Senior-level Banking, microfinance, insurance Jobs in Uganda

2

jobs

NCBA

Relationship Manager, Insurance & Intermediaries

Kampala, Uganda

NIC Holding Ltd Uganda

Manager Reinsurance

Kampala, Uganda

Housing Finance Bank (Uganda)

CLOSED

Manager – IT Risk (Re - Advertised)

Kampala, Uganda

Housing Finance Bank (Uganda)

CLOSED

Manager IT Infrastructure (1)

Kampala, Uganda

Letshego

CLOSED

Head Of Technology - Re Advertised

Kampala, Uganda

NCBA

CLOSED

Senior Manager, Global Market Sales

Kampala, Uganda

Exim Bank

CLOSED

Head Of Risk

Kampala, Uganda

Equity Bank Uganda

CLOSED

Senior Manager, Custodial Services

Kampala, Uganda

Equity Bank Uganda

CLOSED

Segment Head, SME

Kampala, Uganda

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Equity Bank Uganda

CLOSED

Manager, Trading

Kampala, Uganda

Relationship Manager, Insurance & Intermediaries

Closing: Apr 28, 2024

2 days remaining

Published: Apr 19, 2024 (7 days ago)

Job Requirements

Education:

Work experience:

Language skills:

Job Summary

Contract Type:

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To manage a portfolio of clients within assigned market segment by contributing to business growth for the Bank through referrals or selling of Institutional Banking products and cross selling other Bank products and services so as to enhance value-add relationship with existing customers. This incorporates strong personal drive in prospecting and acquiring new customers, pursuing incremental business within the existing customer base, managing customer expectations to sustain the business relationship and providing business advice that will benefit the client.


Requirements

  • Bachelor’s degree from a recognized accredited university.

  • Relevant professional qualification in banking, finance or marketing

  • Proficiency in use of MS Office applications

  • 7 years’ experience in Banking or related financial institution with at least 4 years in a sales or sales support role.

Responsibilities
To manage a portfolio of clients within assigned market segment by contributing to business growth for the Bank through referrals or selling of Institutional Banking products and cross selling other Bank products and services so as to enhance value-add relationship with existing customers. This incorporates strong personal drive in prospecting and acquiring new customers, pursuing incremental business within the existing customer base, managing customer expectations to sustain the business relationship and providing business advice that will benefit the client.


Requirements

  • Bachelor’s degree from a recognized accredited university.

  • Relevant professional qualification in banking, finance or marketing

  • Proficiency in use of MS Office applications

  • 7 years’ experience in Banking or related financial institution with at least 4 years in a sales or sales support role.

• Maintaining and building account profitability with assigned clients

• Assist customers in analyzing problems and propose solutions

• Develop cost effective, long term Asset and liability business with assigned market segment to ensure Bank’s maximum profitability

• Maintaining adequate relationship contact with assigned customer segment to ensure their expectations are managed and that they have appropriate understanding of NCBA.

• Manage administrative tasks, including credit analysis, and loan processing.

• Negotiate terms and conditions for credit facilities and make both credit and pricing recommendations for credits through the appropriate credit approval process.

• Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that NCBA stays ahead of competitors in rendering customer service

• In liaison with the Retail managers who handle transactions for Institutional Banking customers on day to day basis always ensuring the bank is not unduly exposed

• Continually Identify and exploit cross selling opportunities that embed the bank and its products with the customers’ needs.

• Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers.

• Ensure an effective call program is maintained on all assigned customers and prospects

• Champion development of innovative products.

• Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the Bank.

• Periodic (as specifically defined) performance reporting on marketing activities

• Reviewing credit appraisals for facility requests and other requests

• Review daily excesses/balances reports per customer

• Review daily large transactions reports and report suspicious transactions in line with KYC /AML guidelines

• Make decisions on paying and un paying of customer cheques/instructions

• Ensure timely resolution of customer queries

• Executing marketing and sales initiative in the assigned portfolio

• Provide and analyze market intelligence and develop appropriate proposals actions to competitive positions of product and services

• Manage and monitor the Performance of the portfolio against targets


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