Relationship Officers - Portfolio

Principle Accountabilities

• To track daily transaction numbers. 
• To set up and train customers to use the alternative channels and the systems. 
• To champion for the product visibility and branding. 
• To assist the team in market storms and activations 
• To track activity from specific activations to ensure that the bank gets value for the budget spent. 
• To look out for cross sell opportunities from the clients visit. 
• To assist in solving customers issues and track feedback. 
• To ensure that merchants clients are equipped with the required tools of trade. 
• To monitor the entire bank tills portfolio to track transactions and dormancy. 
• To call the clients whose transaction volumes have gone down. 
• To provide customer visits to the merchants. 
• To manage the newly onboarded tills before being graduated to the SME team. 
• To work with the DPA team to champion for higher product intake and increase the product per customer. 
• To call and drive tills usage and promote cash transaction on tills whose vintage is above one year. 

Key Competencies and Skills 

Technical Competencies  

• Strong communication & presentation skills 
• Strong co-ordination skills 
• Analytical Skills: 
• Interpersonal skills: 
• Negotiation and Selling Skills: 
• Leadership and management skills is an added advantage:  

Minimum Qualifications, Knowledge and Experience 

Experience  

• Minimum of 3 years’ experience in banking with direct responsibility for SME sales. 
• Analytical skills, conversant will sales dashboard generation. 
• Data analysis skills. 

Education  

• A Degree in a business-related field from a recognized institution