The Regional Relationship Manager for Public Sector and Institutions is responsible for building and managing rapport with Public Sector and Institutional clients. The primary goal is to ensure optimum customer acquisition, retention, and income generation from the sale of appropriate assets, liabilities, and other bank products tailored to these sectors.
Key Responsibilities
- Relationship Management: Manage ongoing relationships with existing Public Sector and Institutions partners and leverage these relationships to create a greater collective impact.
- Strategic Partnerships: Manage strategic partnership agreements within the Public and Institutions Sectors.
- Reporting: Provide timely and accurate reporting of pipelines, strategic partnerships, and customer relationship management activities.
- Strategy Development: Develop individual strategies with clear action plans to ensure the achievement of desired results.
- Deposit Growth: Grow the existing deposit book according to set organizational targets through the expansion of current accounts, collection business, and wholesale deposits from the Public and Institutions Sector.
- Client Onboarding: Onboard new clients by developing and maintaining a pipeline of prospective clients within the sector to ensure sustainable portfolio growth.
- Customer Needs Assessment: Identify and address assigned customer needs, ensuring products or services align with customer expectations and service terms.
- Guidance and Advice: Provide specialist information, guidance, and advice to customers, delivering excellent service to resolve queries and achieve high satisfaction.
- Sales Coverage Planning: Prepare customer sales coverage plans to ensure relationships are managed according to the Equity Bank customer service charter, with regular reviews of portfolio potential.
- Business Proposals: Identify and develop new business proposals efficiently to ensure opportunities are not lost to competitors.
- Compliance: Ensure adherence to all bank prescribed processes, standard operating procedures, and central bank requirements.
- Collaboration: Maintain excellent working relationships with team members for overall departmental goal achievement.
- Regulatory Standards: Ensure all new businesses comply with AML/KYC and CTF laws and regulations, keeping customer information updated.
- Corporate Values: Role model the brand and corporate values of the Bank internally and externally.
Qualifications and Experience
- Bachelor's degree in Commerce or a Business-related field.
- A minimum of 5 years of experience in the Banking Industry.
- Relevant experience in Customer Relationship Management, product knowledge, and risk management within the Public and Institutions Sector (Both National and County Governments).
- Sound knowledge of the Banking Act and the regulatory framework in the Financial Services Industry.
- Sound knowledge of the Public Finance Management Act 2012.
Key Skills and Competencies
- Ability to apply financial knowledge and skills to achieve business goals.
- Expertise in identifying and minimizing potential and inherent risks in banking.
- Effective communication skills with the ability to explain complex business issues.
- Proven track record of motivating, managing, and developing teams to achieve results.
- Proficiency in using Banking and office management systems.
- Goal-focused with an ability to identify business opportunities.
- Strong networking and relationship-building skills.
- Influence decisions at senior management levels.
- High standards of professionalism, integrity, and respect for others.
How to Apply
Interested and qualified candidates should apply online through the Equity Bank career portal on Taleo via the application link provided below.
