able to offer it to candidates.
Promote post
×
1.
Switch
to the Pro plan and make the post "Sponsored".
On average, 5x higher results
Posts have priority placement in the feed
We send posts to ##usertype## by email
2. Invite others to support this post
.
The more support (likes) a post has,
the higher its reach
.
How to do that?
Share it on social networks
Send your friends or teammates a direct link to the post
Copy link
Reacted to this post
×
×
Select your resume (PDF, Word, or TXT)
Not having a resume? Create one in our online
Resume Builder
×
Shared this post
×
×