Job Summary
Responsible for recruiting and maintaining a portfolio of premier clients, by selling a high quality, relationship oriented, financial planning service, supported by a dedicated Account Executive. Clients are recruited from the existing Bank customer base and externally with the aim of developing significant sales, and high levels of client satisfaction through a mutually beneficial relationship.
The client relationship is managed on a highly proactive and ongoing basis over an extended period. Whilst part of a team, the jobholder operates on a mobile basis, meeting clients at times and locations convenient to the client
Job Description
Main Accountabilities
Sales And Service
Proactively target and recruit clients,
Satisfy clients ongoing financial planning needs identified by self or Account Executive through the sale of appropriate products and services
Optimise portfolio potential in conjunction with Account Executive, planning/undertaking effective marketing campaigns
Establish and develop sales opportunities to meet the clients needs, introducing and working in conjunction with segment specialists
Manage the client portfolio, making proactive contact on a regular basis and meeting clients at their convenience
Generate leads and sales by building effective working relationships with branches within catchment areas, Corporate Sector etc.
Generate referred business by encouraging existing clients to make recommendations
Business Management
Ensure that targeted level of business results (i.e. income, costs, client satisfaction and client recruitment) for jobholder’s own portfolio are maintained
Review portfolio on a regular basis recommending clients
Adhere to standards, legal and regulatory, in accordance with the Absa Premier guidelines and Head Office instructions
Staff Management
Implement and maintain a coaching and training programme for Account Executive(s) including a regular review of selling and service performance Manage and motivate staff recognizing outstanding performance
Lead and direct staff to achieve business objectives
Risk and Controls
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Absa Policies and Policy Standards. Understand and manage risks and risk events (incidents) relevant to the role.
Technical Skills and Competencies
People Management
Communication and Presentation
Business awareness Business management
Performance management
Resource management
Relationship management
Team building
P C skills
Planning
Knowledge, Expertise and Experience
In-depth knowledge of the full range of Absa Bank Kenya Plc retail product set and service and an overview of corporate and small business services
In-depth understanding of technical support systems eg BRAINS, WinFos.
Detailed understanding of the retail network business processes and operating procedures.
Thorough knowledge of operating instructions and audit requirements.
Good understanding of Absa Bank Kenya Plc risk policy
Awareness of Absa Bank Kenya Plc retail strategy, operating structures and interfaces
Knowledge of Absa Bank Kenya Plc people policy and procedures
Understanding of the local competitor market.
Team leader experience
Experience:
Circa 2 years team leader experience
Record of achievement in a sales and service environment
Experience of handling customer complaints
Previous experience of handling operational risk issues
Previous roles could include
Personal banker team leader
Prestige team leader
Education
Higher Diplomas: Business, Commerce and Management Studies (Required)
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