Strategic Client Relationship Management

• Develop and maintain long-term banking relationships with corporate clients across key industries to drive sustainable business and IFS growth.
• Serve as the primary relationship manager for a designated portfolio of corporate accounts, acting as their main point of contact for all banking needs.
• Conduct regular business visits and reviews with clients to assess financial needs, evaluate service quality, identify opportunities, and strengthen relationships.
• Coordinate customer engagement forums and represent the bank at industry forums and networking events to showcase corporate banking solutions as well as enhancing brand visibility and market positioning.

Business Development & Revenue Growth

• Identify and onboard new high-value corporate clients to expand the bank’s portfolio and market share.
• Drive cross-selling of corporate banking products (loans, trade finance, cash management, treasury, FX, and other available investment solutions) with corporate clients to grow non-interest income.
• Prepare and present financial proposals and pitches to prospective clients.
• Conducting financial literacy trainings and participating in sales activations in collaboration with Business units and other business departments.
• Drive digital banking adoption through Host to Host, Internet banking and Digi to grow nonfunded income.
• Manage Faulu money market by ensuring timely support on customer investments and resolving queries.

Credit Analysis & Risk Management

• Monitoring portfolio at risk for consumer facilities while providing leadership through collaboration with Business Units, Credit Teams, and corporates to reduce Portfolio at Risk for loan products advanced through IFS.
• Conduct financial analysis, risk assessments, and due diligence for corporate clients and prepare credit proposals ensuring compliance with the bank’s credit policies and regulatory requirements.
• Oversee the performance of the corporate banking portfolio, ensuring profitability and minimal risk exposure.
• Monitor loan performance and proactively manage potential risks in the portfolio

Market & Industry Intelligence

• Analyze industry trends, economic shifts, and competitor activities to position the bank as a market leader.
• Provide insights to senior management on sector-specific risks and opportunities.

ANTI-MONEY LAUNDERING (AML) EXPECTATION

• The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

Education, Knowledge, Skills and Experience

• Bachelor’s degree in commerce/business related field.
• Have a minimum 5 years’ experience in corporate banking.
• Extensive knowledge and understanding of bank Credit risk management policies, and operation procedures.
• 2 years’ experience in Relationship Management with a proven track record of customer acquisition and management

Personal Attributes

• Goal focused and able to spot business opportunities.
• Builds networks and maintains strong relationships.
• Able to manage and influence others to achieve results.
• Has passion and drive to achieve results under difficult circumstances.
• Pleasant and able to relate well in diverse social set ups and teams.
• Upholds high standard of Professionalism, integrity and respect for others

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