Equity Bank Relationship Manager - HNI Business Jobs in Kenya

Equity Bank Relationship Manager - HNI Business Jobs in Kenya

Job Scope:

The role is responsible for deepening relationships with HNI (High Net-Worth Individuals) clients to optimize retention, business development, revenue and profitability.

Job Purpose:

Responsible for acquisition of new HNI business & management of allocated portfolio to drive balance sheet and income growth.

To onboard existing & NTB HNI clients. Build strong business relationships with aim of driving sales, service excellence and high level of client satisfaction that is mutually benefiting.

Work with EIB, ELAK and treasury to provide wealth management and preservation solutions to clients.

Key Performance Areas:

Relationship Management and Financial Performance

To be the first point of contact for clients for the allocated portfolio

Proactively onboard and engage existing clients on the Group’s offering, educate on new changes in the bank/industry and share advisory communication.

Deliver deposit, loans, investment, insurance and revenue targets.

Leverage the ecosystem opportunities across all business segments to target quality business and grow value.

Customer Excellence

Digitize and cross sell to increase product holding to a minimum of 4 (Save, Invest, Borrow & Insure)

100% CRM utilization on service, sales pipeline and client contact program.

Ensure correct carding of clients in the portfolio with minimum utilization of 75%.

Achieve best bank in HNI Banking in the country measured by wallet size growth, customer

satisfaction score and NPS rating.

Migrate transactions to digital channels – minimum of 60%.

People

Team spirit and stakeholders’ management

Efficient management of resources to deliver timely services to clients professionally.

Training and personal development

Internal Processes, Risk and Compliance

Ensure compliance with KYC, AML, legal, regulatory and any other governance requirements in acquisition and management of clients.

Comply with all the Group’s and Subsidiary policies and procedures.

Satisfactory portfolio audit

Qualifications

Bachelor’s degree. Master’s degree will be as an added advantage.

Qualifications - Experience, Skills and Knowledge

At least 5 years Consumer Banking Business covering liabilities & assets sales and service/relationship management

Strong interpersonal, organization and communication skills

Experience in selling investment & insurance products and HNI clients management will be an added advantage

Strong business acumen.

How to Apply

For more information and job application details, see; Equity Bank Relationship Manager - HNI Business Jobs in Kenya

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