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Assistant Relationship Manager, Personal job at NCBA
Posted by: great-volunteer
Posted date: 2025-Jun-27
Location: Uganda, Kampala
Assistant Relationship Manager, Personal 2025-06-26T16:08:03+00:00 NCBA https://cdn.ugashare.com/jsjobsdata/data/employer/comp_7463/logo/ncba.png https://ug.ncbagroup.com/ FULL_TIME Uganda Kampala 00256 Uganda Banking Admin & Office 2025-07-05T17:00:00+00:00 Uganda 8 To achieve business growth for personal Banking by providing quality relationship management to existing customers in assigned branch/territory. This will entail sustaining customer satisfaction so as to retain them thereby generating additional business through cross-sell opportunities. Key Accountabilities (Duties and Responsibilities) - Responsible for the growth of the Personal banking business portfolio to ensure set targets for portfolio growth, income and quality are achieved.
- Prospect and recruit new Personal Banking business customers for the various products in the assigned branch, understanding their needs and requirements and recommending appropriate measures.
- Achieve the set monthly and annual Personal Banking sales targets for all the products within the specified branch
- Develop more Personal banking business from the existing branch clientele, i.e. increase share of wallet by cross selling all banking products to all the existing and potential branch customers.
- Review branch business portfolio to optimize performance to re-activate the dormant ones for growth of the liabilities and assets for increased revenue
- Keep in line with changing market trends and devise better ways of selling bank products and services.
- Cross-sell all NC products i.e. bancassurance, asset finance, corporate banking, digital channels, institutional banking etc.
- Make RM calls to clients on a daily basis and update them on any new products or any changes.
- Comply with set TAT for account opening and loan processing as per customer service charter
- Ensure that all documentation and transactions are in line with local and regulatory anti-money laundering and KYC requirements, in order to comply with KYC
- Risk Management of existing and new portfolio/ customers to ensure a non-impaired asset and KYC compliant liability book.
- Ensure all aspects of branch security as laid down in the bank procedure manual and other policies and circulars are strictly adhered to by all staff in the branch.
- Customer account maintenance including management of inactive and overdrawn accounts.
- Achieve a minimum of ‘Satisfactory/Acceptable’ audit rating through continuous assessment and prompt closure of all audit exceptions sighted.
- Ensure timely monitoring and closure of annual reviews 2 months before expiry and recommend necessary action to management.
- Manage customer queries, complaints and other correspondence in a timely manner and within set standards.
- Timely and effective use of CRM and Credit Quest system to ensure TAT standards for customer account and loan processes are achieved.
- Work closely with the appraisal team to structure customer deals and offer the best solutions to the clients.
- Management of the customer relationship management system
- Make RM calls to clients on a daily basis and update them on any new products or any changes.
- Comply with set TAT for account opening and loan processing as per customer service charter
- Conduct periodic trainings to the branch staff on all banking products & Services.
- Proactively manage own learning and development by attaining required learning hours
- Build and maintain team work within the branch resources.
- Help in resource planning, setting performance objectives and providing regular feedback.
- Monitor market conditions and trends and constantly give feedback to management for decision making.
- Assist in identifying persona banking customer needs not met by existing products and the implementation of new products and services.
- Grow existing Personal banking customer relationships and establish new ones for the branch
- Establish good rapport with Personal customers through regular relationship visits to monitor business progress.
- Manage NPLs to guarantee a clean book.
- Work with the Branch Manager to plan and coordinate the Personal banking and other sales activities scheduled for the period.
- Adhere to annual leave plan as agreed with line manager.
- Any other duties as assigned by the Branch Manager
Job Specifications Academic:
• Bachelor’s Degree in business related field.
• Professional Qualification CPA, ACCA, Credit Management will be an added advantage
Professional:
• Credit skills and Knowledge of banking products and policies is an added advantage
Desired work experience:
• 3-4 years banking experience in a sales, customer service and relationship management. JOB-685d7063b95f4 Vacancy title:
Assistant Relationship Manager, Personal Jobs at:
NCBA Deadline of this Job:
Saturday, July 5 2025 Duty Station:
Uganda | Kampala | Uganda Summary
Date Posted: Thursday, June 26 2025, Base Salary: Not Disclosed JOB DETAILS: To achieve business growth for personal Banking by providing quality relationship management to existing customers in assigned branch/territory. This will entail sustaining customer satisfaction so as to retain them thereby generating additional business through cross-sell opportunities. Key Accountabilities (Duties and Responsibilities) - Responsible for the growth of the Personal banking business portfolio to ensure set targets for portfolio growth, income and quality are achieved.
- Prospect and recruit new Personal Banking business customers for the various products in the assigned branch, understanding their needs and requirements and recommending appropriate measures.
- Achieve the set monthly and annual Personal Banking sales targets for all the products within the specified branch
- Develop more Personal banking business from the existing branch clientele, i.e. increase share of wallet by cross selling all banking products to all the existing and potential branch customers.
- Review branch business portfolio to optimize performance to re-activate the dormant ones for growth of the liabilities and assets for increased revenue
- Keep in line with changing market trends and devise better ways of selling bank products and services.
- Cross-sell all NC products i.e. bancassurance, asset finance, corporate banking, digital channels, institutional banking etc.
- Make RM calls to clients on a daily basis and update them on any new products or any changes.
- Comply with set TAT for account opening and loan processing as per customer service charter
- Ensure that all documentation and transactions are in line with local and regulatory anti-money laundering and KYC requirements, in order to comply with KYC
- Risk Management of existing and new portfolio/ customers to ensure a non-impaired asset and KYC compliant liability book.
- Ensure all aspects of branch security as laid down in the bank procedure manual and other policies and circulars are strictly adhered to by all staff in the branch.
- Customer account maintenance including management of inactive and overdrawn accounts.
- Achieve a minimum of ‘Satisfactory/Acceptable’ audit rating through continuous assessment and prompt closure of all audit exceptions sighted.
- Ensure timely monitoring and closure of annual reviews 2 months before expiry and recommend necessary action to management.
- Manage customer queries, complaints and other correspondence in a timely manner and within set standards.
- Timely and effective use of CRM and Credit Quest system to ensure TAT standards for customer account and loan processes are achieved.
- Work closely with the appraisal team to structure customer deals and offer the best solutions to the clients.
- Management of the customer relationship management system
- Make RM calls to clients on a daily basis and update them on any new products or any changes.
- Comply with set TAT for account opening and loan processing as per customer service charter
- Conduct periodic trainings to the branch staff on all banking products & Services.
- Proactively manage own learning and development by attaining required learning hours
- Build and maintain team work within the branch resources.
- Help in resource planning, setting performance objectives and providing regular feedback.
- Monitor market conditions and trends and constantly give feedback to management for decision making.
- Assist in identifying persona banking customer needs not met by existing products and the implementation of new products and services.
- Grow existing Personal banking customer relationships and establish new ones for the branch
- Establish good rapport with Personal customers through regular relationship visits to monitor business progress.
- Manage NPLs to guarantee a clean book.
- Work with the Branch Manager to plan and coordinate the Personal banking and other sales activities scheduled for the period.
- Adhere to annual leave plan as agreed with line manager.
- Any other duties as assigned by the Branch Manager
Job Specifications Academic:
• Bachelor’s Degree in business related field.
• Professional Qualification CPA, ACCA, Credit Management will be an added advantage
Professional:
• Credit skills and Knowledge of banking products and policies is an added advantage
Desired work experience:
• 3-4 years banking experience in a sales, customer service and relationship management. Work Hours: 8 Experience in Months: 36 Level of Education: bachelor degree Job application procedure Interested in applying for this job? Click here to submit your application now
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