HF Group Relationship Manager - SME Banking Jobs in Kenya

HF Group Relationship Manager - SME Banking Jobs in Kenya


Overall Job Purpose

  • To achieve business growth in the SME & Commercial banking 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.

    Principle Accountabilities

    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 i.e. Internet Banking, WHIZZ and other platforms.

  • 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

  • Assist in Resolving client queries in a timely and appropriate manner

  • Assist in collaborating with product specialists, to deliver effective customer solutions.

  • Ensure Fulfillment of minimum customer relationship touch points – e.g., 1 visit every quarter and 1 call and email a month depending on customer segment

  • 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. WHIZZ, Internet banking

  • Ensure Product Per Customer of 5 across the portfolio

  • To understand nature of businesses, their life-cycles and the various product offerings that can be given to the customer.

  • To evaluate credit proposals and ensure the credit applications process on a timely basis within the Bank’s set turnaround times.

    Customer and Market

  • Maintaining/ Updating customer data on parameters such as Business turnover/ directors details etc.

  • Ensure all customer engagements are recorded accordingly

    Compliance

  • To ensure compliance with both internal and external regulatory requirements.

  • To continuously follow business operational and credit policies ensuring their compliance.

    Minimum Qualifications, Knowledge and Experience

  • A Bachelor’s degree in any business related field from a reputable institution.

  • 4-year experience in client relationship management in the banking industry.

    Key Competencies and Skills

  • Ability to work independently under strict deadlines.

  • Good interpersonal and communication skills.

  • Analytical and basic accounting skills

  • Demonstrated good planning and organisation skills.

  • Strong client relationship management skills.

  • Selling, persuasion and negotiation skills

  • Report writing and presentation skills.

  • Team player and must have integrity.

    How to Apply

  • For more information and job application details, see; HF Group Relationship Manager - SME Banking Jobs in Kenya


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