Relationship Manager - Private Banking at Sterling Bank

Job Summary

• To carry out effective relationship management for High Net-worth Customers of the Bank, by ensuring great customer satisfaction and retention, through the provision of a full spectrum of financial services to customers and contributing substantially to the overall liquidity and profitability of the bank.

Job Description

• Deliver excellent relationship management as well as consistent and memorable customer experience/onboarding for HNIs across all touch points in order to create stickiness, loyalty, as well as to revitalize inactive customers
• Consistently explore the business environment in order to identify, develop and close business/ sales opportunities
• Ensure growth in customer wallet share through cross-selling of products on existing accounts.
• Analyze market trends, customer needs and competitor analysis of the business segment and recommend the development of appropriate / customized products & service for customers in the segment
• Ensure all activities/processes are driven towards the achievement of Private Banking business goals (Revenue, Fees & Commission, deposits etc.).
• Provide business advisory services to customers as well as deploy capabilities that supports their wealth management/investments
• Render reports on sales activities

Job Experience

• 5 years