Relationship Manager Premium Banking at Family Bank Ltd

Key Responsibilities:

• Acquire, grow and retain base of High Net Worth clients.
• Ensuring revenue growth through customer acquisition, new need identification, product cross-sell and re-engineering increased product usage for existing clients
• Planning for activations within the banks market or geographic area to ensure a robust pipeline of HNIs that will drive growth of new accounts and deposits.
• Conduct market research and analysis on affluent customers to create detailed business plans on products developments, commercial opportunities, new strategic partnerships etc.
• Provide HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank, and build client loyalty.
• Identify financial and non-financial requirements of HNW clients by conducting financial needs analysis
• Ensure clients are aware of all the Privileges & Solutions offered under Platinum Banking
• Focused growth in transactional banking solutions for the business banking portfolio
• Documenting Account opening and executing all KYC documents to facilitate account opening and all Bank’s products and services;
• Obtaining related financial documents to be able to put forward any new borrowing requests from the client
• Preparing Call reports with recommendations and submitting for consideration by approvers;
• Mobilizing High Cost and Low Cost Deposits and growing the Bank’s Deposit Base in line with targets
• Providing feedback to the client on the outcome of their request and providing other solutions which could be beneficial to them in the long run;
• Making follow ups with Credit department on the offer letter and other Banks contractual documents for the client to execute for facilities approved and following up internally and externally for processing of securities and marking limits;
• Making regular customer meetings and visits to build and grow the relationship;
• Filling customer instructions/important loan related documents in the client’s respective dockets for safe custody as the information is private and confidential;
• Ensure Compliance with data protection laws, policies and procedures of the bank.
• Any other official duty that may be allocated by management from time to time.

Qualifications:

• A Bachelor’s degree in Business related field.
• Professional banking qualifications will be added advantage.
• Have a minimum of 6 years’ experience in General banking, and 2 of which should be at relationship level in an affluent service sector or premium banking.

Key Competencies and Attributes:

• Displays a business-oriented mind-set that drives the banks agenda.
• Applies knowledge of industry, market and business trends to identify opportunities, prioritize activities and deliver business results.
• Goal focused and able to spot business opportunities.
• Builds networks and maintains strong relationships.
• Has passion and drive to achieve results under difficult circumstances
• Pleasant and able to relate well in diverse social set ups and teams
• Upholds high standard of Professionalism, integrity and respect for others
• Drives high performance in teams.
• Ability to develop productive working relationships and achieve results with deadlines.