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HF Group
Relationship Manager - Diaspora Banking

Hf Group

Nairobi | Full Time | Banking / Financial Services

Closing in 1 month ago

Principle Accountabilities

Financial Performance 

  • Achieve the set monthly and annual sales targets for all the consumer Banking products for this segment.
  • Prospect, anticipate and close all sales leads within the shortest time possible in an efficient way.
  • Develop a clear aggressive sales pipeline for both existing and potential customers. 
  • Prospecting and recruiting new customers for the various Consumer Banking products, understanding their needs and requirements. 

Customer Experience 

  • Identifying customer needs not met by existing products and the implementation of new products and services.
  • Utilize the customer relationship management system aimed at customer acquisition, retention and maximizing on every relationship. 
  • Perform customer onboarding activities and touch activities as per CRM workflows.
  • Manage all escalations related to diaspora support.
  • Ensure customers are well supported on e-channels uptake to promote utilization.
  • Ensure first contact resolution for all queries directed to you.
  • Achieve departmental NPS score of 60

Operational Effectiveness  

  • Attend to daily refers and excesses requests; Proactive management of NPL for assigned portfolio.
  • Ensure compliance with operations risk requirements e.g.
  • KYC, AML, Health & safety standards, security of Premises.
  • Ensure good health of assigned portfolio by actively managing encroachments, Accountability reports and write offs. 
  • Close gaps/lapses identified; take corrective and preventative actions identified by audit, risk and compliance reviews; investigations or other assessment mechanisms within the agreed time frame.
  • Prepare and submit reports to the relevant stakeholders within agreed format and timelines daily, weekly, monthly, quarterly 
  • Use of digital workflows and processes to achieve efficient and impactful engagement and accurate delivery of service.
  • Achieving a ‘Good’ audit rating for the Diaspora Banking Proposition ensuring prompt thorough closure of all audit exceptions sited.
  • 100% adherence to policies, procedures and statutory guidelines. Minimize exposure to bank wide risks; enforce zero tolerance to non-compliance with KYC and AML regulations.
  • Utilize the MIS system for continuous tracking of own performance, monitoring of customer satisfaction and provision of management / statutory reports as applicable. 
  • Present reports that facilitate informed and sound decision-making. Trends, insights and concerns with recommendations clearly elaborated.
  • Achieve schedule adherence and availability targets as per Contact Centre productivity measures. 

People, Learning and Growth 

  • Proactively manage own learning and development.
  • Deliver performance objectives set. Institute immediate corrective action where performance is below par. 
  • Championing team training on matters related to the homeward proposition. 

Minimum Qualifications, Knowledge and Experience

Academic:

  • Bachelor’s degree from a recognized accredited university.
  • Certificate of Proficiency in Insurance COP will be an added advantage.
  • Being a CISI fellow is an added advantage.

Professional:

  • 3-4 years’ working experience in a Customer Management role.
  • In-depth knowledge of the local and Diaspora Banking industry, banking products, banking services and banking regulations. Sound working knowledge and understanding of general commercial regulations and practices. 
  • Appreciation of Diaspora Banking as a proposition.
  • Interaction/Understanding of CRM tools. 

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