Job Summary
Responsible for marketing the Bank’s products and managing customer relationships through proactive and consultative approaches to acquire profitable new business, retain existing business relationships and maintain high-quality portfolios geared towards the realization of the Bank’s mission and vision.
- Minimum Qualification : Bachelors
- Experience Level : Mid level
- Experience Length : 3 years
Job Description/Requirements
Position: Relationship Manager – Liabilities
Reports to: Manager Liabilities
Department: Institutional Banking and Liabilities
Job Summary: Responsible for marketing the Bank’s products and managing customer relationships through proactive and consultative approaches to acquire profitable new business, retain existing business relationships and maintain high-quality portfolios geared towards the realization of the Bank’s mission and vision.
Key Responsibilities
- Acquisition of profitable new business relationships to achieve defined sales targets with major focus on liabilities to grow the market share in line the Bank’s strategic direction.
- Grow assets as per set targets.
- Identify business opportunities within the existing portfolio and establish mechanisms of growing customer relationships with the Bank.
- Manage and mine assigned deposit portfolio as per the branch attached.
- Market all Bank products to the market in line with the Bank’s defined segments, set targets and strategic objective.
- Make daily, weekly, monthly and quarterly customer visits and call reports in a bid to monitor and grow the customer base.
- Responsible for supporting and growing the business of the branch one is attached to.
- Prepare weekly activity reports and submit them to the Team Leader Liabilities SME.
- Review and maintain a comprehensive database of existing relationships / prospects and establish ways of retaining and growing the portfolios in compliance with the Bank’s policies and procedures.
- Recommend changes required to meet the set targets and customer expectations in line with the Bank’s policy and procedure.
- Carry out account plans and visits for all customers within the Portfolio.
- Cross selling all Bank products. e.g FX, Trade Finance etc.
- Attend all weekly business meetings and always keep time.
Education.
- A Bachelors’ degree in a Business Related field.
- Professional qualification in banking e.g MBA as added advantage.
Experience.
- Minimum of 3 years’ work experience in a similar role, in a financial institution
Skills And Competencies.
- Leadership and Team building
- Good Interpersonal skills
- Negotiation skills
- Creativity and passion for Business Development
- Relationship Management Skills
- Marketing skill
- Excellent communication skills
Interested candidates should send their application letters together with their curriculum vitae to the Head of Human Resources at recruitment@cbu.co.ug no later than 5 pm, Thursday
30th January, 2025.
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