|Date Posted||November 20, 2023|
The Relationship Managers/Wealth Managers will be responsible for promoting the development & growth of the Wealth Management Segment through acquisition & nourishing of Wealth customer’s relations through selling a value adding financial advice for a portfolio of CIB Wealth clients aiming to achieve the financial ambitions and aspirations of Wealth customers faster & at a less cost.
ales & Service
- Manage efficiently the portfolio of customers designated, Acquire NTB customers, enrol and upgrade existing customers along with cross selling all exclusive products to the customers, to increase portfolio penetration and to achieve his/her set target and meet the annual approved plan
- Review reports provided from the Quality Assurance Department & Call Centre which indicates the level of services & rate of complaints, then ensure that any Wealth customer complaint is solved as well as striving for achieving the best in class service through professional customer handling.
- Track Wealth customers’ inflows & outflows on a daily basis and contact customers to seek information behind un expected behaviours.
- Handle all account opening & its related operations process including system input & data entry.
- Ensure that the work area is maintained in good condition and that product marketing material is available, prominently displayed and updated
- Provide best in class service level to the portfolio while ensuring efficient reachability and contacting all existing customers in portfolio in predefined time manor.
- Log on CRM all sales activities & customer interactions.
- Act on CRM leads generation by contacting and converting opportunities within predefined TAT and conversion/contact rate.
- Execute sales plan that ensure performance efficiency vs. Target and exceed productivity benchma
For more information and job application details, see; Rose Avenue Group Relationship Managers/Wealth Managers - Nyali Jobs in Kenya
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