Rose Avenue Consulting Group is a financial management, strategy and consulting firm that combines deep industry knowledge with specialized expertise in corporate finance, strategy and research. Together with our clients and partnering companies we address our client’s most critical issues and challenges. RACG aims to provide a globally consistent set o...

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Relationship Manager – Churches, Schools and Organizations

Job TypeFull Time

QualificationBA/BSc/HND , MBA/MSc/MA

Experience10 years

LocationNairobi

Job FieldBanking

Job Responsibilities

SALES AND RELATIONSHIP MANAGEMENT

• Manage existing relationships.
• Devise and propose service development initiatives.
• Advise on areas such as service enhancement within the sector.
• Attain targeted sales goals, performance targets, and customer satisfaction through the effective management of available resources.
• Review Account Plans for all sector customers with a view to enhancing business volumes and earnings.
• Conduct joint sales with other business and product teams with emphasis on cross-selling to increase wallet share for Ecobank.

BUSINESS DEVELOPMENT

• Implement marketing strategies to develop existing portfolio and development of new opportunities.
• Understand customer needs and provide products and services to satisfy client needs and achieve business objectives.
• Develop executive contact plan and arrange customer meetings with segment head or head of CMB.
• Prepare and agree with the segment head on account plan as well as appropriate credit grade, and maximize returns in line with overall CMB business strategy.

CREDIT PROCESS

• Assess risk and business strategies of sector players in line with the bank's target market and risk appetite agreed with credit risk.
• Be aware and fully understand all terms and conditions required to facilitate good credit origination, processing, and relationship management.
• Provide financial information for use in preparation of credit facilities.
• Maintain financial records for all borrowing customers.
• Ensure no loss of existing public sector relationships.
• Ensure any adverse effects noted on any credit facilities advanced are promptly escalated and addressed as per the credit policy.

JOB CONTEXT

Requires a customer-focused approach, with the ability to proactively address customer issues and escalate to the Public Sector Head or Head of CMB where necessary, to ensure strong public sector relationships and high service quality while optimizing revenue generation.

The incumbent will frequently be required to provide information relating to changes within the sector.

Other Requirements

EXPERIENCE

• At least 10 years of banking experience with minimum 5 years sales experience with good sales track record, preferably in Commercial, Institutional or Corporate Banking.
• Ability to interact and negotiate with the clients.
• Customer focused & results orientated.
• Good verbal and written communication skills.
• Ability to pull together various resources to sell and deliver customer solutions.
• Good organizational and time management skills are highly desirable.
• Result driven team player.
• Inclusive, flexible, savvy and sensitive to client culture.

EDUCATION

• Bachelor's/Master's degree in Business Administration, Banking, Economics, Marketing or related field of study.

PERSONAL ATTRIBUTES

• Cooperative working style and strong communication skills are required, in order to develop and maintain effective working relationships both externally and internally.
• Strong interpersonal and communication skills

• Manage existing relationships.
• Devise and propose service development initiatives.
• Advise on areas such as service enhancement within the sector.
• Attain targeted sales goals, performance targets, and customer satisfaction through the effective management of available resources.
• Review Account Plans for all sector customers with a view to enhancing business volumes and earnings.
• Conduct joint sales with other business and product teams with emphasis on cross-selling to increase wallet share for Ecobank.
• Implement marketing strategies to develop existing portfolio and development of new opportunities.
• Understand customer needs and provide products and services to satisfy client needs and achieve business objectives.
• Develop executive contact plan and arrange customer meetings with segment head or head of CMB.
• Prepare and agree with the segment head on account plan as well as appropriate credit grade, and maximize returns in line with overall CMB business strategy.
• Assess risk and business strategies of sector players in line with the bank's target market and risk appetite agreed with credit risk.
• Be aware and fully understand all terms and conditions required to facilitate good credit origination, processing, and relationship management.
• Provide financial information for use in preparation of credit facilities.
• Maintain financial records for all borrowing customers.
• Ensure no loss of existing public sector relationships.
• Ensure any adverse effects noted on any credit facilities advanced are promptly escalated and addressed as per the credit policy.

• Ability to interact and negotiate with the clients.
• Customer focused & results orientated.
• Good verbal and written communication skills.
• Ability to pull together various resources to sell and deliver customer solutions.
• Good organizational and time management skills are highly desirable.
• Result driven team player.
• Inclusive, flexible, savvy and sensitive to client culture.
• Cooperative working style and strong communication skills are required, in order to develop and maintain effective working relationships both externally and internally.
• Strong interpersonal and communication skills

• BA/BSc/HND , MBA/MSc/MA
• Bachelor's/Master's degree in Business Administration, Banking, Economics, Marketing or related field of study.