KEY RESPONSIBILITIES
- Manage the portfolio in liaison with the Relationship Manager and in their absence, assume full responsibility of the assigned portfolio.
- Run with a customer experience initiative to build customer loyalty and upselling of KCB products and services to the allocated portfolio
- Providing an interface between the Bank, existing and prospective customers in order to maintain good customer relations and meet customer needs within the strategic objective of the Bank.
- Grow the banks liability book and help attain capital adequacy ratios on the balance sheet.
- Regular monitoring of inflows and outflows on the assigned portfolio in order to achieve healthy downstream growth of value chain. I.e. Funds for onwards lending to customers of our clients
- Acquisition of new customers and offer advisory services on the unique products and services offering to them.
- Achieve set income targets i.e. interest income, fees and commissions, forex income.
- Daily monitoring of accounts to ensure all accounts are within the approved limits.
- Continuous follow up with branches, treasury, Trade finance, transactional banking to act on customers instructions.
- Prepare daily and monthly monitoring reports on liability, asset & incomes for the assigned portfolio.
EXPERIENCE
Total Minimum Years of Experience- 3years
