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Relationship Manager-Premier Banking

Kampala , Uganda * Full-time
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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.
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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 APPLY
Deadline: Expired
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