Relationship Officer, UHNI
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- SBO Job
Location:
Lagos and Abuja. Job Overview: To grow the bank's UHNI customer base by acquisition of new customers via direct cold calls, referrals and leveraging the bank's value chain whilst sustaining existing relationships.
Key Responsibilities
• Actively source, prospect, and acquire new UHNI clients, leveraging existing networks and professional referrals
• Prepare call plans
• Follow through to ensure identified prospects are converted
• Identify customer needs and proactively seek to provide products/ services to meet the anticipated needs
• Participate in regular review of customer segment marketing strategies / customer plans and make appropriate improvement suggestions
• Pay regular visits / make calls to key decision makers in the value chain of existing customers with a view to improving or maintaining good relationships.
• Develop competences as might be required by the bank, Group Head and Relationship Manager
• Monitor and evaluate own portfolio performance.
• Perform other duties as assigned by the Relationship Manager and/or Group Head, Private Banking. Requirements Skills/Competencies Required Skills
• Excellent customer relationship development/management
• Strong customer service orientation
• Knowledge and understanding of Private Banking, Wealth Management, and the Retail market
• Products Knowledge
• Presentation and Selling skills
• Credit appraisal and analysis Skills
• Good negotiation, problem-solving and conflict resolution
• Excellent communication and interpersonal skills
• High level of professionalism and discretion
• Attention to detail Qualifications & Experience
• Bachelor's degree in any relevant field
• Minimum 3-4 years of relevant experience
• Relevant professional certification will be an added advantage.
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