Relationship Manager - Mwanakwerekwe at Exim Bank
Job Description
The purpose of this role is to build the Business, Deepen Relationships and Managing Key and Potential Customers from sales of Liabilities, Acquisitions, Cash Management, Credit Card and Retail Products to maximize revenue by achieving sales targets.
Roles & Responsibilities
- RESPONSIBILITIES
- Building relationship with a portfolio of customers assigned to become a first point of contact for their banking needs.
- Grow the CASA of the existing client portfolio as per the target given.
- To meet the fee income goal through the existing clients portfolio.
- To provide a personalized and committed banking services to the customers in the portfolio, such as reviews on customers’ accounts and giving each customer the opportunity to make informed choices on their everyday banking.
- Identification of cross-selling opportunities in the customer portfolio assigned.
- Developing and maintaining a sales/queries management data base which can be used for review purposes, analysis of branch performance and reflection for improvement
- Working with branch managers to anticipate key issues, identifying useful opportunities and offering professional expertise/solutions to all stake holders.
- Use referral from existing clients in the portfolio to open new client accounts
- Have a good understanding of all products/services offered by EXIM to be able to serve the client better
- Prepare Position reports to the Branch Manager
QUALIFICATION AND EXPERIENCE REQUIRED
- University degree in Business Administration or Economics and relevant professional qualifications in banking, finance or marketing
- Minimum of two years relevant working experience in a similar position
- Computer literacy and knowledge of new evolving technology systems
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