Description
Location: Nairobi, Kenya
Function: Banking
Job Type: Full Time
About the Role
Absa Bank Limited (Absa) is a wholly owned subsidiary of Barclays Africa Group Limited. Absa offers personal and business banking, credit cards, corporate and investment banking, wealth and investment management as well as bancassurance.
Responsible for recruiting and maintaining a portfolio of premier clients, by selling a high-quality, relationship-oriented, financial planning service, supported by a dedicated Account Executive. Clients are recruited from the existing Bank customer base and externally with the aim of developing significant sales, and high levels of client satisfaction through a mutually beneficial relationship.
Job Description
Relationship Management and Cross-Selling: Time split 85%
- Be the first point of contact for customers in the portfolio
- Drive any required communication to customers in the portfolio
- Proactively target and recruit clients, through referrals from existing customer portfolios
- Proactively engage customers in existing portfolios to onboard close family members as part of the family banking strategy
- Ensure new customers meet CLM Involved measures upon handover from the Premier Acquisition team
- Complete a detailed Customer Discussion Document for new customers upon hand-over from the Premier Acquisition team
- Ensure the customer portfolio meets CLM Engaged measures
- Drive increased assets balance sheet per customer, liabilities balance sheet per customer and revenue per customer through continued customer engagements
- Monitor and ensure funding of Zero Balance Accounts, Low Funded Accounts, Inactive Accounts, and Overdrawn Accounts in your portfolio
- Ensure ongoing reviews of the Customer Discussion Document for each customer in the portfolio
- Actively drive cross-sale targets for the portfolio across product lines
- Proactive engagement of required business specialists to support the fulfillment of customer needs
- Manage the client portfolio, making proactive contact on a regular basis and meeting clients at their convenience
- Ensure customers in the portfolio are contacted/engaged as per the laid down Premier Customer Engagement procedures
Business Management: Time split 15%
- Ensure the targeted level of business results for the jobholder’s own portfolio are maintained
- Review portfolio on a regular basis recommending clients
- Adhere to standards, legal and regulatory, in accordance with the Absa Premier guidelines and Head Office instructions
Risk and Controls
- Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise-Wide Risk Management Framework and internal Absa Policies and Policy Standards.
Qualification
- Bachelor’s degree from a recognized university.
Preferred Experience
- Circa 2 years of team leader experience
- Record of achievement in a sales and service environment
- Experience in handling customer complaints
- Previous experience in handling operational risk issues
Application
Interested and qualified? Go to Absa Bank Limited on absa.wd3.myworkdayjobs.com to apply
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