Account Manager

Our client is a Banking Institution in Uganda and is seeking to recruit result driven and motivated individuals for the Vacancy above;

Job Purpose:

Manage client relationships to achieve the set sales targets and wallet share and ensure sustained business growth and profitability in the assigned customer segment. To sell, cross/upsell and deliver excellent sales and service of the bank’s products and services whilst building long term profitable customer relationships.

Duties and Responsibilities:

Accountability: Sales & Marketing Management

• Put in place annually, an approved target market document with complete information on customer segmentation, target names, products, services, revenues and profitability.
• Deliver set targets for deposits, risk assets, transactions and revenue and the effective management of clients.
• Target assigned customer segments within allocated time and call frequency to generate profitable sales.
• Ensure proper booking of all transactions of customers including deposits, loans, revenues and costs and reconcile with Financial Control.
• Continually seek new opportunities to market services and bring in new customers by thoroughly understanding the marketing and economic environment.
• Maximum NPL of 3% of portfolio and 1% of portfolio revenues.
• Track and maintain allocated performance records including sales tracker, deposits, risk assets, provisions, incomes, costs and all relevant performance indicators on a daily, weekly, monthly, quarterly and annual basis including reconciliation with Financial Control.

Accountability: Relationship Management & Customer Service

• Deliver agreed customer and product sales, wallet share and profitability targets.
• Create and monitor customer sales program.
• Achieve minimum of 5 products per customer.
• Responsible for keeping self and supervisors up to date on competitor data and feedback provided for product and service changes or development.
• Achieve minimum customer satisfaction rating of ‘very satisfied’.
• Deliver appropriate product solutions and services to customers in order to deliver at least 75% of customer’s wallet.
• Develop strong internal relationships to support the successful servicing of customers and the delivery of sales targets.
• Build a strong local profile for self and bank through positive involvement in community activities.
• Own customer complaints and resolution process in portfolio and collect all past due obligations.
• Deliver agreed customer and product sales, wallet share and profitability targets.
• Create and monitor customer sales program.
• Achieve minimum of 5 products per customer.
• Responsible for keeping self and supervisors up to date on competitor data and feedback provided for product and service changes or development.
• Achieve minimum customer satisfaction rating of ‘very satisfied’.
• Deliver appropriate product solutions and services to customers in order to deliver at least 75% of customer’s wallet.
• Develop strong internal relationships to support the successful servicing of customers and the delivery of sales targets.
• Build a strong local profile for self and bank through positive involvement in community activities.
• Own customer complaints and resolution process in portfolio and collect all past due obligations.
• Advice/update customers on all tariffs, policies, procedures and any other changes to products or accounts.
• Ensure proper authorisation and contact customers with regard to confirmation limits and any other account management issues.

Accountability: Risk & Compliance

• Ensure all credit transactions and credit files in portfolio comply with the spirit and the letter of all applicable laws, regulations and institutional policies.
• Ensure compliance with operations risk e.g. KYC and anti-money laundering measures plus any other Group controls.
• Ensure all credit lines are current and all credit transactions are duly approved per policy within acceptable TAT.
• Constantly monitor credit portfolio to ensure maximum of 3% NPL and 1% of revenue.
• Operate within the set expense budget on a customer by customer basis.

Accountability: Administration & Teamwork

• Follow up on all pending transactions and ensure completion.
• Maintain customer profiles and files.
• Submit the following in a timely manner; daily planner, call memos, sales plans, forecasts, expense refunds etc.
• Provide feedback on performance of service providers.
• Provide feedback to various sectors on the performance of staff e.g. IT, Operations etc.
• Provide cover for other account managers or sales officers when necessary.
• Provide honest feedback on performance of colleagues.
• Share knowledge and best practice with team members.

Qualifications:

• Bachelors Degree / HND / Licence.
• Degree in Sales and Marketing or Commerce.
• Minimum 5 years of experience required.
• Sales experience in Financial environment.

How to Apply:

Please follow the instructions as stated below as failure to do so could lead to disqualification.

1. Send an Application letter and CV/Resume.

2. Merge these two documents into one document in either word or pdf format.

3. Do not attach or send any scanned documents, these are sometimes too large for our inbox.

4. Include the job title and/or reference number in the subject line of the email address and send your application by email to ebankjobs@nftconsult.com

5. Only successful candidates will be contacted. For all other inquiries please contact our offices directly.