NCBA Group Assistant Relationship Manager, Platinum Banking Jobs in Kenya

NCBA Group Assistant Relationship Manager, Platinum Banking Jobs in Kenya

Job Purpose Statement

To market and sell platinum banking products to existing and potential customers. Provide
personalized, prompt and efficient customer services to Personal banking customers whilst
managing and controlling the operations of their accounts.
Customer acquisition, satisfaction, growth and retention are critical to succeed in this role.

Key Accountabilities (Duties and Responsibilities)

Financial

Achieve the set monthly and annual sales targets for all the Personal Banking products.

Prospect, anticipate and close all sales leads within the shortest time possible in an efficient way.

Develop a clear aggressive sales pipeline for both existing and potential customers ensuring to file all Call Memo’s with the Segment head and the Branch Manager.

Prospecting and recruiting new customers for the various Personal Banking products, understanding their needs and requirements and recommending appropriate measures.

Execute focused relationship management and sales strategies that result in increased revenue, profit, share of wallet and contain PAR within bank guidelines.

Derive revenue across all products and services offered by the bank.

Attend relevant industry forums firmly positioning the bank in its target markets and optimizing opportunities for customer acquisition.

Implementing strategies and programs that achieve set sales and other performance targets as prescribed.

Internal business processes

Attend to daily refers and excesses requests

Ensure compliance with operations risk requirements e.g. KYC, AML, Health & safety standards, security of Premises.

Ensure good health of assigned portfolio by actively managing encroachments, Accountability reports and write off.

Close gaps/lapses identified, take corrective and preventative actions identified by audit, risk and compliance reviews; investigations or other assessment mechanisms within the agreed time frame.

Prepare and submit reports to the relevant stakeholders within agreed format and timelines (daily, weekly, monthly, quarterly)

Use of digital workflows and processes to achieve efficient and impactful engagement and accurate delivery of service.

Use data, information and insights to drive decision-making

Proactive management of NPL for assigned portfolio.

Achieving a ‘Good’ audit rating for the Platinum Banking ensuring prompt thorough closure of all audit exceptions sited.

Develop growth plans for assigned clients/portfolio.

Confirm the growth plans are aligned with the other funds before presenting for consolidation into the segment plan.

Execute growth plan and monitor realisation of the anticipated results.

100% adherence to policies, procedures and statutory guidelines. Minimize exposure to bank wide risks, enforce zero tolerance to non-compliance with KYC and AML regulations.

Close gaps/lapses identified, take corrective and preventative actions identified by audit, risk and compliance reviews; investigations or other assessment mechanisms within the agreed time frame.

Utilize the MIS system for continuous tracking of own performance, monitoring of customer satisfaction and provision of management / statutory reports as applicable.

Prepare and submit reports to the relevant stakeholders within agreed format and timelines (daily, weekly, monthly,

and quarterly).

Present reports that facilitate informed and sound decision making. Trends, insights and concerns with recommendations clearly elaborated.

Customer

Execute a focused relationship management and sales strategies that will result in increased revenue, profit, share of wallet and contained PAR within Bank guidelines.

Identifying customer needs not met by existing products and the implementation of new products and services

Utilize the customer relationship management system aimed at customer acquisition, retention and maximizing on every relationship.

Develop and continuously review the account plans and customer growth plans. Outcomes

Improved customer Relationship Index

Improved Experiential Net Promoter score

Improved Customer effort score

Learning and growth

Conduct periodic trainings to the branch staff on all personal banking products & Services.

Proactively manage own learning and development.

Deliver performance objectives set. Institute immediate corrective action where performance is below par.

Adhere to annual leave plan agreed with line manager.

Adhere to HR policies.

Ideal Job Specifications

Academic:

Bachelor’s degree from a recognised and accredited university.

Master’s Degree will be an added advantage

Professional:

Customer relationship Management Course

Certificate of Proficiency in Insurance (COP).

Desired work experience:

4-5 years’ working experience in business development roles

In-depth knowledge of the local banking industry, banking products, banking services
and banking regulations.

Sound working knowledge and understanding of general commercial regulations and practices.

Ideal Job competencies

Technical Competencies

Risk Management

Audit Standards and Legislations Compliance and Regulatory Framework.

Conceptual and Analytical Skills

Technology Skills

Networking Skills

Sales Capability

Ability to anticipate and mitigate risk by developing appropriate Risk Management Policies for the Bank

Excellent knowledge of International Accounting and Audit Standards, and Legislations

Top notch understanding of the regulatory issues, reporting and operational requirement as provided by CBK, KRA, KIB, etc.

Ability to quickly grasp and understand systems and keen to detail.

Knowledge of computerized Internal Audit Techniques, Computerized accounting and financial systems, banking applications and spreadsheets

Continuously builds and strengthens relationships with colleagues within the organization; with existing and potential customers, partners, regulators, suppliers for smooth, efficient, accurate and value- adding service delivery

Creates value-adding solutions drawn from different product offerings to address client needs. Closes the sale and monitors realization of value for both the client and the Bank.

How to Apply

For more information and job application details, see; NCBA Group Assistant Relationship Manager, Platinum Banking Jobs in Kenya

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