Affluent Relationship Manager

Provide a responsive pro-active and proficient personal relationship banking service to a portfolio of Affluent customers in order to grow market share and retain existing business.

• Establish and build one-on-one relationship in the assigned portfolio by delivering the seamless expected level of service specifically focusing on a proactive contact or calling strategy and program.  
• Ensure retention of existing clients in the assigned portfolio by strengthening and expanding relationships. Ensures effective query management and customer feedback.                                  
• Monitors and manages (in collaboration with internal business partners) the delivery of service in line with service level agreements standards and turnaround times within segment.
• Ensures the implementation of the Personal Segment value and build strong relationships with relevant stakeholders and business partners (e.g Credit BCC Wholesale etc.) in order to provide a seamless solution to the clients banking requirement          
• Acquire and retain quality business in line with the Customer Value Proposition segment income specifications acquisition targets and segment strategy to increase market share.            
• Ensures deep understanding of Customers demographics through regular interaction with client. 
• Ensure value add to customers while growing the bank profitability through financial advisory to clients cross-selling with a focus on wealth creation and lending opportunities.                                                     

Qualifications :

• Bachelors degree in Business Studies or a related field from a recognized university 
• Atleast 5 years experience as a Business Banker or Relationship Manager with proven performance record
• Exposure to customer service required with previous sales experience
• Experience in dealing with customers at all levels. Significant product knowledge including specialised products and financial structures.
• Experience in budgeting forecasting cost control and client financial analysis.
• Experience in preparing and motivating Credit applications is to customer service required. Previous sales experience
• Good knowledge of Affluent Banking value proposition
• Sound knowledge of the banks policies and procedures relating to all areas under his/her control

Additional Information :

Behavioural Competencies:

• Developing Strategies
• Directing People
• Embracing Change
• Empowering Individuals
• Establishing Rapport
• Making Decisions
• Providing Insights

Technical Competencies:

• Effective business communication
• Sales Planning and Reporting
• Presentation Skills
• Product Knowledge
• Risk Awareness 
• Client Retention

Remote Work :

No

Employment Type :

Full-time