Account Relationship Manager – Private Banking at CVPeople Tanzania
Private Banking at CVPeople Tanzania
Account Relationship Manager – Private Banking
CVPeople Tanzania | Full time
Dar es Salaam
Responsibilities
- To achieve quality business growth for the Private Banking segment within assigned territory. The responsibilities incorporate marketing and selling personal banking products to existing and potential customers.
- In addition sustaining customer satisfaction, to retain existing customers and generate additional business from those customers; and acquiring new customers through prospecting and sales Activities
- Develop the Private banking customer base and expand the unit’s business growth through marketing of
- Personal banking products and services.
- Providing an interface between the bank and both existing and prospective customers to maintain good customer relations to meet the customer needs within the strategic objectives of the Bank.
- Credit appraisals and recommendation for existing and prospective customers under the various loan products and submit to the appropriate final approval authority within established turnaround time.
- Overseeing the relationship management of assigned customers and the running of the Private Banking Centre.
- Ensuring revenue growth through customer acquisition, new need identification, product cross-sell and re-engineering.
- Conduct initial screening interview with prospective customer and maintain familiarity with Customer’s pertinent documents.
- Ensure that the target market selection criterion is adhered to and that we are in full compliance with Know
- Your Customer (KYC) and Anti Money Laundering (AML) requirements.
- Ensure an effective call program is maintained on all allocated relationships and prospects.
- The calls should be recorded and filed.
- Participate in Corporate Bank and Institutional Bank customer calls for marketing initiatives.
- Manage all aspects of risk, including monitoring of advances portfolio, strict adherence to the provisions of the credit policy document to ensure minimal losses to the bank.
- Monitor closely all unsecured credit facilities and overdrawn accounts assigned to ensure that the accounts are properly conducted to avoid potential loss to the Bank.
- Ensure that renewals, extensions and cancellations of existing credit facilities are done before the expiry date.
Private Banking at CVPeople Tanzania
Knowledge and Experience
- University Degree – 2nd Upper Division or equivalent.
- At least 3 years successful experience in banking or customer relations, 2 of which should be in a Sales role.
- Certificate of Proficiency in insurance (COP) highly desirable. Successful candidates without COP.
- Qualifications will be required to sit and pass proficiency exam before confirmation on the role.
- Practical experience in use of Microsoft Office Packages.
