Virtual Relationship Manager at I&M Bank

Job Purpose:

• The incumbent is responsible in establishing and maintaining a professional relationship with all stakeholders (Client, Bank personnel, product providers and Support staff) via virtual channels.

Key Responsibilities:

• Driving client product holding through effective over the telephone sales on existing customer base by achieving monthly sales targets on accounts, loans, cards and insurance as agreed with I&M Bank and to be communicated by line manager.
• Driving positive Net Promoter Score in management of portfolio customers.
• Collecting & submitting required and complete customer documentations for purposes of customer identification and processing.
• Providing all necessary declarations and disclosures to customers being onboarded in line with I&M Bank’s policies and procedures and Central Bank of Kenya Prudential guidelines.

Academic Qualifications & Experience Required:

• A bachelor's degree in a business-related field.
• 3-5 years of experience in similar role.

Knowledge & Skills:

• Negotiation Skills.
• Interpersonal Skills.
• People Management Skills.
• Effective relationship building skills.
• Sales skills.

Competencies:

• Achieving personal work goals and objectives.
• Coping with pressures and setbacks.
• Entrepreneurial and commercial thinking.
• Deciding and initiating action.
• Delivering results and meeting customer expectations.
• Persuading and influencing.
• Relating and networking.