Job Purpose Statement

The Premier Plus Relationship Manager is primarily responsible for acquiring, servicing and managing HNW client relationships through one on one engagement, identifying client needs and providing them with the appropriate bank products, services and solutions. The Premier Plus Relationship Manager is also accountable for;

Driving revenue and volume growth of portfolio assigned
New to Bank client acquisition
Deepening of existing client relationships
Cross sell of products/ solutions thereby increasing their share of wallet in the Bank
Retention of existing customers
Increase of customer satisfaction levels
Delighting clients through providing excellent service which leads to increased loyalty
Adherence to bank policies, procedures & guidelines
Recommending, structuring and selling solutions that address client needs



Ideal Job Specifications

Academic:

Bachelor’s degree in a business related field
Master’s Degree will be an added advantage

Professional:

Customer Relationship Management Course
Sales Course
CISI Certified Level 1 will be an added advantage
Certificate of Proficiency in Insurance (COP) will be an added advantage

Desired work experience:

Minimum 5 years’ experience in a service related role within a financial services institution.
In-depth knowledge of the local banking industry, banking products, banking services and banking regulations.
Good working knowledge and understanding of general commercial regulations and practices.