Relationship Manager

KEY RESPONSIBILITIES:

•    Growth in business volumes, customer base and wallet share.
•    Adequacy of personal competence to effectively perform Relationship Management tasks.
•    Consistency in adherence to and application of established policies, processes, and tools to achieve optimal efficiency, compliance and cost containment.
•    Minimization of exposures to and impact of risks associated with KYC, AML and portfolio maintenance.
•    Quality of management of customer expectations.
•    Retention of quality portfolio all the time

DAILY RESPONSIBILITIES:

•    To create and manage banking relationships and ensure optimal sales to all the customers being treasury customers, Corporate, retail by way of joint calls and cross selling.
•    Creatively tailor products to meet individual customer needs.
•    Grow the Retail banking customer base by recruiting new customers, and wallet sizing to the existing customers to attain high returns.
•    To manage the customers relationships to ensure retention by making sure that all the complaints raised by them are resolved within a reasonable and agreed time
•    Monitor and ensure that there is no excesses that are not approved. 
•    Work in close partnership with Credit team, Branch manager, to ensure that the credit requests for new and existing facilities are correctly prepared in accordance with KCB and/or group policies.
•    After consideration of individual case merits, recommend credit requests for approval to relevant authorities.
•    Liaise with your colleagues in areas of expertise, particularly regarding provision of quality service to customers.
•    Provide feedback to the Branch Manager, or relevant parties regarding service provision to customers and the trend of assets and liabilities
•    Responsible for delivering a service to customers that matches the Bank’s mission statement.
•    Be conversant with the KYC requirements.  Undertake actions to ensure compliance and report suspicions.  Exercise due care and diligence in ensuring all anti-money laundering and KYC requirements are complied with.

MINIMUM POSITION QUALIFICATION REQUIREMENTS

a.    Academic & Professional

 

b. Experience