NCBA Group Relationship Manager – Platinum Banking Jobs in Kenya
Job Purpose Statement
To market and sell platinum banking products to existing and potential customers. Provide
personalized, prompt and efficient customer services to Personal banking customers whilst
managing and controlling the operations of their accounts. Customer acquisition, satisfaction, growth and retention are critical to succeed in this role.
Key Accountabilities (Duties and Responsibilities)
Financial
Achieve the set monthly and annual sales targets for all the Personal Banking products.
Prospect, anticipate and close all sales leads within the shortest time possible in an efficient way.
Develop a clear aggressive sales pipeline for both existing and potential customers ensuring to file all Call Memo’s with the Segment head and the Branch Manager.
Prospecting and recruiting new customers for the various Personal Banking products, understanding their needs and requirements and recommending appropriate measures.
Execute focused relationship management and sales strategies that result in increased revenue, profit, share of wallet and contain PAR within bank guidelines.
Derive revenue across all products and services offered by the bank.
Attend relevant industry forums firmly positioning the bank in its target markets and optimizing opportunities for customer acquisition.
Implementing strategies and programs that achieve set sales and other performance targets as prescribed.
Internal business processes
Attend to daily refers and excesses requests
Ensure compliance with operations risk requirements e.g. KYC, AML, Health & safety standards, security of Premises.
Ensure good health of assigned portfolio by actively managing encroachments, Accountability reports and write off.
Close gaps/lapses identified, take corrective and preventative actions identified by audit, risk and compliance reviews; investigations or other assessment mechanisms within the agreed time frame.
Prepare and submit reports to the relevant stakeholders within agreed format and timelines (daily, weekly, monthly, quarterly)
Use of digital workflows and processes to achieve efficient and impactful engagement and accurate delivery of service.
Use data, information and insights to drive decision-making
Proactive management of NPL for assigned portfolio.
Achieving a ‘Good’ audit rating for the Platinum Banking ensuring prompt thorough closure of all audit exceptions sited.
Develop growth plans for assigned clients/portfolio.
Confirm the growth plans are aligned with the other funds before presenting for consolidation into the segment plan.
Execute growth plan and monitor realisation of the anticipated results.
100% adherence to policies, procedures and statutory guidelines. Minimize exposure to bank wide risks, enforce zero tolerance to non-compliance with KYC and AML regulations.
Close gaps/lapses identified, take corrective and preventative actions identified by audit, risk and compliance reviews; investigations or other assessment mechanisms within the agreed time frame.
Utilize the MIS system for continuous tracking of own performance, monitoring of customer satisfaction and provision of management / statutory reports as applicable.
Prepare and submit reports to the relevant stakeholders within agreed format and timelines (daily, weekly, monthly, and quarterly).
Present reports that facilitate informed and sound decision making. Trends, insights and concerns with recommendations clearly elaborated.
Customer
Execute a focused relationship management and sales strategies that will result in increased revenue, profit, share of wallet and contained PAR within Bank guidelines.
Identifying customer needs not met by existing products and the implementation of new products and services
Utilize the customer relationship management system aimed at customer acquisition, retention and maximizing on every relationship.
Develop and continuously review the account plans and customer growth plans.
Outcomes
Improved customer Relationship Index
Improved Experiential Net Promoter score
Improved Customer effort score
Learning and growth
Conduct periodic trainings to the branch staff on all personal banking products & Services.
Proactively manage own learning and development.
Deliver performance objectives set. Institute immediate orrective action where performance is below par.
Adhere to annual leave plan agreed with line manager.
Adhere to HR policies.
Ideal Job Specifications
Academic:
Bachelor’s degree from a recognised and accredited university.
Master’s Degree will be an added advantage
Professional:
Customer relationship Management Course
Certificate of Proficiency in Insurance (COP).
Desired work experience:
4-5 years’ working experience in business development roles
In-depth knowledge of the local banking industry, banking products, banking services
and banking regulations. Sound working knowledge and understanding of general commercial regulations and practices.
How to Apply
For more information and job application details, see; NCBA Group Relationship Manager – Platinum Banking Jobs in Kenya
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