Saturday, 16 July 2022

New Job Vacancy at NBC Bank Limited - Relationship Manager: Private Banking

  AjiraLeo Tanzania       Saturday, 16 July 2022
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AJIRA LEO
National Bank of Commerce
Relationship Manager: Private Banking
Position:
Relationship Manager: Private Banking
locations Zanzibar Branch NBC
time type Full time
job requisition id R-15929988
NBC is the oldest serving bank in Tanzania with over five decades of experience. We offer a range of retail, business, corporate and investment banking, wealth management products and services.
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Job Summary
To develop and grow relationships with Affluent customers, and growing the customer base through targeted sales efforts and the delivery of impeccable service•
Delivers a high level of service and personal attention to the Bank’s quality customers, with the aim of developing significant sales and new business and providing a high level of retention of existing clients business.
Whilst part of a team, the job holder operates on a mobile basis, meeting clients at times and locations.

Job Description​
  • Achieve agreed sales target for customers (upgrades and new to bank), new accounts, assets and liabilities and any other products as may be assigned.
  • Conduct a detailed need analysis for all existing and potential customers to determine which product will suit their needs.
  • Ensure proactive selling of alternative delivery channels (internet banking, insurance products, etc.) to all clients.
  • Based on proactive sales or leads referred from other sources, ensure contacts to potential new customers are done and offer them packaged financial solutions based on a detailed assessment of their needs.
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  • Increase product penetration for existing customer base by reviewing their portfolio to determine potential cross sells and pro-actively recommend new products to customers
  • Conduct financial planning for customers in order to play a pro-active role in increasing their wealth.
  • Continuously monitor utilization of credit facilities and investment avenues. Identify and resolve underutilization by
  • Achieve agreed sales target for customers (upgrades and new to bank), new accounts, assets and liabilities and any other products as may be assigned.
  • Conduct a detailed need analysis for all existing and potential customers to determine which product will suit their needs.
  • Ensure proactive selling of alternative delivery channels (internet banking, insurance products, etc.) to all clients.
  • Based on proactive sales or leads referred from other sources, ensure contacts to potential new customers are done and offer them packaged financial solutions based on a detailed assessment of their needs.
  • Increase product penetration for existing customer base by reviewing their portfolio to determine potential cross sells and pro-actively recommend new products to customers
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  • Conduct financial planning for customers in order to play a pro-active role in increasing their wealth.
  • Continuously monitor utilization of credit facilities and investment avenues. Identify and resolve underutilization by contacting customers to determine the reasons and escalating service issues.
  • Manage the banking relationships for portfolios of high net worth customers which may include senior local political figures and well known business people
  • Conduct regular customer visits and motivate focused social events and individual entertainment in order to build long-term relationships.
  • Take accountability for the relationship with the Client, across all hierarchical levels, which incorporates integrating and coordinating all contacts between the Bank and the Client.
  • Manage own calling programme including identifying names to call in a particular month and setting up meeting. Obtain advise from Head of Affluent where required.
  • On a monthly basis, compile a report on calling programmes for the month and personal sales progress against the targets as agree. Present the report to the Head of Affluent.
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Qualifications
  • Bachelor`s Degrees and Advanced Diplomas - Business, Commerce and Management Studies, Commercial mindset - Junior (Meets some of the requirements and would need further development), Customer Excellence - Service Delivery (Meets all of the requirements), Digital familiarity (Meets all of the requirements), Effective communication - Basic (Meets all of the requirements), Experience in a similar environment, Openness to change (Meets some of the requirements and would need further development), Product and/or Service Knowledge (Meets all of the requirements), Relationship building (Meets some of the requirements and would need further development)
Deadline: 2022-07-30.
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