Analyze your CV for elationship Manager; Private Banking - Central zone (Dodoma Zonal Office) at National Microfinance Bank(NMB)
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About this job
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.
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.
Willingness to relocate to Dodoma and flexibility to travel around the zone.
Qualifications and Experience
Advanced diploma/Degree in business related studies.
Minimum 3 years of experience in Relationship Management of High-net worth clients.
Previous experience working in Private Banking/ as a private Banker preferred
NMB Bank Plc is committed to creating a diverse environment and is proud to be an equal opportunity employer.
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.
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.
Willingness to relocate to Dodoma and flexibility to travel around the zone.
Qualifications and Experience
Advanced diploma/Degree in business related studies.
Minimum 3 years of experience in Relationship Management of High-net worth clients.
Previous experience working in Private Banking/ as a private Banker preferred
NMB Bank Plc is committed to creating a diverse environment and is proud to be an equal opportunity employer.