Relationship Manager – Corporate Banking at Equity Bank Kenya

Job Description

Job Purpose:

Responsible for building and maintaining positive business relationships with existing and potential corporate customers, provide personalized and efficient customer service, marketing and selling bank’s products, identifying opportunities for business growth, and resolving customer complaints.

Key Responsibilities:

360 degrees understanding of client’s financial needs and all bank products and services.
Regular client visits/presentations and meetings with visit reports
Preparation of accounts plans for existing and newly onboarded customers.
Coordination with various departments like credit, treasury etc. for delivery of seamless service to client
Competitor and Industry analysis – Actively review and monitor competitor product offerings and monitor industry trends.
Building positive relationships with clients by understanding customer’s needs and developing banking solutions
Scanning the operating environment to identify business opportunities for the bank.
Building positive relationships with customers by understanding customer’s needs and developing banking solutions
Generating new business, upselling and cross selling to existing clients

Qualification and Experience

Bachelor’s degree from a recognized institution
Master’s Degree is an added advantage.
Customer relationship Management Course
4-5 years’ working experience with proven networks among Corporate, SME and high net worth clients.
In-depth knowledge of the banking industry, banking products, banking services and banking regulations. Sound working knowledge and understanding of general commercial regulations and practice

Key Competencies & Skills

Excellent & effective communication and active listening skills
Confidence and Presentation skills
Understanding and interest in financial / banking products and markets
Ability to analyze and research information.
Ability to explain complex information clearly and simply.
Good sales and negotiation skills
Strong skills on Excel, Outlook & Word