Relationship Manager- Transactional Banking

BANK OF AFRICA UGANDA

Position Function

To grow and constantly monitor the non borrowing portfolio to ensure maximum profit generation and follow-up on internal processes to ensure 100% service to all existing clients.

Key Responsibilities

To build a quality relationship with customers by cross selling liabilities & institutional products and seeking to improve the profitability of the relationship.
Establish and develop effective tools to monitor the growth and performance of the Transactional Banking portfolio.
Formulate and discuss with Management your unit’s business strategy and liaise with Management to ensure full understanding of business strategy, plans, products, performance and risk-related issues at business unit level; and communicating these to the relevant Functional Teams.
To ensure that the Bank remains protected in its dealings with the customers by identifying and reporting risks that may result out of a transaction or relationship.
Appraising opportunities for synergy with liability and institutional customers, keeping frequent documented reports /visits /contracts of all relationships with Bank’s management, other units; either directly or through indirect reports.
Assist in the preparation of sales documents that help in the process flow for faster closure of deals. Such may include preparing proposals, agreements and memos for Managerial approval and sign off.
Maintaining the highest standards of customer service in order to maximize the returns from identified relationships and attract new business from targeted customers in terms of developing a marketing plan and marketing.
Gather and analyze monthly reports and prospects, laying out strategies on a way forward to attract liabilities from the market.
To provide a one stop centre for our liability /institutional customers on all services they seek to enjoy with the Bank by leading them to the right relationship contact at all times.

Required Qualifications and skills

A bachelor’s degree in a Business related field.
At least 7 years’ experience in a financial institution
Exposure to sales, customer service and relationship management.
Good understanding of Commercial and Retail banking products, Operations and Services

Application deadline: 29 May 2025

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