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Prime Relationship Manager (3954)
Job Expired
- Market the full range of products & service to Prime clients’ segmentation and contribute effectively in achieving the prime budget while identifying and meeting customer needs through acting as a financial advisor to the assigned customers
- Manage and increase the portfolio by acquiring NTB prime customers and cross sell EG-Bank services and products to existing and prospective customers in addition to work on increasing the AUMs while managing the cost of the new/existing fund
- Serve new, existing prime clients and institutional relationships within the Area through providing them with a comprehensive advisory services and a full suite of financial products and services considering the clients risk profiles
- Acquire new clients as well as broadening existing client relationships (greater share of wallet and higher cross sell ratios) through Focusing on AUM (Asset Under Management) and footings growth and appropriate assets of the Branches assigned to them to achieve the Area target
- Work closely with the Assistant RM and provide to coach, guide and develop and provide any required on the job support.
- Update all KYC for clients within the assigned portfolio and ensure that all documents related to those clients are available in order to comply to KYC and AML regulations.
- Handle all Prime customers’ inquiries and complains and ensure resolving them efficiently within the set TAT while delivering a consistent and tailored prime management service to prime clients and developing a long term, in depth client relationship.
- Analyze portfolio performance statistics to better understand customer behavior and plan for future activities with a continuous focus towards helping the client to adapt to changes in personal circumstances and financial environment
- Review daily inflows/outflows of the assigned portfolio to retain clients and avoid losing funds and report any anomalies to the Senior Relationship Manager
- Ensure that customers are receiving a superior service and aligned with EG-Bank guidelines, services standards and CBE regulations
- Respond positively and diligently to colleagues and coordinate and communicate effectively with the Branch staff and support units to ensure that customers’ requests are processed timely and effectively.
- Conduct an in-depth market scan on competitors offering within the prime proposition and provide recommendations to the Senior Relationship Manager on improvements.
- Prepare a daily sales report inclusion all sales activity and call reports to share it with the assigned Area Manager.
Qualifications and Experience:
- Bachelor’s degree in Commerce, Business Administration, Accounting or its equivalence, CF21 Investment Advisor and CFA is considered a plus
- 3 to 6 years of experience in any retail field preferred exposure with portfolio management
- Successful track record of sales and aggressive targets achievements
- Experience in Retail & Customer Service areas is a must especially with Prime clients
Skills:
- Very Good writing, communication and presentation skills
- Strong Analytical and Numerical Skills
- Self-driven and results oriented with a positive outlook and clear focus on delivering results.
- Multitasker & ability to work under pressure
- Sales & Target Oriented
- Hard worker & Energetic
- Client Focus
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