Relationship Officer (Private Banking Club)

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Relationship Officer (Private Banking Club)

  • Post Date:January 2, 2023
  • Views 557
0 Applications
  • Career Level Officer
    Qualification Degree
    Experience 1-3 Years
  • Industry Banking
Job Description

Business Unit: Retail Banking
Geographical Area: Zimbabwe (Bulawayo)
Department: Retail & Business Banking
Vacancy Manager: Branch Manager

Purpose of the job

Develop mutually beneficial long-term relationships with the bank’s Private Banking customers

Main Focus Areas

  • Sales activity planning to support branch sales strategy
  • Conduct sales visits and presentations of bank products to prospective leads
  • Timeous processing of branch applications for products and services
  • Management of a portfolio of customers including revenue generation and accountability.
  • Drive the BancABC customer experience ensuring the delivery of quality advice, recommendations and solutions to customers.
  • Continually identify opportunities for improvements intended to grow the reputation of BancABC segments service and proposition.
  • Adopt a “hands on” approach to client contact and follow up to support relationship management of portfolio.
  • Develop an in-depth knowledge and understanding of the markets, banking and other products and services in order to match our offering with client needs.
  • Take ownership of, and delivery of individual sales and revenue targets.
  • Effectively manage referred clients to deliver financial targets.
  • Provide a first-class level of service to ensure that clients are satisfied and continue to do business with BancABC. Additionally, generate target market referrals as a result.
  • Maintain and update accurate client information.
  • Act in accordance with all regulatory, compliance, CRM and KYC policies (both internal and external) and communicate to clients as appropriate.
  • Build productive relationships with referral sources, within the branch network, instilling a sense of teamwork and pro-activity with client referral.
  • Pro-actively participate as a member of the Relationship Management team contributing towards team targets and promoting teamwork.
  • Contribute effectively to team activities including the generation of new sales ideas and initiatives.

Qualifications and Work Experience

  • Degree in Accounting, Business Studies, Economics, Marketing
  • IOBZ Diploma is an added advantage
  • A minimum of 1 year experience in a Sales/Relationship Management or similar role.
  • Demonstrated success in a Relationship Management, sales background preferably within the Mass Market segment.

Skills and Competencies:

  • Positive attitude.
  • Efficient time management.
  • Ambitious and energetic, able to get things done.
  • Confident and resilient.
  • Excellent communicator and motivator.
  • Fluent in English, both spoken and written [other language depending on the country].

Job Related Knowledge

  • Broad based knowledge of financial products and services, financial markets and economic environments.
  • Knowledge of respective operational and regulatory environment.
  • Ability to research and aggressively source new business through own initiatives.
  • Demonstrated ability to network and build own portfolio of contacts to maximize referral network.

Interested applicants who meet the job requirements should e-mail their CVs to [email protected] attaching all your academic certificates and National ID with the Heading: “Relationship Officer” Private Banking.


Closing date: 03 January 2023 16:30 hrs.