Develop and implement strategies to attract and grow the target sector's banking portfolio of clients. Develop compelling customer value propositions (CVPs) and Customer Value management Programs that are constantly reviewed in line with market trends and deliver on budgets. Build and maintain strong relationships with key stakeholders.
Requirements
- Develop and implement strategies to attract and grow the target sector's banking portfolio of clients
- Develop compelling customer value propositions (CVPs) and Customer Value management Programs that are constantly reviewed in line with market trends and deliver on budgets
- Build and maintain strong relationships with key stakeholders
- Identify and assess the financial needs of clients and provide appropriate banking solutions
- Manage and monitor portfolio, ensuring compliance with internal policies and regulatory requirements
- Collaborate with other bank units and provide comprehensive banking services offering
- Ensure client expectations are met by liaising with operational and administrative teams and monitoring outputs as per service level agreements, credit, and corporate strategies
- Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and add value to the bank
- Support the achievement of the business strategy, objectives and values by reviewing the Bank and Business Unit Plan and ensuring systems, processes, services and solutions are aligned
- Thought leadership presentations at target sector forums
- Stay up to date on industry trends and regulatory changes affecting the target sectors and improve the CVPs and CVMs programmes
- Prepare and present regular performance reports on portfolio to senior management
- Identify training courses and career progression for self through input and feedback from HOD
- Ensure all personal development plan activities are completed within specified time frame
- Motivate staff to perform and contribute to the success of the business by creating a teamwork environment
- Stay abreast of developments in field of expertise, ensuring personal and professional growth
- Manage and develop a capable high-performing team
- Conduct career conversations, utilise the talent grid principles and develop talent retention programmes
- Share knowledge and industry trends with team and stakeholders during formal and informal interaction
- Obtain buy-in for developing new and/or enhanced processes (e.g., operational processes) and/or products that will improve the functioning of the bank business by highlighting benefits in support of the implementation of recommendations
- Ensure portfolio reports required by various stakeholders are submitted on time and meeting the required quality levels
- Mentoring and managing the Customer Service consultant assigned to the portfolio including setting targets and reviewing performance and agreed intervals
- Actively participating in weekly Sales and catch-up meetings for the bank and unit
- Building and maintaining effective cross-functional relationships with internal and external stakeholders
- Contribute to a culture conducive to the achievement of transformation goals by participating in the bank Culture building initiatives
- Participate and support corporate responsibility initiatives for the achievement of business strategy
