Job Title: Relationship Manager
Hiring Organization: Equity
Bank
Location – Locality: Nairobi
Location – Region: Kenya
Industry: Banking
Job Type: Full
Time
Salary: KES
Date Posted: 04/28/2024
Description
Equity Bank is one of the region’s leading banks whose purpose is
to transform the lives and livelihoods of the people of Africa socially and
economically by availing them modern and inclusive financial services that
maximize their opportunities. With a strong footprint in Kenya, Uganda,
Tanzania, Rwanda, South Sudan and DRC Congo, Equity Bank is now home to over 12
million customers – the largest customer base in Africa. Currently the Bank is
seeking additional talent to serve in the branch role outlined below:
Job Scope:
The role is responsible for deepening relationships with HNI (High
Net-Worth Individuals) clients to optimize retention, business development,
revenue and profitability.
Job Purpose:
Responsible for acquisition of new HNI business & management
of allocated portfolio to drive balance sheet and income growth.
To onboard existing & NTB HNI clients. Build strong business relationships
with aim of driving sales, service excellence and high level of client
satisfaction that is mutually benefiting.
Work with EIB, ELAK and treasury to provide wealth management and preservation
solutions to clients.
Key Performance Areas:
Relationship Management and Financial Performance – 70%
- To be the first
point of contact for clients for the allocated portfolio
- Proactively
onboard and engage existing clients on the Group’s offering, educate on
new changes in the bank/industry and share advisory communication.
- Deliver deposit,
loans, investment, insurance and revenue targets.
- Leverage the
ecosystem opportunities across all business segments to target quality
business and grow value.
Customer Excellence – 15%
- Digitize and
cross sell to increase product holding to a minimum of 4 (Save, Invest,
Borrow & Insure)
- 100% CRM
utilization on service, sales pipeline and client contact program.
- Ensure correct
carding of clients in the portfolio with minimum utilization of 75%.
- Achieve best
bank in HNI Banking in the country measured by wallet size growth,
customer satisfaction score and NPS rating.
- Migrate
transactions to digital channels – minimum of 60%.
People – 5%
- Team spirit and
stakeholders’ management
- Efficient
management of resources to deliver timely services to clients
professionally.
- Training and
personal development
Internal Processes, Risk and Compliance – 10%
- Ensure
compliance with KYC, AML, legal, regulatory and any other governance
requirements in acquisition and management of clients.
- Comply with all
the Group’s and Subsidiary policies and procedures.
- Satisfactory
portfolio audit
Qualifications
- Bachelor’s
degree. Master’s degree will be as an added advantage.
Qualifications – Experience,
Skills and Knowledge
- At least 5 years
Consumer Banking Business covering liabilities & assets sales and
service/relationship management
- Strong
interpersonal, organization and communication skills
- Experience in
selling investment & insurance products and HNI clients management
will be an added advantage
- Strong business
acumen.
