Virtual Relationship Manager at I&M Bank

Job Purpose:


The incumbent is responsible in establishing and maintaining a professional relationship with all stakeholders (Client, Bank personnel, product providers and Support staff) via virtual channels.


Key Responsibilities:


Driving client product holding through effective over the telephone sales on existing customer base by achieving monthly sales targets on accounts, loans, cards and insurance as agreed with I&M Bank and to be communicated by line manager.
Driving positive Net Promoter Score in management of portfolio customers.
Collecting & submitting required and complete customer documentations for purposes of customer identification and processing.
Providing all necessary declarations and disclosures to customers being onboarded in line with I&M Bank's policies and procedures and Central Bank of Kenya Prudential guidelines.


Academic Qualifications & Experience Required:


A bachelor's degree in a business-related field.
3-5 years of experience in similar role.


Knowledge & Skills:


Negotiation Skills.
Interpersonal Skills.
People Management Skills.
Effective relationship building skills.
Sales skills.


Competencies:


Achieving personal work goals and objectives.
Coping with pressures and setbacks.
Entrepreneurial and commercial thinking.
Deciding and initiating action.
Delivering results and meeting customer expectations.
Persuading and influencing.
Relating and networking.