Premier Relationship Manager

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Job Summary

Responsible for recruiting and maintaining a portfolio of premier clients by selling a high quality relationship-oriented financial planning service
• Clients are recruited from the existing Bank customer base and externally with the aim of developing significant sales and high levels of client satisfaction through a mutually beneficial relationship.
• The client relationship is managed on a highly proactive and ongoing basis over an extended period. Whilst part of a team, the jobholder operates on a mobile basis, by meeting clients at times at locations convenient to the client.

Job Description

Sales and Services: Time split 70%

• Proactively target and recruit clients.
• Maintain Relationship Plans for all customers in the portfolio such that contact with customers is prioritized
• Satisfy clients’ ongoing financial planning needs through the sale of appropriate products and services.
• Optimize portfolio potential in conjunction with Product Owners and MCR - planning/ undertaking effective marketing campaigns.
• Establish and develop sales opportunities to meet the clients’ needs by introducing and working in conjunction with segment specialists.
• Manage the client portfolio by making proactive contact on a regular basis and meeting clients at their convenience.
• Generate and attend to leads and sales by building effective working relationships with branches within catchment areas, Corporate Sector etc...
• Generate referred business by encouraging existing clients to make recommendations.
• Deal with and find resolutions for customer complaints

Accountability Business Management: Time split 20 %

• Research ,create and follow up on a list for potential new businesses..
• Review portfolio on a regular basis by recommending clients.
• Adhere to legal and regulatory standards in accordance with the Absa Premier guidelines and
• Head Office instructions.

Risk and Control: Time split 10 %

• Ensure that all activities and duties are carried out in full compliance with regulatory requirements,
• Enterprise-Wide Risk Management Framework and internal Absa Policies and Policy

Preferred Education:

• Higher Diplomas in Business, Commerce and Management Studies or similar field.

Knowledge and Skills:

Technical Skills/ Competencies

• People Management with Strong Leadership.
• Business awareness.
• Performance management.
• Relationship management.
• PC skills.
• Communication and Presentation.
• Business management.
• Resource management.
• Team building.

Knowledge, Expertise and Experience

• • In-depth knowledge of the full range of Absa bank (Seychelles) retail product set and service including
• an overview of corporate and small business services.
• • Detailed understanding of the retail network business processes and operating procedures.
• • Thorough knowledge of operating instructions and audit requirements.
• • Good understanding of Absa bank (Seychelles) risk policy.
• • Awareness of Absa bank (Seychelles) retail strategy, operating structures and interfaces.
• • Knowledge of Absa bank (Seychelles) people policy and procedures.
• • Understanding of the local competitor market.

Education

Higher Diplomas: Business, Commerce and Management Studies (Required)