796 Relationship Manager jobs in Kenya

Relationship Manager- SME

Malindi, Coast KES40000 - KES60000 Y Gulf African Bank

Posted today

Job Viewed

Tap Again To Close

Job Description

Job purpose

To achieve business growth in the SME segment. The role holder will have a holistic view of all accounts within his/her portfolio, using lead generation and account prioritization to cross sell Bank products and extract value from said portfolio whilst maintaining/ building customer relationship and account information.

Key Responsibilities:

Acquisition: Business Development

  • To ensure growth of Branch SME portfolio (NFI, deposits and assets) through the acquisition of new to Bank customers through the Business sales officers and lead generation
  • Actively generates referrals to all business partners in the bank to help meet the comprehensive financial needs of entrepreneurs or borrowing entity.
  • To ensure acquisition of customers to digital channels
  • To effectively manage and expand the relationships with existing SME banking clients and bringing in new partnerships from existing portfolio so as to ensure business growth and continuity

Portfolio profitability (Cross-sell & Retention)

  • Grow SME customer portfolio size (Product per customer, Non-funded income, deposits and assets) by deepening existing customer relationships
  • Ensure a clear retention plan for overall portfolio deposits and loans for the segment, to execute this plan in conjunction with the Branch Managers.
  • Monitor account planning for all clients that will assist in advising on potential financial solutions based on identified needs
  • Ensure customers are notified of maturing fixed deposits for appropriate action and encourage retention
  • Assist in Resolving client queries in a timely and appropriate manner
  • Assist in collaborating with product specialists, to deliver effective customer solutions.
  • Ensure Fulfilment of minimum customer relationship touch points – e.g., 1 visit every quarter and 1 call and email a month depending on customer segment
  • Assist in growth of given portfolio through the use of desired channels such as the SME Business Hubs/ digital platforms i.e. B2 B
  • Prepares and submits all reports may prepare management reports summarizing individual and team loan activity
  • Ensure all customers are on-boarded on a digital platform i.e. Gab Pesa, Internet banking
  • Ensure Product Per Customer of 5 across the portfolio
  • Understand nature of businesses, their life-cycles and the various product offerings that can be given to the customer.
  • Evaluate credit proposals and ensure the credit applications process on a timely basis within the Bank's set turnaround times.

Customer Service and customer information

  • Obtaining account opening documentation from new customers
  • Opening of accounts for customers in the system and ensuring minimum required information is captured and customer given a CIF number.
  • Following up with customers in the portfolio for missing information
  • Maintaining/ Updating customer data on parameters such as Business turnover/ directors details etc.
  • Ensure all customer engagements are recorded accordingly

Compliance:

  • Ensure compliance with both internal and external regulatory requirements (KYC, AML and other bank processes.

Continuously follow business operational and credit policies ensuring their compliance.

Qualifications and Experience:

  • Bachelor's degree in any field
  • At lease 2-3 years experience in managing clients
  • Excellent interpersonal skill
  • Excellent communication and presentation skills

Job specific competencies:

  • Deciding and Initiating Action
  • Delivering Results and Meeting Customer Expectations
  • Entrepreneurial and Commercial Thinking
  • Persuading and Influencing
  • Planning and Organizing
  • Presenting and Communicating Information
  • Relating and networking
  • Working with people

Key Relationships:

Internal

  • Central office – Centres of excellence
  • Branches
  • Business Banking Sales Officers (BSOs)
  • Digital team

External

SME Clientele – All clients

This advertiser has chosen not to accept applicants from your region.

Senior Relationship Manager

Nairobi, Nairobi KES104000 - KES130878 Y Standard Chartered

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description
Job Summary
As a Standard Chartered Relationship Manager, you will be responsible for providing complex wealth solutions; managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You will provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.

About Wealth And Retail Banking
We are an international bank serving individuals and businesses in the world's most dynamic markets and help manage and grow their wealth and expand their businesses at home and overseas through our inter-connected global network.

Key Responsibilities
The role holder will be responsible for establishing and maintaining strong client relationships which will translate into revenue and growth for the bank through the acquisition of High-Net-Worth Clients (i.e., clients with bankable net worth of above $0.5m)

The Growth Metrics Measured Include

  • Grow the number of High Net Worth (HNW) Clients
  • Growth in Net New Money (NNM)
  • Growth in Product per Client
  • Revenue growth (Increase in Revenue per Client)
  • Adhere to Bank's Operational Risk and Compliance processes
  • Provide outstanding client experiences.
  • Organised, follow-up leads, complete and record appointments, close customer requests
  • Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
  • Keep abreast of market trends, new product offerings and the latest campaigns.

Regulatory & Business Conduct

  • Display exemplary conduct and live by the group's values and code of conduct.
  • Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Skills and Experience

  • Knowledge and experience in providing complex wealth solutions.
  • Outstanding relationship management skills for affluent and ultra-high clients.
  • Good understanding of wealth products.
  • Market awareness and commercial acumen.
  • Work in a flexible and agile way.
  • Courageous, creative, responsive, and trustworthy.
  • Thrives in an international environment.
  • Maintains a high standard of personal conduct and lives our valued behaviours.

Key stakeholders

  • ExCo Leaders
  • Senior Leadership in Wealth and Retail Banking
  • Corporate & Institutional Banking (CIB) & SME Relationship Managers
  • International Banking Colleagues
  • Product Specialists
  • Client Service Manager, Affluent
  • Client Due Diligence (CDD) team
  • Branch Manager
  • Product Managers

Certifications

  • Chartered Institute for Securities & Investments (CISI) - Level 2
  • Bancassurance Certification

About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together We

  • Do the right thing
    and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
  • Never settle,
    continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
  • Are better together,
    we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer
In line with our Fair Pay Charter,
we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

  • Core bank funding for retirement savings, medical and life insurance,
    with flexible and voluntary benefits available in some locations.
  • Time-off
    including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
  • Flexible working
    options based around home and office locations, with flexible working patterns.
  • Proactive wellbeing support
    through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
  • A continuous learning culture
    to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
  • Being part of an inclusive and values driven organisation,
    one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Profile Description
Standard Chartered Bank

This advertiser has chosen not to accept applicants from your region.

Trade Relationship Manager

Nairobi, Nairobi KES70000 - KES120000 Y 360tf

Posted today

Job Viewed

Tap Again To Close

Job Description

ROLES AND RESPONSIBILITIES

  • Responsible for advancing the sales process, closing new business, and achieving/assisting in sales targets.
  • Actively participate in the planning and execution of the company's marketing activities, providing vital inputs based on interactions with prospects.
  • Support and service existing customers by addressing their queries and resolving issues.

DETAILED DESCRIPTION

  • Work on sales leads received through platform transactions, on-ground sales personnel, and digital marketing sources.
  • Establish connections with potential clients, explain product/service capabilities, and finalise sales presentations.
  • Assist in the creation of Requests for Proposals (RFPs).
  • Discuss commercial terms with potential clients.
  • Address queries raised by prospective clients.
  • Liaise internally for necessary inputs and approvals.
  • Finalise contracts and close deals.
  • Ensure receipt of subscription fees as per agreed terms.
  • Assist Relationship Managers in the execution of their account and territory strategies.
  • Support the company's strategic and ongoing marketing and brand awareness campaigns.
  • Drive prospect participation in internal and external events and webinars.
  • Extend support to clients during the onboarding process.
  • Respond to queries related to subscription plans and offerings.
  • Log and escalate customer complaints appropriately to ensure timely resolution.
  • Make regular calls to existing clients for proactive service and support.
  • Resolve any issues faced by clients regarding subscription fee payments.
  • Address client queries related to transaction processing by coordinating internally and following up with accurate responses.
  • Guide customers on IT-related issues on the 360tf platform or arrange expert support when required.
  • Work closely with Relationship Managers to understand client requirements and deliver the best level of service to each customer segment.
  • Handle queries raised by referral partners related to customer service.
  • Systematically document customer interactions, turnaround times, and complaint resolutions.
  • Produce regular MIS reports on customer complaints, turnaround time analysis, and resolution outcomes.
This advertiser has chosen not to accept applicants from your region.

Corporate Relationship Manager

Nairobi, Nairobi KES900000 - KES1200000 Y 360tf

Posted today

Job Viewed

Tap Again To Close

Job Description

ROLES AND RESPONSIBILITIES

  • As the coverage in-charge for the allocated territory, onboard corporate clients (importers and exporters) who are issuing/receiving letter of credit (LC) to the 360tf platform in the allocated
  • Ensure lead generation from on boarded clients on monthly basis.
  • Support in building other product/revenue
  • Make referrals to the Bank RMs at 360tf by generating leads from corporate
  • Engage with industry bodies, associations, export/import councils for corporate lead generation and strategic tie-ups.
  • Provide monthly updates on the current and upcoming competition awareness and market intelligence (banks and other fintech companies).
  • Be a catalyst in creating and contributing to an overall ethical environment (internal and external parties).

DETAILED DESCRIPTIONClient Relationship Management

  • Understand the client need and pitch for right subscription plan. Review, negotiate and conclude deals and lead pitches for major
  • Achieve the right mix of subscription plans on a m-o-m basis i.e. acquiring the desired number of corporates under each subscription plan – Silver/Gold/Platinum/Unlimited.
  • Work extensively on leads generated through digital marketing and provide feedback to improve the
  • Action all kinds of customer leads promptly – within two days of lead generation, first call/email should be made and all kinds of follow up should be done not later than every 3
  • Continuously identify and onboard referral partners and coordinate with them to achieve sales
  • Register with industry bodies, Chamber of Commerce
  • Ensure account plans are maintained for all key clients.
  • Maintain all clients' files/documents.
  • Ensure client payments are invoiced and received on time.
  • Timely follow-up for pending payments including escalation of delayed receipts.
  • Assist Bank Coverage RMs of 360tf in helping banks to carry out KYC of onboarded corporate clients on
  • Ensure compliance with all local regulatory requirements in transaction processing.

Promotion / Branding

  • Sponsor customer events within allocated
  • Place advertisements in industry magazines or
  • Contribute creatively to enhance brand image via digital
  • Be a brand ambassador in promoting the brand via social
  • Participate actively in trade events (2 to 3 events per quarter).

Day-to-Day Activities

  • Provide inputs for the platform development by getting relevant inputs from clients.
  • Continuously guide and contribute towards development of Value Added Services (VAS)
  • Complete call reports, update pipeline, and any other activities to ensure delivery of KPIs and business
  • Provide input to the preparation of timely and accurate
  • Share information and do a success transfer to other
  • Demonstrate the right behaviour and adhere to Nimai Be the flag bearer of brand 'Nimai'.
  • Actively contribute to the daily brainstorming morning call which is currently being conducted at 8:30 am GST

Customer relationship matrix

  • Very large conglomerates: Division-wise operating Finance/Treasury/Trade teams
  • Large corporates: Treasury/Finance head or CFO
  • Mid-Market: CFO/Treasury head
  • SME: CFO/Promoter

STAKEHOLDER MANAGEMENTKey Internal Relationships:

  • Partners
  • Group and Divisional Executives
  • Various internal committees

Key External Relationships:

  • Clients
  • Local banks
  • Regulatory bodies
  • Referral partners

EDUCATIONAL REQUIREMENTS

  • A Post Graduate from a reputed
  • In-depth knowledge of Trade Finance
  • IT-related knowledge/qualification is an added advantage.

SKILLS / COMPETENCY REQUIREMENTS

  • Proven sales experience of meeting and exceeding targets.
  • Ability to drive the sales process from plan to
  • Well-versed with local and all relevant regulations.
  • Proven ability to articulate the distinct aspects of products and
  • Skill to position products against
  • Excellent listening, negotiation and presentation
  • Excellent verbal and written communications
  • Sound knowledge of the dynamics of the allocated market.

EXPERIENCE

  • Prior sales experience especially in the financial services industry is highly
  • Go-getter freshers with an aptitude for sales,
  • Exposure to trade finance products is mandatory.
This advertiser has chosen not to accept applicants from your region.

Relationship Manager – Business Banking

Nairobi, Nairobi KES900000 - KES1200000 Y HFC Kenya

Posted today

Job Viewed

Tap Again To Close

Job Description

HFC Limited, the banking and property finance subsidiary of HF Group, has an exciting opportunity in our Business Banking Department. We are seeking a talented, dynamic, self-driven, and results-oriented individual who is committed to performance, excellence, and participating in our growth strategy.

Selling Liabilities and Assets in order to grow the Branch Business

Deadline:

Category: Retail

Subsidiary: HFC

Principle Accountabilities

  • Ensure growth of the branch asset & liability books and profitability by working with and directing the branch sales team on activations, portfolio management, strategy adoption, customer visits and sales activities in general
  • Monitor non-performing loans and manage the same.
  • Setting up the branch business development strategy in line with company strategy and preparation of relevant reports to monitor and review performance
  • Ensure optimum team productivity and identify training needs of the team.
  • Cross-selling of HFC Banks products by establishing new relationships in order to grow both assets and liabilities book.
  • Maintaining customer relations by regular contact to ensure customer satisfaction and business continuity
  • To review accounting opening forms and loan applications by scrutinizing the documents to ensure they are KYC Compliant.
  • To check data entry by verifying the data captured against source documents to ensure accuracy in data capture.
  • To analyze loan applications by interviewing the customers.
  • To identify customers' borrowing needs by interviewing so as to ensure selling of the right products.

Key Competencies and Skills

Technical And General Competencies
Technical competencies:
selling skills, analytical skills, negotiation skills, supervisory skills, IT Skills, report writing, communication skills and Product knowledge

General competencies:
Team Work, Listening skills

Minimum Qualifications, Knowledge And Experience
EXPECTED MINIMUM QUALIFICATION
Education:
A Business related degree

Experience:
3 years in Banking Industry

This advertiser has chosen not to accept applicants from your region.

Financial Institutions Relationship Manager

Nairobi, Nairobi KES1200000 - KES2400000 Y Co-operative Bank of Kenya

Posted today

Job Viewed

Tap Again To Close

Job Description

At the Co-operative Bank of Kenya, we are more than just a financial institution — we are a trusted partner, empowering businesses and communities to grow and thrive. As part of our continued expansion, we are seeking a highly motivated and results-driven
Financial Institutions Relationship Manager
to join our Correspondent Banking team.

This is a rare opportunity to be part of one of Kenya's leading banks, where you will play a pivotal role in managing and growing key financial institution relationships, driving revenue growth, and delivering world-class service. In this role, you will also champion compliance and risk management, ensuring sustainable growth and excellence in service delivery, while reporting directly to the Head of Financial Institutions (FI).

This role offers a platform to engage with leading financial institutions, shape strategic partnerships, and drive portfolio growth in a fast-evolving banking landscape. You will work closely with senior decision-makers, collaborate across teams, and directly influence the bank's correspondent banking strategy.

The role

The successful jobholder will be expected to:

  • Originate new business opportunities with Financial Institutions (interbank lending, treasury, trade finance, custody services, correspondent banking).
  • Cross-sell the full suite of banking products to deepen wallet share from existing relationships.
  • Structure competitive yet profitable solutions, negotiating rates, fees, and terms.
  • Consistently achieve and exceed financial targets for revenue, net interest income, and fees.
  • Develop and execute strategic account plans for key FI clients.
  • Engage senior client stakeholders (CFOs, Treasurers, CEOs) to align solutions with client strategies.
  • Act as the primary source of market intelligence, monitoring performance, industry trends, and competitor activity.
  • Track and optimize client profitability (RAROC).
  • Prepare and submit comprehensive credit proposals for client exposures.
  • Ensure strict compliance with KYC/AML policies and CBK regulations.
  • Proactively monitor the financial health and creditworthiness of all FI clients.
  • Guarantee that all legal documentation (ISDA, CSA, GMSLA, Credit Agreements) is accurately executed and maintained.
  • Coordinate transaction execution seamlessly with Treasury, Trade Finance, Legal, and Operations.
  • Resolve client issues promptly and effectively as the primary escalation point.
  • Conduct regular service reviews to ensure SLAs and client expectations are consistently met.
  • Maintain an accurate CRM pipeline and provide regular performance reports to senior management.
  • Share market insights and contribute to portfolio growth strategies.
  • Foster teamwork across internal business and support units for a seamless client experience.

Qualifications, Skills & Attributes

The successful jobholder will be required to possess the following qualifications:

  • A degree in Business, Economics, Banking/Finance, or related field. A Master's degree or professional certifications (e.g., ACI, CFA, CPA(K)) is a strong advantage.
  • Formal training in lending and relationship management.
  • 5–7 years' proven experience in relationship management within a commercial bank, FI, or treasury environment.
  • Demonstrable record of achieving and surpassing revenue and business growth targets.
  • Strong knowledge of financial products: treasury, trade finance, cash management, and credit.
  • Skilled in credit analysis, structuring deals, and senior-level negotiations.
  • Deep understanding of the Kenyan financial market and CBK regulatory framework.
This advertiser has chosen not to accept applicants from your region.

Senior Relationship Manager, Water

Nairobi, Nairobi KES1200000 - KES3600000 Y HFC Kenya

Posted today

Job Viewed

Tap Again To Close

Job Description

HFC Limited, the banking and property finance subsidiary of HF Group, has an exciting opportunity in our Business Banking Department. We are seeking a talented, dynamic, self-driven, and results-oriented individual who is committed to performance, excellence, and participating in our growth strategy.

  • The role holder will be the principal contact between a designated portfolio of a Sector in order to drive business growth, manage sector profitability growth and maximize revenue. He/she will be responsible for the management of Client relationships to deliver products and services.
  • He/she is responsible for onboarding sector specific strategic partnerships and ecosystems to support business growth.
  • He/she is responsible for growth of the business banking portfolio through a sector approach
  • He/she is responsible for understanding the needs of his/her clients and developing tailored solutions to meet these needs using the Bank's suite of products and services targeted to the segment.
  • The relationship manager is responsible for managing his/her clients across the financing cycle, ensuring compliance with the Bank's internal policies, regulatory guidelines

Deadline:

Category: Retail

Subsidiary: HFC

Principle Accountabilities

  • Strategy
  • Responsible for developing a detailed strategy that would enable him/her grow and maintain a customer portfolio that will ensure the delivery of the business targets in accordance with the Department's annual performance plans.
  • Support the drive of growth and opportunities in the assigned sectors.
  • Responsible for managing a portfolio of business banking customers, with accountability for sales, service, risk and operational delivery and acquisition of new to bank customers.
  • Business Development
  • Responsible for effectively executing all the agreed business development and growth strategies in accordance with the long, medium- and short-term plans of the Bank and as set by the Head of Business Banking. This will be done through active portfolio management and development by maintaining & growing existing income sources and meeting set targets for new business.
  • Credit
  • Responsible for building a high-quality client portfolio by effectively managing clients across the entire financing cycle.
  • Customers / Stakeholders
  • Deliver a high-quality service by owning customer engagement, striving for excellence in all interactions with (prospective) customers or other professionals, and always acting according to the highest professional standards.
  • Ensure that client plans are coordinated and the respective support teams are in place with Critical Account objectives accepted, where applicable.
  • Take a proactive approach to client planning across the portfolio, collaborating with product partners and senior management, as appropriate.
  • Establish an effective working relationship with the Risk Management teams, in order to validate the accuracy of the customer risk profile.
  • Ensure early identification of problem relationships and act where there are potential and existing problem accounts to protect HFC interests.
  • Portfolio management and Collection
  • Conduct review of the sector performance, addressing key mitigants and growth opportunities in the sectors.
  • Conduct consistent monitoring of deals to prevent defaults on client's payment, alterations in the client's business, and to be aware of forthcoming client's financial needs.
  • To continuously be reassessing risks associated with the sector the client is in and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings
  • Contact the client immediately (meeting him/her in person if required) in the event of non-payment of a facility installment, and, if not resolved, take subsequent actions to recover credit in arrears according to Bank procedures.
  • Monitor facility accounts in arrears and work with the relevant Bank staff to reduce the portfolio at risk, and work with the Collections Unit to develop and implement recovery processes.
  • Operations/Compliance
  • Responsible for ensuring that his/her assigned portfolio is in compliance with Bank policies.

Key Competencies and Skills

Technical Competencies

  • Selling skills
  • Analytical skills
  • Negotiation skills
  • Supervisory skills
  • IT Skills
  • Report writing
  • Communication skills
  • Product knowledge

General Competencies

  • Team Work
  • Listening skills
  • Decision-making skills
  • Accountability
  • Relating & networking skills
  • Business acumen
  • Delivering results and meeting customer expectations
  • Verbal & written communication.

Minimum Qualifications, Knowledge And Experience
Education

  • Business-related degree from an accredited university, preferably with a major in Finance, Marketing and/or Economics;

Experience

  • At least five (5) years' experience in banking, with proven experience of at least two (2) years in a similar position or at least 3 years banking experience and sales/marketing background, where he/she managed a portfolio of Business or Commercial/Corporate Banking clients.
  • Experience managing borrowing customers and analyzing financing proposals, especially for Business clients.
This advertiser has chosen not to accept applicants from your region.
Be The First To Know

About the latest Relationship manager Jobs in Kenya !

Senior Banking Relationship Manager

60100 Embu, Eastern KES200000 Annually WhatJobs

Posted today

Job Viewed

Tap Again To Close

Job Description

full-time
Our client, a leading financial institution, is seeking a highly motivated and experienced Senior Banking Relationship Manager to join their remote team. This position is crucial for cultivating and managing profitable relationships with a portfolio of high-value clients. You will be responsible for understanding client needs, providing tailored financial solutions, and driving business growth through exceptional service and expert advice. The ideal candidate possesses a strong background in banking and finance, with proven experience in client relationship management, sales, and financial advisory services. Excellent communication, negotiation, and interpersonal skills are essential, especially in a remote setting. You will conduct in-depth financial analysis, identify cross-selling opportunities, and ensure client satisfaction and retention. Proficiency in banking software and CRM systems is required. This is a remote-first role, offering the flexibility to work from home while maintaining strong connections with clients and the bank's central operations near Embu, Embu, KE . You will play a key role in achieving the bank's growth targets by expanding existing relationships and acquiring new clients. We are looking for a results-oriented professional who can proactively manage a client portfolio and deliver outstanding value. Your understanding of financial products and market trends will be vital. We are committed to building a strong remote team of financial experts who can serve clients effectively from anywhere. The successful candidate will demonstrate integrity, a strong work ethic, and a passion for building long-term client partnerships. You will be responsible for analyzing financial statements, assessing creditworthiness, and structuring appropriate financial packages. This role demands a strategic approach to client management and a commitment to excellence.

Key Responsibilities:
  • Manage and grow a portfolio of high-value banking clients.
  • Develop and maintain strong, long-term relationships with clients.
  • Identify client needs and provide appropriate banking and financial solutions.
  • Drive sales of banking products and services, including loans, investments, and treasury management.
  • Conduct financial analysis and credit assessments for loan applications.
  • Ensure client satisfaction and retention through proactive engagement and excellent service.
  • Acquire new clients through networking and business development efforts.
  • Stay updated on market trends, economic conditions, and competitive offerings.
  • Collaborate with internal teams to ensure seamless service delivery.
  • Adhere to all regulatory requirements and internal policies.

Qualifications:
  • Bachelor's degree in Finance, Banking, Business Administration, or a related field.
  • Professional certification in banking or finance (e.g., ACIB, CFA) is a plus.
  • Minimum of 7 years of experience in banking, with a focus on relationship management and client acquisition.
  • Proven track record of meeting and exceeding sales and relationship management targets.
  • In-depth knowledge of banking products, services, and financial markets.
  • Strong financial analysis and credit assessment skills.
  • Excellent communication, negotiation, and interpersonal skills.
  • Proficiency in banking software and CRM systems.
  • Ability to work independently and manage time effectively in a remote environment.
This advertiser has chosen not to accept applicants from your region.

Assistant Relationship Manager – Institutional Banking

Nairobi, Nairobi KES1200000 - KES2400000 Y Gulf African Bank

Posted today

Job Viewed

Tap Again To Close

Job Description

Job purpose

  • Job holder will be responsible for the organic growth of Institutional Banking business through relationship deepening and ecosystem extraction in the assigned portfolio of customers.
  • Manage day-to-day administrative and operational matters relating to Institutional Banking Customers.
  • Deliver on the agreed NFI revenues through enhancement of transactional volumes

Key Responsibilities:

Business Development

  • Drive growth of NFI through cross selling of the bank's products to existing and potential customers.
  • Develop a rich database of established clients and a clear plan for growth in number of accounts and deposits
  • Service Excellence-Manage Attrition of clients leaving the Bank by ensuring customer service satisfaction and retention as well as promptly responding to customer queries.
  • Relationship Management; Being the link between the existing Institutional clients and the Bank on matters relating to the administration of the portfolio.
  • Provide excellent, timely and professional service to the Bank's clients in addition to providing prompt feedback from them to the Bank for immediate action where possible and at the same time avoid any case of misseling/ misrepresentation.
  • Participating in Market awareness programs for the Bank, this includes market activations, sales promotions, product launches, et al.
  • Ensure compliance matters in respect to Institutional Banking is addressed effectively and expeditiously

Compliance:

  • Ensure full compliance on the KYC policies and procedures as well as the rules and guidelines set by the regulator.
  • Ensure compliance with the Bank's code of Ethics.
  • Ensure compliance with internal regulatory requirements particularly with regards to asset facilities processing.

Other

Safeguard and promote the bank's image both internally and externally.

Qualifications and Experience

  • University Degree from a recognized institution with a bias in business studies/ Marketing.
  • Must have at least five (5) years' banking experience and at least 1-year relationship management or customer experience.
  • Cross-cutting experience in customer service, business and operations will be an added advantage.
  • Must possess sound knowledge of Bank products
  • Must Have good interpersonal skills and portray teamwork capacity
  • Must be self-driven and very aggressive
  • Must be confident, eloquent and presentable.
  • Must have excellent presentation and negotiation skills.

Functional Competencies Required for this Role

  • Must possess excellent selling skills with a proven track record.
  • Emotional Intelligence; Dynamic, individual with the ability to work under pressure
  • Strong networking skills, for both internal and external networks
  • Relationship Management skills with excellent interpersonal, communication and presentation skills.
  • A passion for performance and achievement in a competitive and dynamic environment
  • Hardworking, strategically minded individual with excellent leadership, organizational, and planning skills
  • Commercial awareness and customer focus.
  • Pleasant, honest outgoing, well-groomed and self-driven

Key Relationships
-Branches, Operations, Risk & Compliance

  • Direct Reports to this position-
    None
This advertiser has chosen not to accept applicants from your region.

Lead Relationship Manager - Corporate Banking

74105 Mangu KES220000 Annually WhatJobs

Posted 2 days ago

Job Viewed

Tap Again To Close

Job Description

full-time
Our client, a prominent financial institution, is seeking an experienced Lead Relationship Manager to oversee their corporate banking division. This role will involve managing a portfolio of high-value corporate clients, nurturing strong relationships, and identifying opportunities for growth within the financial services sector. The successful candidate will possess a deep understanding of banking products, credit analysis, and risk management principles. You will be responsible for providing strategic financial advice, facilitating complex transactions, and ensuring client satisfaction. This position requires exceptional interpersonal, negotiation, and communication skills, coupled with a proven ability to drive business development and achieve ambitious targets. You will collaborate with internal teams to deliver tailored solutions and maintain the highest standards of service. While this role offers a hybrid work arrangement, there will be an expectation for client-facing interactions and team collaboration within the **Machakos, Machakos, KE** region. Responsibilities include: managing and expanding a portfolio of corporate banking clients; developing and implementing strategies to deepen client relationships and increase wallet share; assessing client financial needs and providing tailored banking solutions; conducting thorough credit analysis and risk assessments for new and existing clients; negotiating terms and conditions for financial products and services; acting as the primary point of contact for clients, ensuring prompt and effective resolution of inquiries; staying abreast of market trends, regulatory changes, and competitive landscape; collaborating with product specialists to deliver integrated financial services; identifying and pursuing new business opportunities within the corporate sector; ensuring compliance with all banking regulations and internal policies. This is a demanding yet rewarding opportunity for a seasoned banking professional to lead and grow a critical client base.
This advertiser has chosen not to accept applicants from your region.
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Relationship Manager Jobs