Relationship Manager; Affluent at NMB Bank
Job Overview
Relationship Manager; Affluent at NMB Bank
Relationship Manager; Affluent
NMB Bank
Relationship Manager; Affluent (1 Position(s))
Job Location :Highlands Zone, Mafinga
Job Purpose:
Responsible for client Relationship Management within the assigned branch through sustaining customer satisfaction, retaining existing customers and generating 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.
Main Responsibilities:
- Responsible for Portfolio growth (Assets, Liabilities, Investment products and Insurance) through customer visits, sales, and retention.
- Manage Portfolio movement reports both self and the team that he/she leads 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
- Ensure quality of service in the portfolio and management of customer expectations through effective queries, complaints, and correspondence handling in a timely manner as per service operating standards.
- Guide and coach other bank employees (Relationship Officers and Bank Officers) on how to handle Private Banking clients.
- 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.
- Organize/propose quarterly events for customers within the region for more effective engagement and relationship enhancement in order to improve the NMB brand image in the market.
- Conduct initial screening interviews with prospective clients and maintain familiarity with customers’ relevant documents.
- 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.
Knowledge and 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 various NMB offerings.
- Excellent Client Management skills
- Excellent communication, networking, and interpersonal skills
- Understanding and interest in financial/banking products and markets
- Ability to analyze and research information.
- Ability to explain and handle complex information clearly and simply.
- Ability to identify the need for change and to drive the desired changes, adaptable and flexible in anticipating and realizing market opportunities.
- Good sales and negotiation skills
- Leadership and Coaching skills
- Credit skills.
- Strong analytical, problem-solving skills, decision making and financial management skills.
- Excellent report writing and presentation skills.
- Project Management
Qualifications and Experience:
- Bachelor’s degree in business related studies
- 5 years’ experience in banking operations and/or Relationship Management of High-net worth clients
Experience in credit assessment
NMB Bank Plc is an Equal Opportunity Employer. We are committed to creating a diverse environment and achieving a gender balanced workforce.
Female candidates and people living with disabilities are strongly encouraged to apply for this position.
NMB Bank Plc does not charge any fee in connection with the application or recruitment process. Should you receive a solicitation for the payment of a fee, please disregard it.
Only shortlisted candidates will be contacted.
Job opening date : 03-Feb-2025Job closing date : 17-Feb-2025
How to Apply:
