Relationship Manager, Institutional Banking at United Bank for Africa (UBA) Kenya

JOB OBJECTIVE(S)

• Develop business prospects across target markets, specifically NGOs, SACCOs, and other institutional clients.
• Manage and grow existing relationships with NGOs, SACCOs, and other financial institutions, ensuring continuous income generation and strong business partnerships.

JOB DESCRIPTION
Role and Responsibilities

• Conduct political, economic, social, and technological analysis to identify emerging opportunities and risks within the NGO and SACCO segments.
• Develop business prospects across target markets, focusing on NGOs, SACCOs, and institutional clients.
• Develop and refine marketable products tailored to NGOs and SACCOs to enhance competitiveness and market positioning.
• Initiate business proposals and proactively pitch solutions to prospective and existing NGO and SACCO clients.
• Identify, prioritize, and manage banking relationships with targeted NGOs and SACCOs to drive growth and expansion.
• Appraise funding requests, credit lines, and FX requirements from NGOs and SACCOs, recommending appropriate solutions.
• Assess risk assets related to NGO and SACCO partnerships and recommend mitigation strategies.
• Identify opportunities for additional revenue generation by establishing and nurturing strategic partnerships.
• Expand the customer base by marketing tailored banking products and services to NGOs and SACCOs.
• Review the financial performance of NGO and SACCO clients and recommend credit facilities to support their operations.
• Liaise with clients' financial managers to ensure smooth banking operations and provide advisory services.
• Conduct regular client visits and document engagement activities through call memos.
• Ensure customer satisfaction through prompt resolution of issues and continuous engagement to foster repeat business.
• Provide insights on new market opportunities and contacts relevant to NGOs and SACCOs.
• Manage client relationships, develop account plans, and deliver customized financial solutions

EXPECTED OUTCOMES JOB REQUIREMENTS

• Achievement of sales targets within the NGO and SACCO segments.
• Competitive positioning within the industry through strategic partnerships.
• Growth in the number of new alliances and relationships with NGOs and SACCOs.
• Quality of risk asset appraisals and fundingsolutions provided.
• Increase in business volume and financial performance from NGO and SACCO partnerships.

EDUCATION REQUIREMENTS

• Minimum educational level – B.sc in any relevant area of discipline
• Higher degrees/ Masters/Professional certifications would be an advantage

EXPERIENCE

• Minimum requisite experience – 5 years’ relevant experience
• Have banking operations, trade finance and correspondent bank experience
• Demonstrated experience in managing NGO and SACCO clients.

COMPETENCIES

Knowledge:

• Deep understanding of the NGO and SACCO sectors and their financial needs.
• Strong knowledge of financial services, credit appraisal, and trade finance.
• Familiarity with financial regulations affecting NGOs and SACCOs.
• Market intelligence in institutional banking.

Key Skills:

• Excellent analytical skills, and be able to process problems and reach conclusions quickly
• Excellent numerical skills
• Good communication skills
• Strong networking skills
• Achieving targets within tight deadlines
• Leadership skills