Relationship Manager, Priority Banking

Key responsibilities

• Engaging and deepening activities.
• Methodically engage.
• Have complete knowledge of the clients in terms of the profile & assets.
• Create analytics-backed conversation.
• Engage clients through the digital channels (calls, virtual meetings, webinars, email)
• Needs/Anchor Products.
• Individual banking products (Personal Loans, Current and Savings Accounts; Wealth Products.
• Meet & deep sell
• Develop a comprehensive Account Plan for at least 20% of client base.
• Meet virtually to meet advisory needs (once a quarter)
• Connect client with specialists.
• Set up products Conduct/connect for periodic CDD reviews.
• Conduct fulfillment & activate.
• Services
• Refer most servicing activities to Client Service Manager.
• Acquiring on referrals.
• Connect & prepare
• Connect & start up referred leads (including Business Client owners, CC and CIC C-level executives with more advanced needs)
• Explain proposition & requirements in full.
• Meet, deep sell & train (in person)
• Meet, listen and determine further needs.
• Set up anchor products & initiate cross-sell.
• Conduct/connect for CDD.
• Educate and conduct initial set up for online, ATMs, Client Centre.
• Strategy
• Acquire new to bank clients.
• Grow clients to be Assets Under Management Qualified ( 4M KES and above)
• Refer International banking clients.
• Increase Wealth Penetration per customer.
• Grow both deposits and Assets.

Candidate requirements

• CISI Level 1
• Bancassurance Certification.

Required skills