Job Title: Relationship Manager
Organisation: NCBA Bank Uganda
Duty Station: Kampala, Uganda
About Organisation:
NCBA Bank Uganda Limited, is a commercial bank in Uganda. It is one of the commercial banks licensed by the Bank of Uganda, the country’s central bank and national banking regulator.
Job Summary:
- To acquire and service clients within the Premier Banking segment, customise as appropriate the customer value proposition designed for the segment, incorporating solutions that holistically address the clients’ short- and long-term objectives.
- Effectively manage client relationships, increase customer satisfaction levels, retain customers and grow share of wallet through selling multiple solutions and services offered by the Bank.
Key Duties and Responsibilities:
- Acquire, grow and retain base of Premier Banking clients
- Achieve revenue, sales and portfolio growth targets across a range of products and services
- Achieve Product holding per customer growth targets
- Cross sell of products/ solutions thereby increasing their share of wallet in the Bank
- Create and execute a client driven relationship management and portfolio management strategy that will result in increased revenue, profit, share of wallet and contained PAR within Bank guidelines.
- Participate in Bank initiated sales & marketing initiatives.
- Work with the Corporate and Business banking relationship Managers and Premier Banking officers to plan and coordinate Premier Banking business and related sales activities/initiatives.
- Provide Premier banking clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank, and build client loyalty.
- Identify financial and non-financial requirements of Premier Banking clients by conducting financial needs analysis.
- Ensure clients are aware of all the Privileges & Solutions offered under Premier Banking
- Ensure clients are aware of all financial services offered by the bank
- Use systems effectively for customer contact management, sales and service activity
- Ensure delivery of service promise and practice brand values
- Minimize client attrition
- Ensure set Complaint Management processes are followed and TATs are met.
- Achieve the required minimum client visits and customer engagement forums per year.
- Execute account plan and monitor realisation of the anticipated results.
- Ensure that the target market selection criterion is adhered to and that we are in full compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements.
- Strong responsibility for ethical selling to customers with complete disclosure about products and services.
- Ensure Portfolio allocated is closely monitored and actions recommended are diligently executed.
- Adherence to policies, procedures and statutory guidelines.
- Minimise exposure to bank wide risks, enforce zero tolerance to non-compliance with KYC and AML regulations.
- Lead the process and confirm that closure of gaps/lapses identified, corrective and preventative actions for the segment identified by audit, risk and compliance reviews; investigations or other assessment mechanisms are undertaken within the agreed time frame.
- Use data, information and insights to drive decision making.
- Proactively manage PAR. Propose solutions that address the customer’s situation that protect the Banks interest and implement as approved.
- Monitor overdrawn accounts/ overdue loans or card payments and follow up for clients to regularize and ensure accounts are not overdrawn without authorization.
- Prepare and submit reports to the relevant stakeholders within agreed format and timelines (daily, weekly, monthly, quarterly).
- Develop training programs for direct reports and conduct staff product trainings
- Complete training programs allocated in line with role
- Proactively manage own learning and development
- Manage cross-functional teams
- Adhere to annual leave plan agreed with line manager.
Qualifications, Skills and Experience:
- Bachelor’s degree in a business-related field
- Professional qualification will be an added advantage.
Desired work experience:
- Minimum 5 years’ experience in similar job managing High Net Worth (HNW) clients with a financial services institution.
- In-depth knowledge of the local banking industry, banking products, banking
- operations and services and banking regulations.
- Good working knowledge and understanding of general commercial regulations and
- practices.
- Broad understanding of available investment products and services, industry
- competitive landscape and regulatory environment
How to Apply:
All candidates who wish to join NCBA Bank are strongly encouraged to apply online at the link below.
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Level of Education: Bachelor Degree
Work Hours: 8
Experience in Months: 60