Relationship Manager Ultimate Banking (Mombasa)

MombasaKE

Full-time

Bachelor

5 days ago01/13/202502/12/2025

- Accepting Applications

Principle Accountabilities

Relationship Management &  Customer Service    

  • Provide High Net Worth (HNW) clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank, and build client loyalty.
  • Identify financial and non-financial requirements of HNW clients by conducting financial needs analysis.
  • Ensure clients are aware of all the Privileges & Solutions offered under Ultimate Banking (for UB Clients)
  • Ensure clients are aware of all financial services the bank offers- drive full service bank agenda.
  • Use systems effectively for customer contact management, sales and service activity.
  • Ensure delivery of service promise for improved customer satisfaction levels.
  • Minimize client attrition.
  • Ensure set Complaint Management processes are followed and TATs are met.

Business Development

  • Source New Business from Personal Banking & Ultimate Banking clients through referrals, marketing activities and personal contacts.
  • Develop the Ultimate Banking customer base and expand the unit’s business growth by marketing the Ultimate Banking products and services.
  • Enhance HF Ultimate Banking & Personal Banking sales/ revenues and promote cross-selling of bank products to all existing clients.
  • Achieve Revenue goals, Sales and Portfolio growth targets across a range of products and services.
  • Achieve Product Holding per customer growth targets
  • Ensuring revenue growth through customer acquisition, new need identification, product cross-sell and re-engineering increased product usage for existing clients.
  • Participate in SME and Institutional Bank customer calls for marketing initiatives.
  • Drive segment-based focus products agenda and conduct branch product trainings.
  • Complete training programs allocated in line with your Role.

Key Competencies and Skills

Technical skills

  • Knowledge of Banking and Business Operations: Well round knowledge of ALL the Bank’s operations and processes and excellent knowledge of Bank policies and procedures
  • Audit Standards and Legislations: Good knowledge of International Accounting and Audit Standards, and Legislations.
  • Compliance and Regulatory Framework: Good understanding of the regulatory issues, reporting, and operational requirements provided by CBK, KRA, KIB, etc.
  • Conceptual and Analytical Skills: Ability to quickly grasp and understand systems and keen to detail.
  • Intricate understanding of products pertaining to HNW customers both internal and external (competitors).
  • Basic market knowledge of various investment vehicles/markets/ economics.
  • Strong interpersonal skills and appreciation for diversity.
  • Team player with the ability to train, develop, and mentor junior staff.
  • Relationship Management skills.
  • Networking Skills.

Personal attributes

  • Communication and Interpersonal Skills: Ability to build rapport easily with customers, have well-developed oral and report-writing skills, and have the ability to work individually and as part of a team.
  • Results and Achievement Oriented: strives to achieve results, enjoys measuring others, being measured, and being judged on performance standards.
  • Personal Ethics: Must be honest, fair, just but firm with himself, and of high integrity.
  • Negotiation Skills: Must be a good negotiator, particularly in changing behavior and work practices but always seek a Win/Win outcome.
  • Extrovert/ Amiable personality. 

Minimum Qualifications, Knowledge and Experience

Academic Qualifications:

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

Professional Qualifications:

  • Retail Banking Associate (RBA UK)
  • Customer Relationship Management Course
  • CISI Certified Level 1 will be an added advantage

Work Experience:

  • Minimum 3 years’ experience in similar job with a financial services institution.

Interested and qualified? Go to HFC Limited on www.hfgroup.co.ke to apply

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