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KCB Group
Banking + 2 more
Description
Requirements
- Bachelor's Degree in a relevant Business Discipline is required.
- Minimum of 2 years' experience in sales.
- Create and Manage client relationships and accounts to minimize attrition.
- Sourcing for new personal banking business opportunities in coordination with the sales team and other units.
- Adherence to KYC and AML policies and procedures.
- Cross sell bank products including assets, liability and electronic banking products
- Initiate personal loans applications and ensure good underwriting practices.
- Prepare and submit relevant reports.
- Managing personal banking portfolios and monitor daily branch budget for all accounts.
- Sales calls and market intelligence gathering
- Monitor overdrawn, inactive, dormant and zero balance accounts and initiate relevant reports.
- Receive and solve or escalate both verbal and written customer complaints as well as update complaints register.
- Any other duties that may be allocated from time to time.
- Risk profiling of potential clients and ensure adherence to KYC and AML policies and procedures.
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