The Ugandan Jobline

• Work in liaison with clients to assess
  individual and group financial situations and develop strategic financial
  planning solutions.
• The incumbent will implement effective
  product solutions, and cross sales, maximize product utilization,
  establish, maintain and segment Investment groups based on various
  inclinations, savings patterns, legacy focus and scale of commitment to
  grow in coordination with Branches.
• Drive and monitor sector growth of the loan
  book and deposits, assess and track portfolio growth and group lifetime
  value through regular performance reports and initiate key strategies of
  driving the business, in line with the set targets.
• Develop annual work plans for the regions,
  aggressively market and generate leads and pipelines.
• Quarterly re-stream and update customer
  databases for effective portfolio management.
• Periodically generate a database of market
  information on all Investment club and market trends to assess
  opportunities for business expansion and revenue generation.
• The jobholder will also develop end to end
  standard value propositions for the sector and ensure simplified
  registration and account opening in branches.

• Plan and implement customer relationship
  management and ensure effective follow up any issues affecting the
  relationship, conduct periodic visits or meetings; and recommend,
  procedural, process, and policy changes required to meet customer
  expectations/needs and generate periodic status reports.
• Build and strengthen strategic partnerships
  with professional bodies and value adding knowledge bases to confer
  information to the investment clubs, and maintain an updated database for
  the potential customers while providing direction to branches on the
  potential pipelines, markets and sectors for formation and training of
  investment clubs.

• Work closely with branch management and staff
  to implement and monitor a system of ensuring KYC compliance and risk
  management policies in line with bank procedures.
• Develop healthy and productive relationship
  with treasury department to support investment options and primary
  dealership for customers.

• The ideal candidate for the Centenary Bank Relationship
  Supervisor Investment Clubs job opportunity should hold an Honors’ degree
  in Business Administration, Economics, and Commerce, Statistics or any other
  related discipline.
• Possession of a postgraduate qualification in
  business management, marketing, economics, and any related disciplines is
  an added advantage.
• Five or more years’ experience in a large
  corporate banking environment working directly with client’s e.g. credit /
  banking / marketing / client relationship management with two years at
  Supervisory / Senior Officer level.
• Comprehensive knowledge of the market,
  industry and global events with good business networks.
• Demonstrated ability to strategically think
  for the business
• Ability to develop and manage the Bank’s
  sales schedules and advise on targets of the Sector and pricing of
  services offering
• Capacity to carry out Loyalty meetings with
  clients and decide on customer rewards.
• Good report writing and public presentations
  skills.
• Capacity to undertake Portfolio tracking,
  re-streaming and updates
• Ability to carry out market research and
  benchmarks and propose product refinements/improvements.
• High degree of innovativeness in resolving
  customer queries and providing solutions while harnessing opportunities

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