Relationship Manager, Select Banking
- Compensation
- Not disclosed
- Location
- Dar es Salaam, Tanzania
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- 5+ years
- Category
- Finance
- Posted
Skills
Must have
- 5 years banking/ service experience, preferably dealing with high net-worth individuals in a portfolio context.
- Strong sales background.
- Experienced in upholding the highest levels of service.
- Thorough knowledge of bank products, operations, regulations, and specific markets for Select Banking clients
- Excellent interpersonal and communication skills with the ability to build trust with high-net-worth individuals.
- Strong knowledge of financial products, investment strategies, and wealth management services.
- Demonstrated experience in managing investment portfolios and providing personalized financial advice.
- Understanding of financial regulations and compliance in the private banking sector. •
- Ability to work under pressure and manage complex client needs.
Full description
Job Summary
Responsible for client Relationship Management within the assigned portfolio through
sustaining customer satisfaction, retain existing customers and generate additional
business; acquire customers through various sales activities. Responsible for growing high net worth clients’ Assets and Liabilities from Public Sector,
Government, Institutional, Corporate and SMEs.
Responsibilities
- Responsible for Portfolio growth (Assets, Liabilities, Investment products and
Insurance) through customer visits, sales, and retention.
- Continuously monitor utilization of credit facilities and other products such as
overdrafts. Identify and resolve under utilization by contacting customers to
determine the reasons and escalating service issues .
- Customer retention, maximizing benefit from customers through cross-selling
relevant Bank products in the segment.
- Organize/propose quarterly events for customers within the region for more effective
engagement and relationship enhancement in order to improve the Bank brand
image in the market.
- Ensure quality of service in the portfolio and management of customer expectations
through effective queries, complaint, and correspondence handling in a timely
manner as per service operating standards.
- Conduct initial screening interviews with prospective clients and maintain familiarity
with customers’ relevant documents.
- Manage risk and control effectively by applying applicable risk frameworks and
embedding a positive risk culture.
- Understanding of own role in the end to end processes in which you play a part,
including applicable risks and controls.
- Adhere to Bank policies and procedures applicable to own role, demonstrating
sound judgment and responsible risk management.
- Report all risk events / incidents / issues using the defined process for your business
area and help to understand why these happened and how to prevent them in future.
Proactively look for ways to improve the control environment by considering what
could go wrong in the processes you operate and how errors could be prevented.
- Continuous and proactive engagement with regulatory bodies, unions where applicable