New career at HF Group

Banking jobs, Business-related jobs,

Relationship Manager -Ultimate Banking 

Principle Accountabilities
Relationship Management and Customer Service  

  • Provide clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank, and build client loyalty.
  • Identify financial and non-financial requirements for clients by conducting a financial needs analysis.
  • Ensure clients are aware of all financial services offered by the bank; drive a full-service bank agenda.
  • Use systems effectively for customer contact management, sales, and service activities.
  • Ensure delivery of service promises for improved customer satisfaction levels.
  • Minimize client attrition.
  • Ensure that set Complaint Management processes are followed and TATs are met.

Business Development

  • Source New Business from clients through referrals, marketing activities, and personal contacts.
  • Develop the customer base and expand the unit’s business growth through marketing of the banking products and services.
  • Enhance HFC personal Banking sales and revenues and promote cross-selling of bank products to all existing clients.
  • Achieve Revenue goals, Sales and Portfolio growth targets across a range of products and services.
  • Achieve Product holdings per customer growth targets
  • Ensuring revenue growth through customer acquisition, new need identification, product cross-sell, and re-engineering increased product usage for existing clients.
  • Participate in cross-departmental customer calls for marketing initiatives.
  • Drive segment-based focus on products and conduct branch product trainings.
  • Complete the training programs allocated in line with your Role.


  • Ensure that the target market selection criteria are adhered to and that we are in full compliance with Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements.
  • Strong responsibility for ethical selling to customers with complete disclosure about products and services.
  • Ensure the portfolio allocated is closely monitored and the actions recommended are diligently executed.
  • Ensure the required approvals are obtained before authorizing payments.
  • Monitor overdrawn accounts and overdue loans and follow up with clients to regularize.
  • Ensure that accounts are not overdrawn without authorization.
  • Adhere to set processes and procedures.

Key Competencies and Skills
Technical skills

  • Knowledge of Banking and Business Operations: well-rounded knowledge of ALL the Bank’s operations and processes and excellent knowledge of Bank policies and procedures
  • Audit Standards and Legislations: Good knowledge of International Accounting and Audit Standards, and Legislations.
  • Compliance and Regulatory Framework: Good understanding of the regulatory issues, reporting and operational requirements as provided by CBK, KRA, KIB, etc.
  • Conceptual and Analytical Skills: Ability to quickly grasp and understand systems and keen attention to detail

Personal attributes

  • Communication and Interpersonal Skills: the ability to build rapport easily with customers, have well-developed oral and report-writing skills, and have the ability to work individually and as part of a team.
  • Results and Achievement-Oriented: strives to achieve results, enjoys measuring others, being measured, and being judged on performance standards.
  • Personal Ethics: Must be honest, fair, just, but firm with oneself, and of high integrity.
  • Negotiation Skills: You must be a good negotiator, particularly in changing behavior and work practices, but always seek a win-win outcome.
  • Excellent interpersonal skills  

Minimum Qualifications, Knowledge and Experience
Academic Qualifications:

  • Bachelor’s degree in a business-related field

Professional Qualifications:

  • CISI Certified Level 1 will be an added advantage

Work Experience:

  • Minimum 5 years experience in a similar job with a financial services institution.


UN Jobs Salary Scale | United Nations Salary Range

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