Related Jobs

Hiring Kenya » Relationship Manager -Ultimate Banking

Relationship Manager -Ultimate Banking

Nairobi, Kenya
This Job has Expired
Company Details
Industry: Banking
Description: OSIEA is a part of the global Open Society Foundations network. Founded in 2005, OSIEA plays an active role in encouraging open, informed dialogue about issues of public importance. We support individuals and groups to participate in matters that affect them in order to demand fair treatment, delivery of services and accountability from their leaders and institutions. Our Mission & Values We promote democratic governance, justice and human rights, respect for the rule of law, and the protection of the rights of minorities. We also partner with minority communities on the fringes of society; those most subject to violence, discrimination and stigma. We believe there is space for all of us. At OSIEA, we make it possible for the smallest bird to sing on top of a tree. Our organizational values are the lens through which we do our work on integrity, accountability (to each other and to others), celebration of diversity and collegiality. We seek possibility; the question is more important than the answer. Our strategy For the past decade (2005- 2016), OSIEA has supported what many saw as lost and unpopular causes. Over the years we have successfully nurtured and supported movements for persons living on the margins of society such as sex workers, people living with HIV, persons with disabilities, LGBTI persons, and injecting drug users. With our partners in settings such as Kenya, South Sudan, Sudan, we have stood on the side of justice and accountability for serious human rights violations. OSIEA now has a new strategy. The primary and over-arching goals in our new strategy (2017-2020)are protection of human rights, the rule of law and equal access to justice; protection of the rights of the marginalized communities particularly women, pastoralists, persons with disabilities, people who use drugs, and LGBTI persons; and advancing accountability, fair distribution, and sustainable use of resources.
Job Description

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
Education: Degree, Diploma
Employment Type: Full Time
Contact Information
Name: Hiring Kenya

⚠️Report job

⚠️Safety Tips: Never pay anyone for job application, test or interview. A genuine employer will never ask you for the payment in anycase.

Disclaimer & TOS: Semasocial is an exclusive platform that ought to help jobseekers. We restrict any endorsement that demand for money and strictly advice against sharing personal or bank related information. If you notice deception or fraudulent, send us an email at For further details, please contact us »