Senior Relationship Officer-HNI

JOB PURPOSE

The job holder is responsible for managing client relationships and High Net Worth Individuals to achieve the set sales targets and wallet share and ensure sustained business growth and profitability in the assigned customer segment. To sell, cross/upsell and deliver excellent sales and service of the bank’s products and services whilst building long-term profitable customer relationships.

KEY RESPONSIBILTIES

Branch strategic input and planning
Business Growth & Development
Marketing & Brand Management
Relationship Management & Customer experience
Branch Operations
Personal Leadership & Development
Risk & Compliance
Branch Strategic input and planning:

Contributes to the completion of the branch operational plan by preparing and implementing an individual business plan that encompasses strategies for performance on branch growth objectives.
Formulate and implement personal initiatives for assigned and new business portfolio aimed at increasing new business and share of wallet from existing clients.
Prepares a personal action plan that contributes to the overall branch budget.
Business Growth & Development: