Platinum Relationship Manager
Purpose
Reporting to the Centre Manager Platinum, Platinum Relationship Manager will be responsible for servicing and managing high net worth (HNW) customer relationships by engaging them, uncovering their needs and providing them with the appropriate financial solutions. The relationship manager is responsible for driving profitable revenue and volume growth of the HNW customer base through targeted sales efforts and the delivery of impeccable service.
Key Responsibilities
· Drive portfolio growth through acquisition of new to bank high net worth customer relationships and through deepening of existing customer relationships by cross selling to increase product holding per customer.
· Achieve agreed sales targets for new accounts, assets and liabilities.
· Conduct a detailed needs analysis for all existing and potential customers to determine their financial planning needs in order to play a proactive role in increasing their wealth. Manage a call and customer visits program to build long term relationships, compile reports including names of customers called, meetings held and cross sell opportunities identified and followed through for closure to determine personal sales progress against agreed targets.
· Working with the Centre manager, manage and execute innovative micro marketing plans in the Centre. Work in liaison with the branch network, corporate and investment banking teams to, identify HNW clients and agree on ways to jointly approach the clients to create customer product awareness based on the proposition.
· Be the principle point of contact for the bank’s relationship with a designated portfolio of HNW customers and offer a consistent yet differentiated customer experience by taking ownership of all categories of customer service matters. In consultation and liaison with other support functions in the bank resolve client queries and complaints to closure and effectively convert service recovery to sales opportunities and sustained loyalty.
· Manage the HNW customer requests and transactions in compliance to KCB operational guidelines and procedures with zero tolerance to operational risk and frauds.
· Manage the customer portfolio at risk and, monitor account migration and provisions to ensure they are within the set business acceptable levels.
· Keep current on business trends and competitor offerings by gathering market intelligence on loans and accounts to maintain a competitive edge.
· Create a lead base of external target market through networking, customer referrals
and attending social events, seminars, trade shows and Industry events.
· Prepare management reports
Qualifications and requirements
For this position, the successful applicant will be an experienced high net worth relationship manager. The applicant will be a customer centric, business-driven, and highly innovative, revenue generator, with a keen eye for quality.
For the position, the successful applicant should have the following:
· A university degree in a business related field from an accredited university. Possession of a postgraduate degree or professional qualification in a business related field will be an added advantage.
· At least 4 years’ experience in general banking with 2 years’ experience in the following areas; high net worth client relationship management, customer service, product development, sales and people management.
· Additional experience is required in more specific areas like credit skills, risk management, banking operations and report writing.
· Excellent verbal and written communication skills and ability to communicate with stakeholders at different levels with a high level of professionalism.
The above position is demanding for which the bank will provide a competitive package for the successful candidates. If you believe you can clearly demonstrate your abilities to meet the criteria given above, please submit your application with a detailed CV, stating your current position, remuneration level e-mail and telephone contacts quoting the job title/reference in the subject field to recruitment@kcb.co.ke
NB: In the event that you are successful, we will require that you provide us with a Certificate of Good Conduct that is not more than 6 months old.
To be considered your application must be received by June 19, 2015.
Only short listed candidates will be contacted.
JOB REF: RB 48/2015
Reporting to the Centre Manager Platinum, Platinum Relationship Manager will be responsible for servicing and managing high net worth (HNW) customer relationships by engaging them, uncovering their needs and providing them with the appropriate financial solutions. The relationship manager is responsible for driving profitable revenue and volume growth of the HNW customer base through targeted sales efforts and the delivery of impeccable service.
Key Responsibilities
· Drive portfolio growth through acquisition of new to bank high net worth customer relationships and through deepening of existing customer relationships by cross selling to increase product holding per customer.
· Achieve agreed sales targets for new accounts, assets and liabilities.
· Conduct a detailed needs analysis for all existing and potential customers to determine their financial planning needs in order to play a proactive role in increasing their wealth. Manage a call and customer visits program to build long term relationships, compile reports including names of customers called, meetings held and cross sell opportunities identified and followed through for closure to determine personal sales progress against agreed targets.
· Working with the Centre manager, manage and execute innovative micro marketing plans in the Centre. Work in liaison with the branch network, corporate and investment banking teams to, identify HNW clients and agree on ways to jointly approach the clients to create customer product awareness based on the proposition.
· Be the principle point of contact for the bank’s relationship with a designated portfolio of HNW customers and offer a consistent yet differentiated customer experience by taking ownership of all categories of customer service matters. In consultation and liaison with other support functions in the bank resolve client queries and complaints to closure and effectively convert service recovery to sales opportunities and sustained loyalty.
· Manage the HNW customer requests and transactions in compliance to KCB operational guidelines and procedures with zero tolerance to operational risk and frauds.
· Manage the customer portfolio at risk and, monitor account migration and provisions to ensure they are within the set business acceptable levels.
· Keep current on business trends and competitor offerings by gathering market intelligence on loans and accounts to maintain a competitive edge.
· Create a lead base of external target market through networking, customer referrals
and attending social events, seminars, trade shows and Industry events.
· Prepare management reports
Qualifications and requirements
For this position, the successful applicant will be an experienced high net worth relationship manager. The applicant will be a customer centric, business-driven, and highly innovative, revenue generator, with a keen eye for quality.
For the position, the successful applicant should have the following:
· A university degree in a business related field from an accredited university. Possession of a postgraduate degree or professional qualification in a business related field will be an added advantage.
· At least 4 years’ experience in general banking with 2 years’ experience in the following areas; high net worth client relationship management, customer service, product development, sales and people management.
· Additional experience is required in more specific areas like credit skills, risk management, banking operations and report writing.
· Excellent verbal and written communication skills and ability to communicate with stakeholders at different levels with a high level of professionalism.
The above position is demanding for which the bank will provide a competitive package for the successful candidates. If you believe you can clearly demonstrate your abilities to meet the criteria given above, please submit your application with a detailed CV, stating your current position, remuneration level e-mail and telephone contacts quoting the job title/reference in the subject field to recruitment@kcb.co.ke
NB: In the event that you are successful, we will require that you provide us with a Certificate of Good Conduct that is not more than 6 months old.
To be considered your application must be received by June 19, 2015.
Only short listed candidates will be contacted.
JOB REF: RB 48/2015
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