Responsible for acquisition of new HNI business & management of allocated portfolio to drive balance sheet and income growth.
To onboard existing & NTB HNI clients. Build strong business relationships with aim of driving sales, service excellence and high level of client satisfaction that is mutually benefiting.
Work with EIB, ELAK and treasury to provide wealth management and preservation solutions to clients.
Key Performance Areas:
Relationship Management and Financial Performance - 70%
To be the first point of contact for clients for the allocated portfolio
Proactively onboard and engage existing clients on the Group’s offering, educate on new changes in the bank/industry and share advisory communication.
Deliver deposit, loans, investment, insurance and revenue targets.
Leverage the ecosystem opportunities across all business segments to target quality business and grow value.
Customer Excellence - 15%
Digitize and cross sell to increase product holding to a minimum of 4 (Save, Invest, Borrow & Insure)
100% CRM utilization on service, sales pipeline and client contact program.
Ensure correct carding of clients in the portfolio with minimum utilization of 75%.
Achieve best bank in HNI Banking in the country measured by wallet size growth, customer satisfaction score and NPS rating.
Migrate transactions to digital channels – minimum of 60%.
People - 5%
Team spirit and stakeholders’ management
Efficient management of resources to deliver timely services to clients professionally.
Training and personal development
Internal Processes, Risk and Compliance - 10%
Ensure compliance with KYC, AML, legal, regulatory and any other governance requirements in acquisition and management of clients.
Comply with all the Group’s and Subsidiary policies and procedures.
Satisfactory portfolio audit
Qualifications
Bachelor’s degree. Master’s degree will be as an added advantage.
Qualifications - Experience, Skills and Knowledge
At least 5 years Consumer Banking Business covering liabilities & assets sales and service/relationship management
Strong interpersonal, organization and communication skills
Experience in selling investment & insurance products and HNI clients management will be an added advantage
