Premier Relationship Manager at
2 months ago
Job Summary:- Responsible for recruiting and managing a portfolio of premier clients by providing a top-notch financial planning service focused on building strong relationships.- Engage with existing bank customers and external clients to achieve significant sales and high client satisfaction.- Manage client relationships proactively on a mobile basis, meeting clients at their preferred times and locations.
Key Accountabilities/Deliverables/Outcomes:
Relationship Management and Cross-Selling (Time split 85%):
- Be the primary point of contact for customers in the portfolio
- Proactively recruit clients, including referrals and family banking strategy
- Ensure portfolio meets CLM Engaged measures for funding, digital usage, and product holding
- Drive cross-sales targets and engage business specialists as needed
- Maintain regular contact with clients, update calendar/diary, and follow Premier Customer Engagement procedures
Business Management (Time split 10%):
- Maintain targeted business results for income, balance sheet, costs, client satisfaction, and recruitment
- Review portfolio regularly and adhere to Absa Premier guidelines and regulatory standards
Risk and Controls (Time split 5%):
- Ensure full compliance with regulatory requirements and internal policies
- Understand and manage risks relevant to the role
Role/Person Specification:
Preferred Qualification:- Bachelor's Degree from a recognized university
Preferred Experience:- Approximately 2 years of team leader experience- Track record of success in sales and service- Experience in handling customer complaints and operational risks- Previous roles like Personal Banker Team Leader or Prestige Team Leader
Knowledge and Skills:
- In-depth knowledge of Absa Africa retail products and services
- Familiarity with technical systems like Flex, BOC, IBOC
- Understanding of retail network business processes and audit requirements
- Awareness of Absa Africa's risk policy and retail strategy
- Knowledge of local competitor market and team leadership
Behavioural Competencies:
- Communication and Presentation
- Planning
- Relationship management
- Team building
Technical Competencies:
- Resource management
- Business management
- People Management
- Performance management
- Business awareness
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