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Location
Other Dar es Salaam District Dar Es Salaam
Description
Job Purpose
A Relationship Manager is required to help and advice clients, grow Private segment within assigned Branch/Territory. The range and scope of his/her work ranges from helping clients with their account details giving advice on financial investments. He/she is the focal point of sustaining customer satisfaction, Retain existing customers and generate additional business; acquire customers through various sales activities.
A Relationship Manager is required to help and advice clients, grow Private segment within assigned Branch/Territory. The range and scope of his/her work ranges from helping clients with their account details giving advice on financial investments. He/she is the focal point of sustaining customer satisfaction, Retain existing customers and generate additional business; acquire customers through various sales activities.
Main Responsibilities
• Portfolio growth (Assets, Liabilities, Investment products and Insurance) through customer visits, sales and retention.
• Portfolio movement reports and take action on any abnormalities observed.
• Customer retention, maximizing benefit from customers through cross-selling relevant NMB products in the segment.
• Minimization of exposures to and impact of risks while adhering to KYC, AML in managing the portfolio.
• 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.
• Ensure an effective call program is maintained on all allocated relationships and prospects. The calls should be recorded and filed.
• Keep abreast of the rapid pace of product/service development, suggest possible best solutions for improving offerings to Private banking clients.
• Overseeing Relationship Management of assigned clients and running Private banking centres with Branch Manager.
• Be conversant with policies and procedures pertaining to all bank products and services and be able to adapt to change based on technological advancements and customer sophistication.
• Portfolio growth (Assets, Liabilities, Investment products and Insurance) through customer visits, sales and retention.
• Portfolio movement reports and take action on any abnormalities observed.
• Customer retention, maximizing benefit from customers through cross-selling relevant NMB products in the segment.
• Minimization of exposures to and impact of risks while adhering to KYC, AML in managing the portfolio.
• 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.
• Ensure an effective call program is maintained on all allocated relationships and prospects. The calls should be recorded and filed.
• Keep abreast of the rapid pace of product/service development, suggest possible best solutions for improving offerings to Private banking clients.
• Overseeing Relationship Management of assigned clients and running Private banking centres with Branch Manager.
• Be conversant with policies and procedures pertaining to all bank products and services and be able to adapt to change based on technological advancements and customer sophistication.
Attributes
• Thorough knowledge of bank products, operations, regulations and specific markets for Private banking clients.
• Thorough knowledge of Private banking clients needs and ability to come up with proper solutions.
• Sound financial knowledge, thorough information of NMB various offerings.
• Excellent communication and listening skills.
• Confidence and presentation skills.
• Understanding and interest in financial/banking products and markets.
• Ability to explain and handle complex information clearly and simply.
• Good sales and negotiation skills.
• Thorough knowledge of bank products, operations, regulations and specific markets for Private banking clients.
• Thorough knowledge of Private banking clients needs and ability to come up with proper solutions.
• Sound financial knowledge, thorough information of NMB various offerings.
• Excellent communication and listening skills.
• Confidence and presentation skills.
• Understanding and interest in financial/banking products and markets.
• Ability to explain and handle complex information clearly and simply.
• Good sales and negotiation skills.
Qualifications and Experience
• Advanced diploma/Degree in business related studies
• Minimum 3 years of experience in Relationship Management of High-net worth clients
• Advanced diploma/Degree in business related studies
• Minimum 3 years of experience in Relationship Management of High-net worth clients
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