Senior Relationship Officer – NGO
Kampala, Uganda * Full-time
Centenary Bank Uganda
Banking
Total Positions:
Location: Kampala, Uganda
Full-time
Salary: not mentioned
Posted 1 year ago
KEY DUTIES AND RESPONSIBILITIES
• Selling
• With focus on NGOs that include Charitable Trusts, Community Development organizations, Community and Social services:
• Generate business from new & existing clients, through strategic penetration into identified market/ sectors across the entire portfolio spectrum, while managing profitability of client portfolio in line with the credit policy.
• Sell appropriate financial products such as Internet Banking, Leasing, Trade Finance etc
• Drive business through developing a strong network.
• Identify champions within the client’s ecosystem and foster relationships to ensure the bank obtains leading edge information about the client’s business objectives, opportunities and threats
• Create and periodically update customer databases for potential and existing customers and recommend financial solutions based on customer value line with set targets.
• Business Acumen and Market Understanding
• Utilise information management systems and processes to pre-empt selling opportunities and threats to clients and the bank
• Continuously provide information to ensure that the products and services of the bank meet the needs of the client.
• Strategic focus
• Understand the overall strategy of Centenary bank and how the strategy of NGO business supports the bank business
• Continuously recommend improvements, adaptations to the existing systems, Processes and structures to ensure current and future viability of corporate banking
• Develop and nurtures strategic partnerships with the clients to ensure that the strategy business objectives of the client and the bank are achieved
• Customer Relationship Management
• Ensure provision of high quality and timely service to clients by attending to client requests and maintaining direct interface with clients. through direct visits/phone/mail etc.
• Maintain and enhance existing customer relationships and attract prospective customers to ensure business continuity and growth.
• Manage and grow an assigned portfolio of clients, promote corporate products and services, and identify business development opportunities to grow market share.
• Manage the assigned portfolio and ensure that the different processes are in line with the bank standards of quality and profitability.
• Attend to customer complaints, escalate as per procedures, and follow up till resolution.
• Performance and coaching
• Provide coaching to team members and continually share information, experience and expertise to promote a high-performance culture.
• Client monitoring
• Monitor the performance of the client’s accounts (financial performance etc.) on a regular basis or through the daily Monitoring Reports to identify deviations and take corrective actions.
• Identify barriers to business development that emanate from sales and service delivery dissatisfaction, and develop strategies to overcome these problems with the relevant members of the team and the client
• Risk, control and compliance
• Conduct Know Your Customer (KYC) as per defined procedures and compliance requirements.
• Proactively and timely identification of potential problem accounts and formulate appropriate risk mitigating strategies
• Ensure compliance to law and regulations in all dealings with the clients.
• Analyse and report potential fraudulent transactions as per internal policies and regulations.
• Keep proper records in terms of local financial legislation and regulatory requirements.
• Research and Market Information
• Keep abreast of best practices and updates in the sector (economic context/national & international) to continuously improve service and operational efficiency
QUALIFICATIONS / SKILLS
• University Degree in any related field.
• Required Experience, Skills and Competences
• 5 years’ experience in banking and a minimum of 2 years’ experience in managing a portfolio in a corporate business environment.
• Sales track record in a financial services industry.
• Comprehensive credit and risk management experience is an added advantage
• Additional skills
• Financial Management skills
• Interpersonal Skills.
• Communication and relationship development Skills
• Analytical skills
• Competency
• Delivering Customer Expectations
• Formulating Concepts and Strategies
• Leading and Supervising
• Relating and Networking
• Writing and Reporting
• Technical Skills
• Product Knowledge
• Financial and business acumen
• Planning
HOW TO APPLY
Please follow the application instructions provided in the full job description above.
CLICK HERE TO APPLYDeadline: Expired
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