Premier Relationship Managers at Absa Bank Limited

Job Summary

1. Responsible for recruiting and maintaining a portfolio of premier clients, by selling a high quality, relationship oriented, financial planning service, supported by a dedicated Account Executive. Clients are recruited from the existing Bank customer base and externally with the aim of developing significant sales, and high levels of client satisfaction through a mutually beneficial relationship.
2. The client relationship is managed on a highly proactive and ongoing basis over an extended period. Whilst part of a team, the jobholder operates on a mobile basis, meeting clients at times and locations convenient to the client

Job Description

Main Accountabilities

Sales And Service

• Proactively target and recruit clients,
• Satisfy clients ongoing financial planning needs identified by self or Account Executive through the sale of appropriate products and services
• Optimise portfolio potential in conjunction with Account Executive, planning/undertaking effective marketing campaigns
• Establish and develop sales opportunities to meet the clients needs, introducing and working in conjunction with  segment specialists
• Manage the client portfolio, making proactive contact on a regular basis and meeting clients at their convenience
• Generate leads and sales by building effective working relationships with branches within catchment areas, Corporate Sector etc.
• Generate referred business by encouraging existing clients to make recommendations

Business Management

• Ensure that targeted level of business results (i.e. income, costs, client satisfaction and client recruitment) for jobholder’s own portfolio are maintained
• Review portfolio on a regular basis recommending clients
• Adhere to standards, legal and regulatory, in accordance with the Absa Premier guidelines and Head Office instructions

Staff  Management       

• Implement and maintain a coaching and training programme for Account Executive(s) including a regular review of selling and service performance Manage and motivate staff recognizing outstanding performance
• Lead and direct staff to achieve business objectives

Risk and Controls

• Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Absa Policies and Policy Standards. Understand and manage risks and risk events (incidents) relevant to the role.

Technical Skills and Competencies

• People Management
• Communication and Presentation
• Business awareness Business management
• Performance management
• Resource management
• Relationship management
• Team building
• P C skills
• Planning

Knowledge, Expertise and Experience

• In-depth knowledge of the full range of Absa Bank Kenya Plc retail product set and service and an overview of corporate and small business services
• In-depth understanding of technical support systems eg BRAINS, WinFos.
• Detailed understanding of the retail network business processes and operating procedures. 
• Thorough knowledge of operating instructions and audit requirements.
• Good understanding of Absa Bank Kenya Plc risk policy
• Awareness of Absa Bank Kenya Plc retail strategy, operating structures and interfaces
• Knowledge of Absa Bank Kenya Plc people policy and procedures
• Understanding of the local competitor market.
• Team leader experience

Experience:

• Circa 2 years team leader experience
• Record of achievement in a sales and service environment
• Experience of handling customer complaints
• Previous experience of handling operational risk issues
• Previous roles could include
• Personal banker team leader
• Prestige team leader

Education

Higher Diplomas: Business, Commerce and Management Studies (Required)