Overall Job Purpose
The Relationship Manager – Financial Institutions, Saccos & Microfinance Institutions will be responsible for generating and mobilizing deposits from Financial Institutions, Saccos & MFIs. The job holder’s duties will include sales presentations, activations and product demonstrations.
Principle Accountabilities
Generate new and grow deposits from Financial Institutions
Business planning and growth within Financial Institutions.
Undertake market situation analysis to identify new business opportunities.
Understand customers’ businesses and anticipate their requirements.
Match customers’ needs with HFC product capabilities through presentations and proposals.
Negotiate terms and conditions with customers to maximize revenue and profitability.
Offer need-based solutions to meet the specific investment needs of our customers and prospects.
Conduct joint calls with other RMs to ensure proper management of the value chain.
Ensure smooth deal implementation and while maintaining high levels of service quality.
Identify opportunities for cross selling and referrals to other HFC business lines through developing a good understanding of client needs.
Ensure the best in class in terms of quality of customer experience, sales, turnaround time and productivity standards.
Continuously provide feedback on the acceptance of the products in the market and suggest changes that could improve uptake
Adhere to set guideline and processes to avoid mis-selling, misrepresentation, fraud and ensure adherence to customer data confidentiality principles
Adhere to all KYC guidelines and procedures, comply with local regulatory requirements, reflect best practices
Comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer
Tracking and monitoring of TAT and errors t o ensure the minimum threshold is met
Minimum Qualifications, Knowledge and Experience
A Bachelor’s degree
Minimum of 3 years’ experience in sales preferably within the Banking Industry.
Demonstrate knowledge of banking operations
Problem solving and analytical skills
Key Competencies and Skills
Excellent written and oral communication skills.
Excellent interpersonal skills
Excellent customer service skills
Ability to take initiative and prioritize tasks; good time-management, organization, problem-prevention and problem-solving skills.
Basic analytical ability with active listening skills.
Ability to work accurately with close attention to detail; must have eye for details, strong ability to scrutinize and examine.
Ability to maintain confidentiality of sensitive information.
Willingness to adapt to changing business needs and deadlines.
Apply via :
www.hfgroup.co.ke