Account Relationship Manager – Private Banking at CVPeople Tanzania

Filed in Opportunities by on January 28, 2023 0 Comments

Private Banking at CVPeople Tanzania

Account Relationship Manager – Private Banking

CVPeople Tanzania | Full time

Dar es Salaam


  • 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.


Private Banking at CVPeople Tanzania


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