Relationship Manager, Insurance & Intermediaries

• 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.
  

• 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