Relationship Manager-Premier Banking
Kampala , Uganda * Full-time
NCBA Bank
Category: Banking
Total Positions:
Location: Kampala , Uganda
Full-time
Salary: Attractive
Posted 10 months ago
KEY DUTIES AND RESPONSIBILITIES
• Acquire, grow and retain base of Premier Banking clients
• Achieve revenue, sales and portfolio growth targets across a range of products and services
• Achieve Product holding per customer growth targets
• Cross sell of products/ solutions thereby increasing their share of wallet in the Bank
• Create and execute a client driven relationship management and portfolio management strategy that will result in increased revenue, profit, share of wallet and contained PAR within Bank guidelines.
• Participate in Bank initiated sales & marketing initiatives.
• Work with the Corporate and Business banking relationship Managers and Premier Banking officers to plan and coordinate Premier Banking business and related sales activities/initiatives.
• Provide Premier banking 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 Premier Banking clients by conducting financial needs analysis.
• Ensure clients are aware of all the Privileges & Solutions offered under Premier 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.
• Achieve the required minimum client visits and customer engagement forums per year.
• Execute account plan and monitor realisation of the anticipated results.
• 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.
• Adherence to policies, procedures and statutory guidelines.
• Minimise exposure to bank wide risks, enforce zero tolerance to non-compliance with KYC and AML regulations.
• Lead the process and confirm that closure of gaps/lapses identified, corrective and preventative actions for the segment identified by audit, risk and compliance reviews; investigations or other assessment mechanisms are undertaken within the agreed time frame.
• Use data, information and insights to drive decision making.
• Proactively manage PAR. Propose solutions that address the customer’s situation that protect the Banks interest and implement as approved.
• Monitor overdrawn accounts/ overdue loans or card payments and follow up for clients to regularize and ensure accounts are not overdrawn without authorization.
• Prepare and submit reports to the relevant stakeholders within agreed format and timelines
• (daily, weekly, monthly, quarterly).
• Develop training programs for direct reports and conduct staff product trainings
• Complete training programs allocated in line with role
• Proactively manage own learning and development
• Manage cross-functional teams
• Adhere to annual leave plan agreed with line manager.
Recommended for you
QUALIFICATIONS / SKILLS
• Bachelor’s degree in a business-related field
• Professional qualification will be an added advantage.
• Desired work experience:
• Minimum 5 years’ experience in similar job managing High Net Worth (HNW) clients with
• a financial services institution.
• In-depth knowledge of the local banking industry, banking products, banking
• operations and services and banking regulations.
• Good working knowledge and understanding of general commercial regulations and
• practices.
• Broad understanding of available investment products and services, industry
• competitive landscape and regulatory environment
HOW TO APPLY
Please follow the application instructions provided in the full job description above.
CLICK HERE TO APPLYDeadline: Expired
Related Jobs
KCB Bank Uganda
Deadline: Open until filled
Stanbic Bank Uganda
Deadline: Open until filled
Stanbic Bank Uganda
Deadline: Open until filled
Pearl Bank
Deadline: Open until filled
CEMES Uganda
Deadline: Open until filled