elationship Manager; Private Banking - Central zone (Dodoma Zonal Office) National Microfinance Bank(NMB) Dodoma
Full-Time
8th July 2018
1703

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.

Application

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