Relationship Manager

KBZ Bank

Pabedan | Yangon

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Relationship Manager

KBZ Bank, Pabedan | Yangon

APPLY HERE

Relationship Manager

KBZ Bank

APPLY HERE

Relationship Manager

KBZ Bank

Myanmar - Yangon

Pabedan | Yangon

10 Apr 2024

APPLY HERE

Experience level

Manager

Job Function

Sales, Business Development

Job Industry

Banking/ Insurance/ Microfinance

Min Education Level

Bachelor Degree

Job Type

Full Time

Job Description

An Exciting Opportunity for ...

Manage the HNI portfolio of the wealth segment.
Increase the relationship value (deposit base) of the customer and the HNI customer base in the branch.
Improve EP per customer by increasing the holdings of deposit products and improving penetration of product holding across the bank (such as each customer should go from having say 2-3 products on average to 4-6 products with the bank).
Source NTB customers through referrals and other promotional activities.
Ensure the HNI portfolio of the branch is growing month on month and win back any lost deposits.
Increase the NPS score of the customer base by a pre-agreed percentage.
Work closely with the SA/ Branch Operation Team/Branch Incharge.
Maintain the Contacts with customers as per the defined relationship matrix.
Meetings can also be conducted at the branch in the Branch Incharge room or closest premium banking center to the Branch.
Nurture and upgrade existing customers to move to the next level of UHN/HNW offering.
Pro-actively engage with customers to understand and analyze their needs, problems and interests to help the bank develop new products, services and interest group based exclusive events & activities for these clients.
Maintain customer dossiers as defined by Wealth BU and update information in the CRM.
Sales targets for Cross-Sell & Up-sell/ Revenue based targets to be met as per balanced score-card (e.g. increase in balances would be the primary objective, however there would be targets for other products as well).
Review product penetration for assigned client base and identify customers for enhancing product penetration.
Ensure KYC/AML and other norms are strictly adhered to and customer contact information is kept up to date.
Activation of KBZPay / IM banking and other digital channels for each and every UHN/HNW customer and enabling bio-metric/facial recognition.
Organize and host customer events for deepening relationships in close coordination with Branch Operation team/Wealth BU.
Provide advisory service for customers to be a successful business, linking them to other businesses, helping customers to meet with the bank’s policies in their financing needs for business expansion.
Also Offer and meet targets for non-Deposit product’s alike Insurance and other products introduced from time to time.
Other duties as assigned.

Open To

Male/Female

Job Requirements

5+ years banking experience and min 3 years as an Relationship Manager.
Graduate or Prefer MBA.
Fluent in local language and English Language (Reading, Writing, Speaking and Listening).
IT skills are also beneficial – MS Office.
Proficient negotiation and sales/relationship management skills essential.
Must have Myanmar business network contacts and market data of competition.
Understand the HNI segments likes/dislikes/preferences.
Knowledge of Banking, Investments, Insurance, Securities and Fx.
Understand SME lending, an advantage.
Should have managed HNI customers in current/earlier role.(To undergo strength finder assessment).