Job Role
Available Job Descriptions and Summary
Job Role – Relationship Manager
Grade – ABO - DM
Job Summary
To facilitate the sustainable growth of the bank’s corporate banking business by promoting and marketing wealth management products and services with a focus on high/affluent individuals and managing all aspects of customer relationships to achieve long-term customer loyalty.
Core job responsibilities and tasks
· Assists in the articulation and implementation of approved corporate banking strategies and business growth plans for the target market segments and customers to ensure the profitable achievement of set performance goals
· Scans the environment and gathers business intelligence that can facilitate the identification of business opportunities, business development and growth imperatives within the corporate banking market segments
· Continuously engages the market to acquire new corporate banking customers by building and nurturing business relationships based on trust, empathy, credibility, and ethical conduct
· Makes daily calls to existing and prospective customers to mobilize deposits and other revenue-generating transactions as well as market other available banking products/services offered by the bank
· Undertakes customer acceptance checks before on-boarding corporate clients in accordance with the bank’s established policies and procedures
· Advises existing customers on their corporate objectives and financial needs by analysing business opportunities, recommending suitable in-house 'bespoke' financial solutions, and executing banking and financial transactions based on the customers' instructions
· Provides ongoing support and bespoke services to corporate account holders, including identification of potential opportunities for extending basic banking services
· Monitors and provides support in account opening/account reactivation as well as the review of account opening documents
· Monitors and follows up on value chain customers for onboarding by reviewing and analysing transactions reports and extracting the value chain prospects
· Liaises with the banking services team to ensure proper and timely on-boarding existing customers on the mobile and CIB platform
· Conducts periodic sales meetings with the RM team members to review various daily reports and deliberate follow-up plans on existing transactions for the various team members
· Gathers and collates data from various team members to prepare weekly performance and marketing reports
· Ensures all personal and sensitive customer data is handled securely and in full compliance with applicable data protection regulations (e.g., NDPR) to safeguard customer trust. Work closely with Compliance, Legal, and Information Security teams to stay current on evolving privacy standards.
· Coordinates the gathering and collation of information from various customer service business units for the preparation of the Group’s monthly, quarterly, half-yearly and annual performance review reports for executive management and the Board
CORE COMPETENCIES
Analysis & critical thinking
Communication
Commercial Acumen
Conflict Resolution
Decision Making
Relationship building and management
Understanding of risks & regulatory requirements
Leadership
Strategic Thinking
Knowledge of banking products
ROLE PERFORMANCE SPECIFICATIONS
Minimum Requirements (Qualifications and Experience)
· Minimum of bachelor’s degree in business, marketing, management, or related field
· A master’s degree is an added advantage.
· Minimum of 5 years of sales experience in the financial sector
Next steps
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