Relationship Manager- Transactional Banking And Digital Sales (Fmb) At Old Mutual Kenya

Details of the offer

Business Development (Income generation, Customer registration, Activity, Liquidity Management, Disbursement growth)-50%
Work closely with Branches, MSME, SME and Community RMs, IB RMs, Business Banking and Retail Banking relationship team on fully embedding Transaction Banking solutions into the customer business.
Co-ordinate Sales, Product Management, Customer Service and Operations to ensure client satisfaction when using the banks digital solutions.
Responsible and accountable for product revenue realization as set in the bank's strategy
Become the Customers trusted advisor for the delivery of the e-Banking and Transaction banking solutions.
Advise the bank management on any new developments in the e-Banking and Transaction Banking front to keep pace with competition.
Drive and deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of Specific Transaction Banking Products & Services.
Identify cross–sell opportunities when making customer contact so as to maximize the customer value from each interaction.
Champion product and sales activities to drive business growth.

Business Planning and Strategy- 25%
Develop and prepare standard proposals and presentations for banking services that will be pitched to potential clients.
Liaise with the bank developers and partners to continuously promote and design competitive products for the bank.
Become the point of reference for clients and bank on the Transaction Banking initiatives.
Implement e-banking and Transaction Banking product solutions to clients, of varying size and complexity.
Assess and recommend pricing guidelines for Online Banking and Transaction Banking products to ensure that we remain competitive and at the same time increase overall revenue collection.

Service Management -15%
Implement electronic banking and Transaction banking product solutions to clients, of varying size and complexity.
Either through own initiative, or teams, be a pro-active member of the department, working to reduce project implementation cycle time.
Co-ordinate resolution of Transaction Banking related problems within the agreed TAT.
Become the point of reference for clients and bank on the Transaction Banking initiatives.
Provide MIS and metrics on progress of deals managed and provide input to management on customer implementation progress, and issues, for discussion with Sales Managers, and Relationship Managers.

Cost Containment – 10%
Ensure Return on Equity is achieved for all facilities advanced to clients by driving to achieve agreed share of wallet (SOW) for Transaction Banking products.
Ensure our Cost of Funds are effectively managed by pursuing and retaining cheap liabilities through utilization of Transaction Banking products.
Ensure prudent use of bank resources such as taxis and during customer events such as lunches.

KEY RESPONSIBILITIES
Target Achievement
Ensuring the targets set by the bank on digital strategy are met fully and timely. This will be measured quarterly to check progress.

Innovation
Engage on regular innovation forums with vendors, Information Technology and Management teams and contribute towards ensuring the banks product remain innovative and competitive.

Compliance
Comply with all the existing banks policies and procedures
Submit to Risk and audit team when called upon to
Constant review on the banks digital and transaction banking strategies to ensure they are at per with the best in the market

Pipeline and Leads Management
Maintain a well UpToDate pipeline of customers to onboard on the bank's digital platforms
Do presentations with the supervisor for regular reviews

Conduct regular staff product trainings
Ensure staff are trained regularly on the bank's digital solutions
Create CVPs for the sales team in the bank to use during customer presentations

MINIMUM QUALIFICATIONS/EXPERIENCE
University Degree in a Business/Sales/IT Related Field - Minimum 2nd Class Honors
ACIB/AKIB Banking qualifications will be an added advantage.
A professional qualification in IT or project management field is an added advantage.
Minimum of 3-5 years of experience in Digital/Cash Management/ Transaction Banking role.
Proficient in Ms Office Suite – Ms Word, Power Point, Ms Visio, Ms Excel, Ms Access etc.
Strong Understanding of Digital and Cash management products including Mobile Banking, Internet banking, Host to Host Integration, Digital Leding and Card Business


Nominal Salary: To be agreed

Source: Myjobmag_Co

Job Function:

Requirements

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