Virtual Relationship Manager – I&M Bank, Nairobi

Job Purpose:

• The successful candidate will be responsible for establishing and maintaining professional relationships with all stakeholders, including clients, bank personnel, product providers, and support staff, through virtual channels.

Key Responsibilities:

• Drive client product engagement through effective telephone sales to the existing customer base, achieving monthly sales targets for accounts, loans, cards, and insurance as set by I&M Bank and communicated by the line manager.
• Enhance the Net Promoter Score by effectively managing portfolio customers.
• Collect and submit complete customer documentation for identification and processing purposes.
• Provide all necessary declarations and disclosures to customers being onboarded, in accordance with I&M Bank’s policies and the Central Bank of Kenya’s Prudential guidelines.

Academic Qualifications & Experience Required:

• A bachelor’s degree in a business-related field.
• 3-5 years of experience in a similar role.

Knowledge & Skills:

• Strong negotiation skills.
• Excellent interpersonal skills.
• People management capabilities.
• Effective relationship-building skills.
• Proven sales skills.

Competencies:

• Achieving personal work goals and objectives.
• Ability to cope with pressures and setbacks.
• Entrepreneurial and commercial thinking.
• Decisive and proactive in taking action.
• Delivering results and meeting customer expectations.
• Persuasion and influence skills.
• Networking and relationship management.