Relationship Manager – Education And Health (1 Position)

REPORTING TO: Sector Head

LOCATION: Kampala

JOB PURPOSE: Reporting to the Sector Head, the role holder will be responsible for building, maintaining and managing corporate client relationships within the sector to ensure optimum customer acquisition and retention.

The role holder will be responsible for Income generation from the sales of a range of banking products to include Assets, Liabilities and Cash management products of the bank in line with targets and expectations.

The role holder will also be responsible for offering “Best in Class” Relationship Management with CIB customers [“C” Suite Contacts] and the responsibility of offering the best customer experience to the assigned clientele, premier onboarding experience and advisory service to new and existing customers and ensure growth of the business through a deeper understanding of the client’s business and operations to enable the bank to grow its share of wallet by meeting the client’s business needs whilst strengthening the banks brand in the corporate arena.

KEY ACCOUNTABILITIES:

  • Manage the development of prudently priced assets and cost-effective long-term liabilities with reputable companies and organizations to ensure maximum profitability for the Bank.
  • Provide superior relationship management, customer retention, loyalty, preference and devotion to corporate relationships.
  • Develop structuring and financing recommendations that are tailored to the complex needs of clients.
  • Sell bank products to corporate customers in the sector, ensuring quality pitches to the customers. Ensuring that all sales disciplines are adhered to per the bank’s standards i.e Call Planning, Account Planning, CSTs, Pre and Post Call Reports, Deal Pipeline Management
  • Sustain and build client relationships by maintaining ongoing communication and negotiation [pricing, financing, structure] sessions with clients to deliver both quality and tailored service offerings.
  • Analyze and compare our product offer, service, pricing and financial performance against competition, and give feedback on market intelligence and work with product partners to remain relevant, competitive and the preferred financial services provider in the market.
  • Establish contact, rapport and credibility with prospective clients to influence key decision-makers to start a relationship with the bank.
  • Using the CST client engagement model, explore opportunities and recommend strategies for cross-selling products and services based on a thorough understanding of the range of corporate banking products and services and various client analyses.
  • Improve relationship management through regular visits, timely feedback to clients and continuous anticipation of their needs with the aim of exceeding their expectations.
  • Cross-selling and retention of borrowing vs. Non–borrowing clients in Branches to maintain a clean and updated database.
  • Maintain a high standard of operational control including adherence to Risk Management and Compliance guidelines.
  • Addressing/resolving corporate customer complaints and providing feedback promptly.

 KNOWLEDGE, SKILLS, AND EXPERIENCE REQUIRED:

  • University graduate (Hons)
  • Skills in Sales, Credit and Relationship Management will be an added advantage.
  • Track record in sales management.
  • 5 Years’ experience in banking of which 2-3 should be in relationship management and sales.
  • Sales Skills
  • Stakeholder Management
  • Computer knowledge especially Spreadsheet, Word and PowerPoint.
  • Relevant business experience and acumen.
  • Outgoing, self-motivated and a good team player able to work under minimum supervision- Self-drive and initiative.
  • Excellent communication, interpersonal and negotiation skills.
  • A self-starter who is oriented and able to meet deadlines.
  • Full of energy and enthusiasm.
  • Excellent relationship management skills.
  • Outgoing, self-motivated and a good team player. able to work under minimum supervision- Self-drive and initiative.
  • Excellent communication, interpersonal and negotiation skills.
  • A self-starter who is oriented and able to meet deadlines.
  • Full of energy and enthusiasm.
  • Excellent relationship management skills

INVITATION

If you believe you meet the requirements as noted above, please forward your application with a detailed CV including your present position and copies of relevant professional/academic certificates, to the email address indicated below:

Vacanciesbank@dfcugroup.com

Deadline: Monday 06th January 2025. Only short-listed candidates will be contacted.

Please note that all recruitment terms and conditions as stated in the HR Policies and Procedures Manual shall apply.

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