Bank
Job Purpose
This role is responsible for the acquisition of Bank business and customer service in various segments such as Public Sector, Agric Business, Mid Corporates, Large & Global Corporates, Retail& SME’s and Treasury Sales.
Relationship Managers
Key Responsibilities
· Serve as the primary point of contact for mid-corporate clients and financial institutions.
· Build and maintain strong, long-term relationships with senior executives and decision-makers.
· Conduct regular client meetings to assess their business goals and financial needs.
· Understand the financial and operational challenges faced by mid-sized corporates and provide appropriate
· financial solutions.
· Advise clients on working capital management, business expansion, and risk mitigation strategies.
· Offer tailored products like term loans, working capital loans, trade finance, and treasury solutions
· Foster relationships with other financial institutions such as insurance companies, investment firms, and nonbanking financial companies (NBFCs).
· Collaborate on syndications, treasury services, or co-lending agreements.
· Identify opportunities to offer banking services, such as correspondent banking or cash management, to financial
· institutions.
· Identify and pursue business opportunities within the mid-corporate segment and financial institution space.
· Develop strategies to grow the client portfolio by acquiring new clients and expanding relationships with existing
· ones.
· Collaborate with product teams to customize solutions that fit clients’ specific needs.
· Evaluate the financial health of mid-corporate clients and financial institutions.
· Prepare credit proposals and conduct risk assessments to ensure sound lending practices.
· Collaborate with the risk management and credit teams to structure deals that mitigate potential risks.
· Monitor the performance of the mid-corporate and financial institutions portfolio, ensuring it meets profitability
· targets.
· Manage credit exposure, minimize bad debts, and maintain the quality of the portfolio.Provide timely updates on the performance of the portfolio and identify areas for improvement.
· Cross-sell the bank’s products and services, such as treasury management, FX solutions, and investment banking
· services.
· Work with product specialists to offer holistic financial solutions, including lending, cash management, and insurance.
· Identify opportunities to introduce new financial products and services tailored to the needs of mid-sized corporates and financial institutions.
· Stay informed on market trends, industry developments, and competitor activities in the mid-corporate and
· financial institutions segments.
· Conduct research to understand client industry sectors and tailor financial advice accordingly.
· Monitor global financial markets, interest rates, and regulatory changes that may impact clients.
· Ensure adherence to all regulatory requirements, including KYC (Know Your Customer) and AML (Anti-Money.Laundering) regulations.
· Maintain accurate documentation and ensure that all transactions comply with regulatory and legal standards.
· Keep abreast of changing regulations and update clients on how these may impact their business operations.
· Work with internal teams, such as credit, operations, and legal, to ensure smooth and efficient client service delivery
· Collaborate with product development teams to tailor solutions that address specific client needs.
· Engage with senior management to report on client portfolio performance and strategic opportunities.
· Relationship Managers – Large & Global Corporates
Key Responsibilities
• Act as the primary point of contact for large domestic and international corporate clients.
• Build and maintain long-term, strategic relationships with key decision-makers at multinational corporations.
• Understand the clients’ global business models, financial needs, and market strategies to provide relevant and timely financial solutions.
• Advise clients on international banking products such as trade finance, treasury services, global cash management,
and foreign exchange.
• Assist clients with cross-border transactions, international market expansion, and managing multi-currency accounts.
• Provide insights on global financial trends, regulatory environments, and geopolitical risks that may impact the client’s business.
• Manage and structure complex global transactions, including syndicated loans, project finance, and mergers and
acquisitions.
• Ensure seamless execution of cross-border financial operations by coordinating with global teams and product
specialists across regions.
• Identify and pursue opportunities to expand the bank’s presence with global corporate clients.
• Develop and implement strategies to acquire new multinational clients and expand relationships with existing ones.
• Collaborate with international teams to offer customized financial products and services that address both global
and local needs.
• Evaluate the financial performance and creditworthiness of large multinational corporations.
• Prepare credit proposals, conduct risk assessments, and recommend appropriate credit structures based on
global market conditions.
• Manage the client portfolio, ensuring profitability while maintaining high standards of credit quality and minimizing
risk.
• Promote a wide range of international financial products and services, including lending, trade finance, cash management, and investment banking.
• Work closely with product specialists across regions to offer customized solutions that fit the unique needs of
global clients.
• Identify opportunities to cross-sell additional products, including treasury services, capital markets solutions,
and hedging strategies.
• Stay informed about global economic trends, regulatory changes, and market dynamics that may impact large
corporate clients.
• Conduct global market research to anticipate the needs of multinational corporations and identify business opportunities.
• Ensure compliance with local and international regulatory requirements, including KYC (Know Your Customer),
AML (Anti-Money Laundering), and other global regulatory frameworks.
• Maintain proper documentation for cross-border transactions and client onboarding, adhering to both local and international legal standards.
• Work with international teams, including relationship managers and product specialists from different regions, to
• provide a seamless global service.
• Collaborate with internal departments such as legal, compliance, and operations to ensure efficient service delivery.
• Participate in global corporate strategy meetings to align client needs with the bank’s overall business goals.
• Monitor client satisfaction and address issues or concerns promptly.
• Ensure the client’s banking experience is seamless across different regions and business units.
Qualifications and Experience
ZAQA VERIFICATION/EVALUATION CERTIFICATES – THIS IS MANDOTROY
Grade 12 Credit or above, mandatory in Mathematics and English and any other three subjects.
Degree in Business Administration or a relevant field or professional qualification from a recognized university.
ZAQA VERIFICATION/EVALUATION CERTIFICATES – THIS IS MANDOTROY
Relevant banking qualifications will be an added advantage.
Candidates that meet the above requirements, Please send your application document to: [email protected]. The closing date in 10th April 2025