Monday 3 April 2023

Relationship Manager – Select Banking at l&M Bank Tanzania Limited April, 2023

  AjiraLeo Tanzania       Monday 3 April 2023
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l&M Bank (T) Ltd
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Relationship Manager – Select Banking
Relationship Manager – Select Banking at I&M Bank Limited
Dar es Salaam
I&M Bank (T) Limited
I&M BANK TANZANIA It’s Banking… But Better.
Consumer Banking · Dar es Salaam, Ilala
Job Purpose

  • Provide a relationship-based offering to high net-worth affluent individuals through a proactive, highly responsive personal approach to meet the financial needs and service
  • expectations of high net-worth individuals.
  • Proactively promote a relationship-based offering through operating as a dedicated and
  • primary point of contact for the customer and providing financial solutions which meet the
  • customer’s expectations in accordance with the segment value proposition.
  • Maintain a high level of integrity, professionalism and ethical standards whilst building.
  • valuable long-term relationships with customers.

Key Responsibilities:
  • Acquire new customers (high net-worth affluent individuals) as per the criteria outlined
  • in the Select Banking segment value proposition.
  • Pro-actively identify cross-sell opportunities within own portfolio of customers to
  • maximize life cycle opportunities. Be guided by the segment value proposition and sales
  • targets as to what the priority products are both from a bank and customer perspective.
  • Conduct a needs analysis with all new and existing customers to ensure that product
  • opportunities identified are appropriate to meet the customer’s needs and priorities.
  • Comprehensively explore customers’ short and long term financial goals/aspirations and
  • keep up to date with changes in the financial needs and financial position of customers.
  • Pro-actively manage the portfolio to maximize revenue for the Bank (referring to fees,
  • margins and sales), minimize costs and risks, whilst maintaining and entrenching the
  • customer’s relationship with the Bank appropriately.
  • Establish, build and strengthen one-on-one relationships with customers, based on
  • mutual respect, to retain customers and gain word-of-mouth referrals.
  • Place equal emphasis on investment (non-borrowing) and borrowing customers.
  • Conduct a comprehensive calling/contact management programme for all customers
  • within own portfolio supported by call reports that document any issues and future
  • opportunities identified
  • Commitment to Service excellence and superior service delivery aligned to SLA’s and
  • turnaround time commitments.
  • Ascertain when customers require specialist advice and arrange appropriate.
  • introductions with specialists. Generate and pass on leads. Follow up to ensure that the
  • customer is satisfied with the service received.
  • Determine when new or existing customers require Business Banking or CIB expertise.
  • and arrange introductions accordingly.
  • Interact and build strong working relationships.
  • with Branch Managers and Corporate Banking colleagues to entrench the holistic
  • customer relationship with the bank.
  • Interact frequently and build strong working relationships with enabler and fulfilment
  • functions (including credit specialists, product specialists and wealth specialists) to
  • shorten turnaround times and SLA’s are adhered to.
  • Establish and build knowledge and understanding of product and credit application
  • processes to eliminate reworking and ensure acceptable turnaround times for
  • customers
  • Take responsibility for the integrity of all data pertaining to the portfolio.
  • Monitor initial activation and usage of transaction accounts and proactively take steps
  • to mitigate dormancy.
  • Cooperate and work effectively with others in pursuit of team goals by sharing
  • information, providing support, showing care and being considerate of other team
  • members

Risk Management

  • Develop, update and maintain risk procedures and systems with respect to risk
  • identification, risk assessment, risk monitoring, risk mitigation strategies and risk
  • reporting.
  • Ensure effective adoption and utilization of risk management tools
  • Drive remediation of risk management exceptions identified during audit or risk reviews
  • Promote risk management culture.

Academic / Professional Qualifications
  • Bachelor’s Degree in business management, marketing, economics, accounting, finance or any other related field

Working Experience Required
  • 3 years banking/ service experience, preferably dealing with high net-worth individuals
  • in a portfolio context.
  • Strong sales background.
  • Experienced in upholding the highest levels of service
How to Apply:

Thanks for reading Relationship Manager – Select Banking at l&M Bank Tanzania Limited April, 2023

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