Summary
Date Posted: Thursday, September 12 2024, Base Salary: Not Disclosed

JOB DETAILS:
Job Purpose:
Responsible for client Relationship Management within the assigned branch through sustaining customer satisfaction, retain existing customers and generate additional business; acquire customers through various sales activities.

Responsible for growing high net worth clients’ Assets and Liabilities from Public Sector, Government, Institutional, Corporate and SMEs.

Main Responsibilities:
• Responsible for Portfolio growth (Assets, Liabilities, Investment products and Insurance) through customer visits, sales, and retention.
• Manage Portfolio movement reports both self and the team that he/she leads and take action on any abnormalities observed.
• 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
• Ensure quality of service in the portfolio and management of customer expectations through effective queries, complaint, and correspondence handling in a timely manner as per service operating standards.
• Guide and coach other bank employees (Relationship Officers and Bank Officers) on how to handle Private Banking clients.
• Ensure an effective call program is maintained on all allocated relationships and prospects. The calls should be recorded and filed.
• Keep abreast of the rapid pace of product/service development, suggest possible best solutions for improving offerings to Private banking clients.
• Organize/propose quarterly events for customers within the region for more effective engagement and relationship enhancement in order to improve the NMB brand image in the market.
• Conduct initial screening interviews 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.

Knowledge and Skills:
• Thorough knowledge of bank products, operations, regulations, and specific markets for Private Banking clients
• Thorough knowledge of Private Banking clients needs and ability to come up with proper solutions.
• Sound financial knowledge, thorough information of NMB various offerings.
• Excellent Client Management skills
• Excellent communication, networking, and interpersonal skills
• Understanding and interest in financial/banking products and markets
• Ability to analyze and research information.
• Ability to explain and handle complex information clearly and simply.
• Good sales and negotiation skills
• Presentation Skills
• Leadership and Coaching skills
• Credit Skills

Qualifications and Experience:
• Bachelor’s degree in business related studies.
• Minimum of 5 years’ experience in banking operations and/or Relationship Management of High-net worth clients.
• Experience in credit assessment

Work Hours: 8

Experience in Months: 60

Level of Education: Bachelor Degree

Job application procedure
Interested and Qualified? Click here to apply

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