About the Role

Overall Job Purpose

The Relationship Manager – Financial Institutions, Saccos & Microfinance Institutions will be responsible for generating and mobilizing deposits from Financial Institutions, Saccos & MFIs. The job holder's duties will include sales presentations, activations and product demonstrations.

Principle Accountabilities

  • Generate new and grow deposits from Financial Institutions
  • Business planning and growth within Financial Institutions.
  • Undertake market situation analysis to identify new business opportunities.
  • Understand customers' businesses and anticipate their requirements.
  • Match customers' needs with HFC product capabilities through presentations and proposals.
  • Negotiate terms and conditions with customers to maximize revenue and profitability.
  • Offer need-based solutions to meet the specific investment needs of our customers and prospects.
  • Conduct joint calls with other RMs to ensure proper management of the value chain.
  • Ensure smooth deal implementation and while maintaining high levels of service quality.
  • Identify opportunities for cross selling and referrals to other HFC business lines through developing a good understanding of client needs.
  • Ensure the best in class in terms of quality of customer experience, sales, turnaround time and productivity standards.
  • Continuously provide feedback on the acceptance of the products in the market and suggest changes that could improve uptake
  • Adhere to set guideline and processes to avoid mis-selling, misrepresentation, fraud and ensure adherence to customer data confidentiality principles
  • Adhere to all KYC guidelines and procedures, comply with local regulatory requirements, reflect best practices
  • Comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer
  • Tracking and monitoring of TAT and errors to ensure the minimum threshold is met

Minimum Qualifications, Knowledge and Experience

  • A Bachelor’s degree
  • Minimum of 3 years’ experience in sales preferably within the Banking Industry.
  • Demonstrate knowledge of banking operations
  • Problem solving and analytical skills

Key Competencies and Skills

  • Excellent written and oral communication skills.
  • Excellent interpersonal skills 
  • Excellent customer service skills 
  • Ability to take initiative and prioritize tasks; good time-management, organization, problem-prevention and problem-solving skills.
  • Basic analytical ability with active listening skills.
  • Ability to work accurately with close attention to detail; must have eye for details, strong ability to scrutinize and examine.
  • Ability to maintain confidentiality of sensitive information.
  • Willingness to adapt to changing business needs and deadlines.

How to Apply

https://www.hfgroup.co.ke/careers/joblisting/relationship-manager-financial-institutions-saccos-microfinance-institutions?utm_source=MyJobMag

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