Relationship Manager -Institutional Banking at Family Bank Ltd

Family Bank (formely Family Finance Building Society) was registered as a Building Society in October 1984 in Kenya, under the Building Societies Act and commenced operations in the early 1985. Family Bank converted into a fully fledged bank in May 2007 and the main driver for our conversion was the need to offer a wider range of products and services to our customers.

Reporting to: Manager-Corporate

Job Purpose:

The purpose of the role is to build and manage rapport with Fund Managers, Insurances, Private investors and High Net worth clients so as to ensure optimum customer acquisition, retention and growth of the deposit book of the bank.

Key Responsibilities:

  • Marketing for sustainable growth and overall stability on the liabilities side of the bank’s balance sheet through growth of current account/collection business as well as wholesale deposits from institutional clients
  • Aggressive sales call plans to achieve large prospects.
  • Developing forecasts/quantify the expected business from prospective client
  • Identify market and book new liability business
  • Manage a designated portfolio of customer relationships in order to identify and address customer needs, ensuring that the overall service provided is in line with customer expectations and the terms of the service offer.
  • Provide specialist information, guidance and advise to customers through the delivery of excellent customer service to resolve customer queries and achieve customer satisfaction
  • Prepare customer/sales plans to ensure each relationship is managed according to customer’s needs and potential, regularly reviewing the customer portfolio to assess future needs and ongoing fee/income potential.
  • Identifying and developing new business proposals efficiently and expeditiously to ensure   that potential new business opportunities are not lost to competitors
  • Manage existing relationships to deepen the relationship for Business Banking solutions through customer requirements and continuous contact
  • Initiating and monitoring customer/Bank contact at all levels, ensuring that customers enjoy the highest standards of service
  • Ensures that all new business is in line with KYC and CTF laws and regulations and customer information is regularly updated.
  • Ensure adherence of all bank’s prescribed processes, standard operating procedures and central bank requirements
  • Role Models the Brand and Corporate Values of the Bank in the internal and external market environment
  • Works as part of a team for the purpose of winning together

The Person:

The ideal candidate must possess the following:


  • Bachelor’s degree in Commerce/Business related field.
  • Strong presentation skill set
  • Good analytical skills
  • Knowledge of Institution Banking products
  • Highly effective communication and collaboration skills
  • High level of cooperation with others and is responsive to the bank’s and team’s needs
  • AMC/CFT training/knowledge.

Key Competencies and Attributes

  • Builds networks and maintains strong relationships
  • Good negotiation skills
  • Able to listen keenly
  • Pleasant and able to relate well in diverse social set ups and teams
  • Upholds high standard of Professionalism, integrity and respect for others

The post Relationship Manager -Institutional Banking at Family Bank Ltd appeared first on Jobs in Kenya –

Sharing is Caring!
Click Here to Leave a Comment Below 0 comments