Relationship Manager, Priority Banking

Standard Chartered Kenya, whose official name is Standard Chartered Bank Kenya Limited, but is sometimes referred to as Stanchart Kenya, is a commercial bank in Kenya.

Relationship Manager, Priority Banking

Job Summary

• The role holder will be responsible for establishing and maintaining strong client relationships which will translate into revenue and growth for the bank.

The growth metrics measured include:

• Portfolio growth

• Growth in products per client

• Increase in revenue per client

• Growth in number of clients

• Revenue growth

• Cost Management

• Service Excellence

• Operational Excellence and Compliance

Key Responsibilities

Engaging and deepening activities

• Methodically engage

• Have complete knowledge of the clients in terms of the profile & assets

• Create analytics-backed conversation

• Engage clients through the digital channels (calls, virtual meetings, webinars, email)

Needs/Anchor Products

• Individual banking products (Personal Loans, Current and Savings Accounts; Wealth Products

• Meet & deep sell

• Develop a comprehensive Account Plan for at least 20% of client base

• Meet virtually to meet advisory needs (once a quarter)

• Connect client with specialists

• Set up products Conduct/connect for periodic CDD reviews

• Conduct fulfillment & activate

• Services

• Refer most servicing activities to Client Service Manager

Acquiring on referrals

• Connect & prepare

• Connect & start up referred leads (including Business Client owners, CC and CIC C-level executives with more advanced needs)

• Explain proposition & requirements in full

Meet, deep sell & train (in person)

• Meet, listen and determine further needs

• Set up anchor products & initiate cross-sell

• Conduct/connect for CDD

• Educate and conduct initial set up for online, ATMs, Client Centre

Strategy

• Acquire new to bank clients

• Grow clients to be Assets Under Management Qualified ( 4M KES and above)

• Refer International banking clients

• Increase Wealth Penetration per customer

• Grow both deposits and Assets

• Ensure exemplary client experience

Processes

• Ensure each product solution follows the rightful channel for processing.

• Ensure Turn Around Time standards are followed.

Risk Management

• Responsible for identifying, assessing, monitoring, controlling and mitigating risks to the Group. Also, an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them•