Relationship Manager - Select Banking
SageWAP
Place of work
Dar es Salaam
Job details
Job description, work day and responsibilities
Job Purpose
- Provide a relationship-based offering to high net-worth affluent individuals through a proactive, highly responsive personal approach to meet the financial needs and service
expectations of high net-worth individuals.
- Proactively promote a relationship-based offering through operating as a dedicated and
primary point of contact for the customer and providing financial solutions which meet the
customer’s expectations in accordance with the segment value proposition.
- Maintain a high level of integrity, professionalism and ethical standards whilst building.
valuable long-term relationships with customers.
Academic / Professional Qualifications
- Bachelor’s Degree in business management, marketing, economics, accounting,
finance or any other related field
Working Experience Required
3 years banking/ service experience, preferably dealing with high net-worth individuals
in a portfolio context.
Strong sales background.
Experienced in upholding the highest levels of service
How to Apply:
Deadline: 10 April 2023
CLICK HERE TO APPLY
Selection process
Acquire new customers (high net-worth affluent individuals) as per the criteria outlined
in the Select Banking segment value proposition.
Pro-actively identify cross-sell opportunities within own portfolio of customers to
maximize life cycle opportunities. Be guided by the segment value proposition and sales
targets as to what the priority products are both from a bank and customer perspective.
Conduct a needs analysis with all new and existing customers to ensure that product
opportunities identified are appropriate to meet the customer’s needs and priorities.
Comprehensively explore customers’ short and long term financial goals/aspirations and
keep up to date with changes in the financial needs and financial position of customers.
Pro-actively manage the portfolio to maximize revenue for the Bank (referring to fees,
margins and sales), minimize costs and risks, whilst maintaining and entrenching the
customer’s relationship with the Ba
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Advertiser
Brief characteristics of the company
SageWAP is Tanzania's number 1 job site. Search for jobs across Tanzania. Find work. Recruit the ideal candidates. SageWAP your job portal
Contact person
Dar es Salaam
I&M Bank (T) Limited
I&M BANK TANZANIA It’s Banking… But Better.
Consumer Ba
Company address
Tanzania
Dar es Salaam
Offer ID: #124,
Published: 2 months ago,
Company registered: 3 months ago,
Item Viewed: 41 times
