Relationship Manager - Education, Health & Technology (EHT)
JOB PURPOSE
The purpose of the role is to build and manage rapport with Public Sector Clients. The key responsibility being developing and leveraging EHT relationships to grow the Corporate Banking Assets and Liabilities
base. The specific activities being new customer acquisition, existing customer retention and income generation from the sales of the Bank’s products.
KEY RESPONSIBILITIES: MUST NOT BE MORE THAN 10
- Growth of the Corporate deposit book as per the set organizational targets and ALCO guidelines through growth of current accounts/collection business as well as Debt and Trade opportunities
from the EHT Sector.
- Prepare customer sales coverage plans to ensure that each customer relationship is managed according to the KCB Bank customer service charter with regular reviews of the customer portfolio to assess future needs and ongoing fee/income potential.
- Management of ongoing relationships with existing Public Sector partners and where relevant, leverage those relationships to a greater collective impact for the Bank.
- Understand the EHT sector requirements and decision makers (maintain database of key Public Sector stakeholders), structure solutions, implement and monitor the customer experience.
- Provide specialist sector information and governance as well as conducting training on the structure and workings of the EHT sector to the Business, Credit, Risk and Compliance Teams in the Bank.
- Champion strategic partnerships and social visibility of the KCB Brand in the EHT space
- Ensure 90% digital migration of the assigned portfolio and as feasibly as possible, digitize their customers journeys to promote the cashless and self-serve solutions of the Bank.
- Maintain a dairy of key EHT events and activities that would present viable business and value chain opportunities for KCB Bank.
- Coordinate and support the branches in running effective ETH sector sales activations, generating leads and dealing with queries and complaints.
- Any other official duties that may be allocated from time to time by management.
DAILY RESPONSIBILITIES:
- Ensure great working relationship with team members for overall achievement of departmental goals by role modelling the corporate values of the Bank.
- New client onboarding through the development and maintenance of a pipeline of prospective clients within the EHT sector to ensure sustainable growth of the Portfolio.
- Provide timely and accurate reporting of pipeline, strategic partnerships, bidding opportunities and relationship management activities.
- Ensure adherence to all bank’s prescribed processes, standard operating procedures and central bank requirements.
- Ensuring proper systems are in place to effectively manage AML/CFT risk for the Portfolio
Kindly attach your CV and academic documents.