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About this job
Relationship Manager- Private Banking
INDUSTRY: BANKING
HR World Ltd on behalf of our client, we are looking for a Relationship Manager- Private Banking who will be 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
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 underutilization by contacting customers to determine the reasons and escalating service issues
Organize/propose quarterly events for customers within the region for more effective engagement and relationship enhancement in order to improve Bank’s 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.
Manage risk and control effectively by applying applicable risk frameworks and embedding a positive risk culture.
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.
Achieve agreed sales targets for new accounts, cards, assets and liabilities through a proactive calling program
Guide and coach other bank employees (personal bankers and customer service Officers) on how to handle clients.
Manage Portfolio movement reports, revenue per customer and take action on any abnormalities observed.
Review reports from branches indicating income levels of existing personal banking clients and identify names that could be migrated to select banking.
Qualifications:
Bachelor’s Degree in Finance, Business, Economics, or any related field. A Master’s Degree or professional certifications (CFA, CFP) is a plus.
5+ years of banking/ service experience, preferably dealing with high net-worth individuals in a portfolio context.
Strong knowledge of financial products, investment strategies, and wealth management services.
Strong sales background.
Effective Client relationship management
Interested candidates may send their CVS to career@hrworld.co.tz before 23rd April 2025
Only successful candidates will be contacted
INDUSTRY: BANKING
HR World Ltd on behalf of our client, we are looking for a Relationship Manager- Private Banking who will be 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
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 underutilization by contacting customers to determine the reasons and escalating service issues
Organize/propose quarterly events for customers within the region for more effective engagement and relationship enhancement in order to improve Bank’s 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.
Manage risk and control effectively by applying applicable risk frameworks and embedding a positive risk culture.
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.
Achieve agreed sales targets for new accounts, cards, assets and liabilities through a proactive calling program
Guide and coach other bank employees (personal bankers and customer service Officers) on how to handle clients.
Manage Portfolio movement reports, revenue per customer and take action on any abnormalities observed.
Review reports from branches indicating income levels of existing personal banking clients and identify names that could be migrated to select banking.
Qualifications:
Bachelor’s Degree in Finance, Business, Economics, or any related field. A Master’s Degree or professional certifications (CFA, CFP) is a plus.
5+ years of banking/ service experience, preferably dealing with high net-worth individuals in a portfolio context.
Strong knowledge of financial products, investment strategies, and wealth management services.
Strong sales background.
Effective Client relationship management
Interested candidates may send their CVS to career@hrworld.co.tz before 23rd April 2025
Only successful candidates will be contacted