Relationship Manager, Client Coverage-Diaspora

 Job Objective 

Equity Investment Bank is a leading provider of brokerage, asset and wealth management products and services. It offers a range of retail & institutional investment banking products and services through the branches spread across Kenya and in the Diaspora. We are currently looking to fill the role of Relationship Manager, Client Coverage Diaspora.

 The Relationship Manager, Client Coverage/Sales will define and execute strategic client plans that will ensure the development of strong business relationships and the delivery of profitable and integrated Bank products and services, with the purpose of ensuring client profitability, increased revenue, risk optimization and enhanced customer experience. 

 Key Roles and Responsibilities 

• Execution of strategic client and desk plans. 
• Continuously research and analyze the clients’ business context, operations, and financial performance.  
• Regularly communicate investment opportunities to existing client base. 
• Develop critical relationships with clients, regularly define and communicate commercial opportunities for existing clients. 
• Oversee the execution of client investment activities in line with developed strategic client plans. 
• Coordinate relevant programs for each client/channel aimed at driving growth and customer satisfaction. 
• Develop in-depth knowledge of the client’s investment strategy and business.  
• Support the Sector Head in the overall management and coordination of the client relationship and client/sector strategy. 
• Drive and own annual budgets, monitor actual performance against budget, drive product cross-sell and client profitability. 

Qualifications

Competencies 

• Focused attention and efforts on understanding the Diaspora customers, the various segments and proactively addressing different customer/client needs. 
• Self-confident and actively curious, seeking a deeper, broader, and more objective understanding, upon which to base commercial acumen, strategic decisions, and actions. 
• Initiative-taking in identifying business opportunities or barriers to business performance and addressing them. 
• Understanding the line-of-sight between strategy and organizational implementation. 
• Ability to forge relationships with assigned clients by delivering solutions suited to their strategy. 
• Financial acumen. 

Qualifications 

• First degree in Business related degree eg in Finance, Economics, Accounting, or other relevant degree. 
• Minimum of 3 years’ experience in the client service environment.