Business Banking Relationship Manager/ Senior Relationship Manager (Obour/ Merryland/ October)

Job Purpose:

Acquires & grows base of BB customers in order to meet KPIs set.

Build strong & long-term business relationship with targeted business banking customers by offering best in class financial service.


Key Accountabilities:

  • Achieve KPIs by strictly following his key performance activities ( KPAs).
  • Report his KPAs on weekly basis to the business banking area manager.
  • Personally and proactively build the branch business banking portfolio of asset and liabilities.
  • Enhance Business banking revenue by maximizing direct revenue from fees and commissions
  • Keeps updated and learns in-depth the more complicated products offered by the competition.
  • Grows the number of new account relationships via conversion of branch walk-ins, customer referrals, marketing leads and self-generated leads.
  • Proactive in assessing financial needs of customers.
  • Responsible for achieving & delivering his/her targets in terms of acquisition, liabilities, asset and fee income for his/her Advising Zone.
  • Assisting the Business banking Area Manager in periodically evaluating performance levels as defined in the business plan.
  • Totally responsible for business banking customer complete satisfaction for his advising zone.
  • Proactively solve customers’ problems and provide customer technical advice.
  • Follow up with others (Credit/ Operations) Departments, pipeline or tools available (Jupiter) on pending cases.
  • Achieving target sales activities of (outbound calls, sales visits, cross sell ratio to walk-in customers) as defined in the commercial action plan.

Quality & Services

  • Ensure proper stationeries and merchandising in the Branch at all-time guided by communication plan.
  • Ensure handling and covering all customer requests/ inquiries to ensure services excellencies
  • Efficiently handle customer’s complaints, escalating as appropriate.
  • Responsible for operations of (Express Banking, Advisory) in terms of authorizations, custodians and reviewing all related reports.
  • Regularly promote the usage of other delivery channels via day-to day contacts with the customers.
  • Ensure continuous flow of appointments at Advising Zone.

CBE, Compliance, Audit, Procedures

  • Responding to Compliance Dept. requirements in terms of obtaining proper approvals
  • Ensure implementation of all Bank policies / procedures / KYC compliance requirements are in place
  • Ensure following set procedures / policies as per designation letter.
  • Ensure full adherence to credit policies and required documentations.
  • And any other assigned tasks.


Experience and other requirements

Minimum 4 years of experience out of which 2 years relevant banking experience in BB or SME’s (Relationship Officer – Credit Analyst – Senior Customer Service)

Credit Course is a must

تاريخ النشر: ٢٩ سبتمبر ٢٠٢٤
الناشر: LinkedIn
تاريخ النشر: ٢٩ سبتمبر ٢٠٢٤
الناشر: LinkedIn