Ultimate Banking Relationship Managers

HFCB Kenya Limited is a financial institution founded in 1965, specializing in banking and financial services.

The Relationship Manager is primarily responsible for servicing and managing client relationships by engaging them, identifying their needs and providing them with the appropriate products, services and solutions from the entire range of HFCB Banking products. The role holder is responsible for driving profitable revenue and volume growth from their portfolio with a focus on new acquisition, deepening of existing customer relationships and cross sell thereby increasing customer share of wallet with the Bank.

1. Cross-selling of HFCB’s products by establishing new relationships in order to grow both the assets and liabilities book.
2. Portfolio management – closely manage the top 50 customers with a portfolio not exceeding 200 customers.
3. Deputize the BBM when they are not there to drive the Bank’s strategy and execute the objectives.
4. Manage the high-net-worth customers of the Bank.
5. Deposit mobilization, asset growth, manage revenue drivers, and grow the PPC.
6. Maintaining customer relations by regular contact to ensure customer satisfaction and business continuity.
7. To review account opening forms and loan applications by scrutinizing the documents to ensure they are KYC compliant.
8. To check data entry by verifying the data captured against source documents to ensure accuracy in data capture.
9. To analyze mortgage loan applications by interviewing the customers.
10. To identify customers’ borrowing needs by interviewing so as to ensure selling of the right mortgage product.
11. To safeguard Bank assets by being a dual custodian to minimize frauds and losses.

1. Bachelor’s degree in a business-related field
2. Master’s Degree will be an added advantage
3. Retail Banking Associate (RBA UK) or a similar qualification
4. Customer Relationship Management Course
5. CISI Certified Level 1 will be an added advantage
6. Minimum of 3 years’ experience in a similar role
7. Strong understanding of banking products, policies, procedures services, and CBK Prudential Guidelines
8. Selling and Negotiation skills
9. Basic accounting skills
10. Analytical Skills
11. Team Work and Interpersonal skills
12. Leadership Skills
13. Demonstrate Integrity and Professionalism
14. Good communication Skills both written and verbal