Relationship Manager - Business Banking (Nanyuki)
2025-06-19T17:20:44+00:00
HF Group
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https://www.hfgroup.co.ke/
FULL_TIME
Kenya
Nairobi
00100
Kenya
Finance
Commercial Banks
2025-06-30T17:00:00+00:00
Kenya
8
Principle Accountabilities
Acquisition: Business Development
- To ensure growth of Branch SME portfolio (NFI, deposits and assets) through the acquisition of new to Bank customers through the Business sales officers and lead generation
- Actively generates referrals to all business partners in the bank to help meet the comprehensive financial needs of entrepreneurs or borrowing entity.
- To ensure acquisition of customers to digital channels i.e Internet Banking, WHIZZ and other platforms.
- To effectively manage and expand the relationships with existing SME banking clients and bring in new partnerships from existing portfolio so as to ensure business growth and continuity.
Portfolio profitability (Cross-sell & Retention)
- Grow SME customer portfolio size (Product per customer, Non-funded income, deposits and assets) by deepening existing customer relationships
- Ensure a clear retention plan for overall portfolio deposits and loans for the segment, to execute this plan in conjunction with the Branch Managers.
- Monitor account planning for all clients that will assist in advising on potential financial solutions based on identified needs
- Assist in Resolving client queries in a timely and appropriate manner
- Assist in collaborating with product specialists, to deliver effective customer solutions.
- Ensure Fulfillment of minimum customer relationship touch points – e.g., 1 visit every quarter and 1 call and email a month depending on customer segment
- Prepares and submits all reports may prepare management reports summarizing individual and team loan activity
- Ensure all customers are on-boarded on a digital platform i.e. WHIZZ, Internet banking
- Ensure Product Per Customer of 5 across the portfolio
- To understand nature of businesses, their life-cycles and the various product offerings that can be given to the customer.
- To evaluate credit proposals and ensure the credit applications process on a timely basis within the Bank’s set turnaround times.
Customer and Market:
- Maintaining/ Updating customer data on parameters such as Business turnover/ directors details etc
- Ensure all customer engagements are recorded accordingly
Compliance:
- To ensure compliance with both internal and external regulatory requirements.
- To continuously follow business operational and credit policies ensuring their compliance.
Other
- To safeguard and promote the bank’s image with the general public.
- To assist in other issues, aspects such as issue resolution and activities related to credit support and product partners to support our growth strategy.
- Meets regularly with internal referral sources to establish business relationships and develops network of outside referral sources for new business.
Key Competencies and Skills
Competencies required for this Role
- Deciding and Initiating Action
- Delivering Results and Meeting Customer Expectations
- Entrepreneurial and Commercial Thinking
- Negotiation Skills
- Planning and Organizing
- Presenting and Communicating Information
- Relating and networking
- Working with people
Minimum Qualifications, Knowledge and Experience
Education, knowledge, skills and experience required for this Role
- Bachelor’s degree in any field
- 5-year experience in managing clients
- Excellent interpersonal skill
- Excellent communication and presentation skills
Acquisition: Business Development To ensure growth of Branch SME portfolio (NFI, deposits and assets) through the acquisition of new to Bank customers through the Business sales officers and lead generation Actively generates referrals to all business partners in the bank to help meet the comprehensive financial needs of entrepreneurs or borrowing entity. To ensure acquisition of customers to digital channels i.e Internet Banking, WHIZZ and other platforms. To effectively manage and expand the relationships with existing SME banking clients and bring in new partnerships from existing portfolio so as to ensure business growth and continuity. Portfolio profitability (Cross-sell & Retention) Grow SME customer portfolio size (Product per customer, Non-funded income, deposits and assets) by deepening existing customer relationships Ensure a clear retention plan for overall portfolio deposits and loans for the segment, to execute this plan in conjunction with the Branch Managers. Monitor account planning for all clients that will assist in advising on potential financial solutions based on identified needs Assist in Resolving client queries in a timely and appropriate manner Assist in collaborating with product specialists, to deliver effective customer solutions. Ensure Fulfillment of minimum customer relationship touch points – e.g., 1 visit every quarter and 1 call and email a month depending on customer segment Prepares and submits all reports may prepare management reports summarizing individual and team loan activity Ensure all customers are on-boarded on a digital platform i.e. WHIZZ, Internet banking Ensure Product Per Customer of 5 across the portfolio To understand nature of businesses, their life-cycles and the various product offerings that can be given to the customer. To evaluate credit proposals and ensure the credit applications process on a timely basis within the Bank’s set turnaround times. Customer and Market: Maintaining/ Updating customer data on parameters such as Business turnover/ directors details etc Ensure all customer engagements are recorded accordingly Compliance: To ensure compliance with both internal and external regulatory requirements. To continuously follow business operational and credit policies ensuring their compliance. Other To safeguard and promote the bank’s image with the general public. To assist in other issues, aspects such as issue resolution and activities related to credit support and product partners to support our growth strategy. Meets regularly with internal referral sources to establish business relationships and develops network of outside referral sources for new business.
Bachelor’s degree in any field 5-year experience in managing clients Excellent interpersonal skill Excellent communication and presentation skills
JOB-685446ec7342f
Vacancy title:
Relationship Manager - Business Banking (Nanyuki)
[Type: FULL_TIME, Industry: Finance, Category: Commercial Banks]
Jobs at:
HF Group
Deadline of this Job:
Monday, June 30 2025
Duty Station:
Kenya | Nairobi | Kenya
Summary
Date Posted: Thursday, June 19 2025, Base Salary: Not Disclosed
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JOB DETAILS:
Principle Accountabilities
Acquisition: Business Development
- To ensure growth of Branch SME portfolio (NFI, deposits and assets) through the acquisition of new to Bank customers through the Business sales officers and lead generation
- Actively generates referrals to all business partners in the bank to help meet the comprehensive financial needs of entrepreneurs or borrowing entity.
- To ensure acquisition of customers to digital channels i.e Internet Banking, WHIZZ and other platforms.
- To effectively manage and expand the relationships with existing SME banking clients and bring in new partnerships from existing portfolio so as to ensure business growth and continuity.
Portfolio profitability (Cross-sell & Retention)
- Grow SME customer portfolio size (Product per customer, Non-funded income, deposits and assets) by deepening existing customer relationships
- Ensure a clear retention plan for overall portfolio deposits and loans for the segment, to execute this plan in conjunction with the Branch Managers.
- Monitor account planning for all clients that will assist in advising on potential financial solutions based on identified needs
- Assist in Resolving client queries in a timely and appropriate manner
- Assist in collaborating with product specialists, to deliver effective customer solutions.
- Ensure Fulfillment of minimum customer relationship touch points – e.g., 1 visit every quarter and 1 call and email a month depending on customer segment
- Prepares and submits all reports may prepare management reports summarizing individual and team loan activity
- Ensure all customers are on-boarded on a digital platform i.e. WHIZZ, Internet banking
- Ensure Product Per Customer of 5 across the portfolio
- To understand nature of businesses, their life-cycles and the various product offerings that can be given to the customer.
- To evaluate credit proposals and ensure the credit applications process on a timely basis within the Bank’s set turnaround times.
Customer and Market:
- Maintaining/ Updating customer data on parameters such as Business turnover/ directors details etc
- Ensure all customer engagements are recorded accordingly
Compliance:
- To ensure compliance with both internal and external regulatory requirements.
- To continuously follow business operational and credit policies ensuring their compliance.
Other
- To safeguard and promote the bank’s image with the general public.
- To assist in other issues, aspects such as issue resolution and activities related to credit support and product partners to support our growth strategy.
- Meets regularly with internal referral sources to establish business relationships and develops network of outside referral sources for new business.
Key Competencies and Skills
Competencies required for this Role
- Deciding and Initiating Action
- Delivering Results and Meeting Customer Expectations
- Entrepreneurial and Commercial Thinking
- Negotiation Skills
- Planning and Organizing
- Presenting and Communicating Information
- Relating and networking
- Working with people
Minimum Qualifications, Knowledge and Experience
Education, knowledge, skills and experience required for this Role
- Bachelor’s degree in any field
- 5-year experience in managing clients
- Excellent interpersonal skill
- Excellent communication and presentation skills
Work Hours: 8
Experience in Months: 60
Level of Education: bachelor degree
Job application procedure
Interested and qualified? Go to HF Group on www.hfgroup.co.ke to apply
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