Relationship Manager, Institutional Banking

JOB REQUIREMENTSEDUCATION REQUIREMENTS

• Minimum educational level – B.sc in any relevant area of discipline
  
• Higher degrees/ Masters/Professional certifications would be an advantage
  

EXPERIENCE

• Minimum requisite experience – 5 years’ relevant experience
  
• Have banking operations, trade finance and correspondent bank experience
  
• Demonstrated experience in managing NGO and SACCO clients.
  

• Conduct political, economic, social, and technological analysis to identify emerging opportunities and risks within the NGO and SACCO segments.
  
• Develop business prospects across target markets, focusing on NGOs, SACCOs, and institutional clients.
  
• Develop and refine marketable products tailored to NGOs and SACCOs to enhance competitiveness and market positioning.
  
• Initiate business proposals and proactively pitch solutions to prospective and existing NGO and SACCO clients.
  
• Identify, prioritize, and manage banking relationships with targeted NGOs and SACCOs to drive growth and expansion.
  
• Appraise funding requests, credit lines, and FX requirements from NGOs and SACCOs, recommending appropriate solutions.
  
• Assess risk assets related to NGO and SACCO partnerships and recommend mitigation strategies.
  
• Identify opportunities for additional revenue generation by establishing and nurturing strategic partnerships.
  
• Expand the customer base by marketing tailored banking products and services to NGOs and SACCOs.
  
• Review the financial performance of NGO and SACCO clients and recommend credit facilities to support their operations.
  
• Liaise with clients' financial managers to ensure smooth banking operations and provide advisory services.
  
• Conduct regular client visits and document engagement activities through call memos.
  
• Ensure customer satisfaction through prompt resolution of issues and continuous engagement to foster repeat business.
  
• Provide insights on new market opportunities and contacts relevant to NGOs and SACCOs.
  
• Manage client relationships, develop account plans, and deliver customized financial solutions