Job Purpose
To maintain good relationships with customers and provide expertise to grow the Liabilities (Deposits) and Assets portfolio to enable the Bank to acquire and retain potential customers through a sound business strategy and sales activities while driving high level of productivity and cost management.
Main Responsibilities
- Portfolio growth (Assets, Liabilities, Investment products and Insurance)
- 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
- Guide other bank employees (Private Banking Relationship Managers/Officers and Tellers) on how to handle Private banking clients
- Ensure an effective call program is maintained on all allocated relationships and prospects.
- Keep abreast of the rapid pace of product/service development, suggest possible best solutions for improving offerings to Private banking clients
- Organize/Suggest quarterly events for customers within the region for more effective engagement and relationship enhancement
- Overseeing Relationship Management of assigned clients and running Private banking centers with Branch Manager
- Conduct initial screening interview with prospective clients and maintain familiarity with customers relevant documents
- 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
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