Relationship Manager (Team Lead) at Workforce Group

Job Summary

• We are seeking a Relationship Manager (Team Lead) to increase the number of High-Net Worth Individual (HNI) and Ultra High-Net Worth Individual (UHNI) clients, while preserving solid ties with current clients, this position will concentrate on acquiring new customers through recommendations and the bank's value chain.

Job objective (s)

• Applies financial acumen and economic knowledge to help a high-net-worth client reach short-term investment goals or long-term retirement objectives

Reporting Relationships:

• Functionally reports to: Division Head
• Administratively reports to: Division Head
• Supervises: N/A.

Duties & Responsibilities

• Aggressive growth of the deposit portfolio of the group in line with set targets.
• Develop structured financial solutions from routine opportunities.
• Management of existing customer relationships for effective wealth creation.
• Timely implementation of customers’ instructions e.g. cheque encashment, funds transfers, cheque/account confirmations, etc.
• Maintain top quality Risk Assets.
• Follow up on transactions with units handling them.
• Review credit proposals for presentations to management for approval.
• Account review and monitoring.
• Follow up on facility repayment and recovery of delinquent accounts.
• Daily calls on customers – physically and/or by phone.
• Daily call log of activities to supervisor and division head.
• Other duties as assigned by supervisor.

Key Performance Indicators

• Quality and volume of Risk assets.
• Turnaround time on customer’s requests.
• Number of new accounts converted in a review period.
• Turnover on accounts.
• Timeliness in the delivery of required data to the Telecoms group.
• Number of documented customer complaints in a review period.

Qualifications

• Minimum educational level: Bachelor’s Degree in Social Science or Humanities or HND with a Master’s Degree
• Minimum requisite experience: 3 years of working experience in a relevant field.