Relationship Manager - Geita 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
Building relationships with a portfolio of customers is assigned to become a first point of contact for their banking needs.
Recommended:
Growth of CASAFD and ASSET of the existing client portfolio as per the
target given, and Acquisitions of new CASA FD and ASSET customers as per
given budget.
To meet the fee income goal through the existing client’s portfolio.
To provide a personalized and committed banking service 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 database 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 referrals 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 for 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
Minimum of 5 years’ relevant working experience in a similar position
Ability to assess customer needs and develop products that suit their needs.
Self-confident, ambitious, willing to take on challenges.
High energy level and aggressive
Self-motivated, fast learning with a proven ability to work independently under pressure and high efficiency.
Experience in structured trade finance, syndication and project financing will be an added advantage.
Possess in depth understanding and knowledge of retail banking Products
viz (liabilities, acquisitions, cash management, credit cards, sales
products etc)
Proven sales experience in a client relationship role within retail banking
How to Apply:
To submit your application, please follow the link provided below.
Branch Manager - Geita
Job Description
To meet branch Retail and SME Financial Targets through a world-class
Sales and Service Management system and within established product
programs through the branch. To work closely with the Central Operations
Unit to operate and maintain a smooth-running and operationally
efficient branch, that conforms to the financial institutions and BOT
regulations, rules, and guidelines issued from time to time. This will
include servicing corporate customers.
Roles & Responsibilities
Accountable for all aspects of running a successful branch, delivering great business performance.
Leading and motivating a team that provides the best customer experience in your area.
Primary responsibility will be to drive business (CASA and Fee Growth)
product sales and Customer Service with oversight on branch operations,
compliance, and control.
Understand your customer base and identify opportunities to build and grow profitable Relationships.
Deliver against business and sales performance.
Acquire new customers and retain and grow your relationships with existing customers.
Responsible for the operational efficiency of the branch and the productivity of its staff.
Responsible for the operation and maintenance of the integrated
systems, and retention of accurate and up-to-date records of all
transactions including inter-bank transactions.
Prepare periodic and statutory reports for management.
Have a good understanding of branch control procedures with a specific focus on financial security.
Take ownership of resolving complex problems, working with colleagues in other offices /
Read Also:
Branches to provide a seamless experience for your customers.
Provide a superior level of customer relations and promote the service
culture through coaching, guidance, and staff motivation.
Participate in community affairs to increase the bank’s visibility and enhance new and existing Business opportunities.
Perform other duties in the absence of the MCSOP / Ops Manager as directed by Cluster Head
QUALIFICATION AND EXPERIENCE REQUIRED
University degree in Business Administration or Economics and
relevant professional qualifications in banking, finance, or marketing
Minimum of 5 years relevant working experience in a similar position
Good leadership, people management, and banking skills
Knowledge of relevant legislation, sales, and business principles,
Outstanding communication skills
Strong commercial know-how and first-class decision-making abilities.
Be a good relationship builder and a strategic thinker rather than just operational.
Resilient under pressure.