{"id":1272,"date":"2025-04-14T16:00:20","date_gmt":"2025-04-14T16:00:20","guid":{"rendered":"https:\/\/jobs.dataaxisnode.com\/tanzania\/job\/relationship-manager-select-banking-at-im-bank\/"},"modified":"2025-07-07T00:50:13","modified_gmt":"2025-07-07T00:50:13","slug":"relationship-manager-select-banking-at-im-bank","status":"expired","type":"job_listing","link":"https:\/\/jobs.dataaxisnode.com\/tanzania\/?post_type=job_listing&p=1272","title":{"rendered":"Relationship Manager \u2013 Select Banking at I&M Bank"},"content":{"rendered":"

Job Purpose
\nSALES AND RELATIONSHIP BUILDING
\n\u2022 Responsible for client Relationship Management within the assigned portfolio through
\nsustaining customer satisfaction, retain existing customers and generate additional
\nbusiness; acquire customers through various sales activities.
\n\u2022 Responsible for growing high net worth clients\u2019 Assets and Liabilities from Public Sector,
\nGovernment, Institutional, Corporate and SMEs.
\nKey Responsibilities\/Tasks
\n\u2022 Responsible for Portfolio growth (Assets, Liabilities, Investment products and
\nInsurance) through customer visits, sales, and retention.
\n\u2022 Continuously monitor utilization of credit facilities and other products such as
\noverdrafts. Identify and resolve under utilization by contacting customers to
\ndetermine the reasons and escalating service issues .
\n\u2022 Customer retention, maximizing benefit from customers through cross-selling
\nrelevant I&M Bank products in the segment.
\nClassification: Public
\nKey Responsibilities\/Tasks
\n\u2022 Organize\/propose quarterly events for customers within the region for more effective
\nengagement and relationship enhancement in order to improve the I&M Bank brand
\nimage in the market.
\nCUSTOMER SERVICE
\n\u2022 Ensure quality of service in the portfolio and management of customer expectations
\nthrough effective queries, complaint, and correspondence handling in a timely
\nmanner as per service operating standards.
\n\u2022 Conduct initial screening interviews with prospective clients and maintain familiarity
\nwith customers\u2019 relevant documents.
\nRISK AND CONTROL
\nManage risk and control effectively by applying applicable risk frameworks and
\nembedding a positive risk culture.
\n\u2022 Understanding of own role in the end to end processes in which you play a part,
\nincluding applicable risks and controls.
\n\u2022 Adhere to I&M Bank policies and procedures applicable to own role, demonstrating
\nsound judgment and responsible risk management.
\n\u2022 Report all risk events \/ incidents \/ issues using the defined process for your business
\narea and help to understand why these happened and how to prevent them in future.
\nProactively look for ways to improve the control environment by considering what
\ncould go wrong in the processes you operate and how errors could be prevented.
\n\u2022 Continuous and proactive engagement with regulatory bodies, unions where applicable
\n\u2022 All mandatory training completed to deadline.
\nSTAFF MANAGEMENT
\n\u2022 Achieve agreed sales targets for new accounts, cards, assets and liabilities through a
\nproactive calling program.
\n\u2022 Guide and coach other bank employees (personal bankers and customer service
\nOfficers) on how to handle Select Banking clients.
\n\u2022 Ensure an effective call program is maintained on all allocated relationships and
\nprospects. The calls should be recorded and filed.
\n\u2022 Keep abreast of the rapid pace of product\/service development, suggest possible best
\nsolutions for improving offerings to Select banking clients.
\n\u2022 Manage Portfolio movement reports, revenue per customer and take action on any
\nabnormalities observed.
\n\u2022 Review reports from branches indicating income levels of existing personal banking
\nclients and identify names that could be migrated to select banking.
\nSkills, Knowledge and Abilities
\n\u2022 Thorough knowledge of bank products, operations, regulations, and specific markets
\nfor Select Banking clients
\n\u2022 Excellent interpersonal and communication skills with the ability to build trust with
\nhigh-net-worth individuals.
\n\u2022 Strong knowledge of financial products, investment strategies, and wealth
\nmanagement services.
\n\u2022 Demonstrated experience in managing investment portfolios and providing
\npersonalized financial advice.
\n\u2022 Understanding of financial regulations and compliance in the private banking sector.
\n\u2022 Ability to work under pressure and manage complex client needs.
\n\u2022 Strong negotiation skills
\n\u2022 Excellent problem solving and decision-making skills
\n\u2022 Effective Client relationship management
\n\u2022 Decision making skills.
\n\u2022 Ability to strategize and interpret long term business plans.
\n\u2022 Some knowledge of competitor offerings in the high-net worth segment.
\nAcademic \/ Professional Qualifications
\n\u2022 Bachelor\u2019s degree in finance, Business, Economics, or a related field. A master\u2019s
\ndegree or professional certifications (CFA, CFP) is a plus
\nWorking Experience Required
\n\u2022 5 years banking\/ service experience, preferably dealing with high net-worth individuals
\nin a portfolio context.
\n\u2022 Strong sales background.
\n\u2022 Experienced in upholding the highest levels of service.
\nSharing is Caring! Click on the Icons Below and Share<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"https:\/\/imbank.bamboohr.com\/login.php?r=%2Fsettings%2Faccount%2Fsuspended","_company_name":"I&M Bank","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[11],"job-categories":[],"job-types":[12],"class_list":{"0":"post-1272","1":"job_listing","2":"type-job_listing","3":"status-expired","4":"hentry","5":"job_listing_region-tanzania","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/tanzania\/wp-json\/wp\/v2\/job-listings\/1272","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/tanzania\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/tanzania\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/tanzania\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/tanzania\/wp-json\/wp\/v2\/media?parent=1272"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/tanzania\/wp-json\/wp\/v2\/job_listing_region?post=1272"},{"taxonomy":"job_listing_category","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/tanzania\/wp-json\/wp\/v2\/job-categories?post=1272"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/tanzania\/wp-json\/wp\/v2\/job-types?post=1272"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}