10 th of Ramadan Relationship Manager

Sales

• Manage a portfolio of customers achieving revenue goals, sales/service and portfolio growth targets across a range of products and services for a specific pre-defined set of customers to create a profitable durable relationship
• Provide the assigned portfolio of affluent customers with personalized service so as to develop close relationships, achieve maximum profitable contribution for the bank and retain their loyalty
• Maintain a superior customer service experience including pre-empting issues and proactive servicing
• Ensure delivery of customer promise and practice brand values, Continue to maintain and improve the quality of service offered
• Maximize profitability from the priority base
• Actively identify new customers, grow affluent customers portfolio by introducing higher number of 'NTB' ‘new to bank’ affluent customers
• Up-sell and cross-sell other bank products and services to existing customers
• Minimize customer attrition
• Maintain customer contact
• Train and coach subordinates (Particularly new recruits + graduate trainees)
• Assist Branch manager in the setting of sales action plan related to the branch
• Periodical evaluation of performance level versus target
• Follow-up with other (Credit/ Operations) Departments, pipeline or tools available (Jupiter) on pending cases
• Follow-up / track in coordination with branch manager on the progress of outbound calls, referrals from teller counter, in addition to the preparation and submission of weekly activities

Quality & Service

• Ensure proper stationeries and merchandising in the Branch at all time
• Ensure that all customers’ requests/ inquiries are handled and covered with service Excellency
• Handle and escalate customer complaints as appropriate
• Responsible for the relationship area in terms of authorization ,custodies and review all related reports and business MIS/TIA logs, etc.
• Follow up with others, departments, pipeline credit/ operations dept. on pending cases

CBE, Compliance, Audit, Procedures

• Respond to Compliance Department requirements by obtaining proper approvals
• Authorize the non-financial tasks performed by all the relationship staff
• Ensure the implementation of all Bank policies / procedures / KYC compliance requirements are in place
• Respond/ rectify to all raised audit comments
• Ensure that the designation letter is followed based on set procedures & policies