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