The Relationship Manager is responsible and accountable for originating Flow business within a sector.
This activity can be for new prospective clients and for existing clients through origination and cross-sell banking solutions.
They are responsible for originating flow business within the allocated clients as part of a cross-functional team.
Responsibilities
The ideal candidate will fulfil the role of a Relationship Manager, with the following Key Performance Requirements on Clients:
Client Strategy Execution:
In conjunction with the cross-functional team, implements the strategy for Flow activities
Must understand client Flow needs
Must understand sector and client value drivers
Participates in design sessions with all client interfacing teams in the Client Group, IBD, Markets & Transact business units and provides insights from the voice of the client
Contribute with relevant data & insights at the periodic strategy review & revision sessions led by the ICG Head/Senior Relationship Manager who has overall accountability for the client
Escalation contacts for Client Service issues in Flow activity
Holds the product houses accountable to solve services issues for clients within a reasonable period (doesn’t solve the issue themselves)
Participates in the Client Action Planning process for clients they are directly responsible for within assigned sector portfolio as part of a cross-functional team
Ensure on-going monitoring of the client which may include annual credit and pricing reviews, covenant requirements, allocation, and review of facilities
Accountable for ad-hoc and annual client pricing
Manage multi-disciplinary projects to ensure successful deployment of origination, implementation, and retention initiatives
Assess effectiveness of Relationship Management outputs and stakeholder engagement by measuring changes in revenue generation, qualified leads, client satisfaction (internal and external) and retention
Flow Business Origination/Business Development:
Formulating annual strategies with Senior Relationship Manager for the allocated client portfolio and new business for Flow activities
End-to-end management of the Flow sales process, anticipating client needs and responding with innovative solutions to client’s emerging needs
Ensures MIS information is accurate and reflects the converted opportunities
Data Analytics & Insights Generation:
Excel, PowerPoint, and Word proficiency
Work with data inputs e.g., MIS, Call Reports and Client Action Plan to build origination and growth projection models that are integrated and forward looking
Client Relationship System adoption and call report discipline
Financial Performance Management:
Delivers targets of Flow activity for client in portfolio (e.g., revenue growth, profitability, cross sell, retention, conversion, satisfaction, etc.)
Reviews overall client & sector performance and defines plans to optimize performance across all Flow product offering
Risk Aware / Management:
Manage and anticipate risk that may arise through our Flow activity with clients: AML, Credit, Exchange control risks, and covenants adherence.
Requirements
Qualifications:
Candidate should have a relevant graduate Degree and at least 5 -10 years of work experience preferably having worked in Asset management, commercial or corporate banking
Experience:
Candidate should have relevant experience in financial sector client base – Banks and non-bank financial institutions including:
Sound knowledge of general banking products and industry-specific knowledge.
Experience in customer acquisition/ sales, retention of designated client portfolio.
Strong communication skills, conceptual thinking coupled with strong analytical capability is required.
Report writing skills as well as presentation skills are essential. A high level of proficiency with
MS-Word, MS-Excel and MS-PowerPoint is required.
Application Closing Date
8th January, 2025.
How to Apply
Interested and qualified candidates should send their CV to: [email protected] using ''Relationship Manager - Institutional Sales'' as the subject of the email.
Note: Only qualified candidates with institutional sales experience in Financial services will be contacted.