Relationship Manager: Private Banking Job at NBC
Job Overview
Relationship Manager: Private Banking
Zanzibar
NBC
National Bank of Commerce
NBC is the oldest serving bank in Tanzania with over five decades of experience. We offer a range of retail, business, corporate and investment banking, wealth management products and services.
Job Summary
To develop and grow relationships with Affluent customers, and growing the customer base through targeted sales efforts and the delivery of impeccable service•
Delivers a high level of service and personal attention to the Bank’s quality customers, with the aim of developing significant sales and new business and providing a high level of retention of existing clients business.
Whilst part of a team, the job holder operates on a mobile basis, meeting clients at times and locations.
Job Description
Achieve agreed sales target for customers (upgrades and new to bank), new accounts, assets and liabilities and any other products as may be assigned.
Conduct a detailed need analysis for all existing and potential customers to determine which product will suit their needs.
Ensure proactive selling of alternative delivery channels (internet banking, insurance products, etc.) to all clients.
Based on proactive sales or leads referred from other sources, ensure contacts to potential new customers are done and offer them packaged financial solutions based on a detailed assessment of their needs.
Increase product penetration for existing customer base by reviewing their portfolio to determine potential cross sells and pro-actively recommend new products to customers
Conduct financial planning for customers in order to play a pro-active role in increasing their wealth.
Continuously monitor utilization of credit facilities and investment avenues. Identify and resolve underutilization by
Achieve agreed sales target for customers (upgrades and new to bank), new accounts, assets and liabilities and any other products as may be assigned.
Conduct a detailed need analysis for all existing and potential customers to determine which product will suit their needs.
Ensure proactive selling of alternative delivery channels (internet banking, insurance products, etc.) to all clients.
Based on proactive sales or leads referred from other sources, ensure contacts to potential new customers are done and offer them packaged financial solutions based on a detailed assessment of their needs.
Increase product penetration for existing customer base by reviewing their portfolio to determine potential cross sells and pro-actively recommend new products to customers
Conduct financial planning for customers in order to play a pro-active role in increasing their wealth.
Continuously monitor utilization of credit facilities and investment avenues. Identify and resolve underutilization by contacting customers to determine the reasons and escalating service issues.
Manage the banking relationships for portfolios of high net worth customers which may include senior local political figures and well known business people
Conduct regular customer visits and motivate focused social events and individual entertainment in order to build long-term relationships.
Take accountability for the relationship with the Client, across all hierarchical levels, which incorporates integrating and coordinating all contacts between the Bank and the Client.
Manage own calling programme including identifying names to call in a particular month and setting up meeting. Obtain advise from Head of Affluent where required.
On a monthly basis, compile a report on calling programmes for the month and personal sales progress against the targets as agree. Present the report to the Head of Affluent.
Qualifications
Bachelor`s Degrees and Advanced Diplomas – Business, Commerce and Management Studies, Commercial mindset – Junior (Meets some of the requirements and would need further development), Customer Excellence – Service Delivery (Meets all of the requirements), Digital familiarity (Meets all of the requirements), Effective communication – Basic (Meets all of the requirements), Experience in a similar environment, Openness to change (Meets some of the requirements and would need further development), Product and/or Service Knowledge (Meets all of the requirements), Relationship building (Meets some of the requirements and would need further development)
Locations: Zanzibar Branch NBC
Deadline: 2022-07-30
