Umba Deposit Mobilization Relationship Officer Jobs in Kenya
Umba Deposit Mobilization Relationship Officer Jobs in Kenya;To mobilize deposits in line with the bank’s liabilities growth strategy by acquiring and maintaining customer relationships, targeting retail and institutional clients, and ensuring high levels of client satisfaction, loyalty, and retention.
Responsibilities
Deposit Mobilization
Proactively identify and acquire new deposit clients to achieve monthly deposit targets.
Promote long‑term deposit products to ensure funding stability.
Cross‑sell relevant bank products to existing and potential deposit clients.
Client Relationship Management
Build and manage a portfolio of deposit clients, ensuring engagement, satisfaction, and retention.
Monitor client accounts to ensure activity and escalate dormant or at‑risk relationships.
Respond promptly to client inquiries and complaints, ensuring resolution.
Portfolio Reporting and Performance Tracking
Maintain updated records of leads, prospects, and clients using CRM tools or internal systems.
Provide timely and accurate reports on pipeline performance, client feedback, and deposit trends.
Track achievement of personal and team targets, initiating corrective actions where needed.
Market Intelligence
Gather and report client feedback and market trends affecting deposit mobilization.
Monitor competitor activities and provide insights for strategic response.
Compliance and Operational Excellence
Ensure adherence to regulatory and internal compliance requirements (KYC, AML, documentation).
Liaise with internal teams to ensure proper account setup and smooth onboarding.
Qualifications & Experience
Bachelor’s degree in Business, Finance, Marketing, or related field.
Minimum 2 years’ experience in sales, relationship management, or deposit mobilization in banking/financial services.
Demonstrated success in meeting financial or sales targets.
How to apply
For more information and job application details, see; Umba Deposit Mobilization Relationship Officer Jobs in Kenya
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