Relationship Manager – Consumer Banking

Basic Purpose

Oversee, manage, and monitor relationship management within the consumer banking unit. Manage Relationship Managers and Relationship Officers to grow the consumer banking business and support bank strategic planning through the branch network. Manage end-to-end business relationships with all stakeholders and branches to foster smooth sales and retention initiatives. Design and execute sales action plans for consumer products across the network.

Main Duties and Responsibilities

• Drive mortgage sales to achieve set targets for both New-To-Bank (NTB) and existing customers
• Identify and acquire New-To-Bank (NTB) customers
• Promote mortgage products including home purchase, construction, refinancing, and equity release
• Build and maintain a strong pipeline of potential clients to ensure active management and target achievement
• Identify customer needs, assess their risk appetite, and provide appropriate investment options
• Provide regular updates to clients regarding market changes and portfolio adjustments
• Achieve healthy revenues while ensuring client profitability
• Focus on client mining and stay informed of market news, financial trends, and current affairs
• Conduct regular client meetings and maintain meeting documentation
• Maximize reach of investment ideas and stock calls initiated
• Assist in new client acquisition and build relationships to increase depth in existing accounts
• Attend post-result conference calls and analyst meetings for improved client servicing
• Cross-sell third-party investment products including mutual funds and other offerings

Employment Details

• Employment Type: Full-Time
• Location: Dar es Salaam, Tanzania
• Organization: Equity Bank Tanzania
• Categories: Banking, Management, Sales & Retail, Business Operations, Finance