Senior Relationship Manager Custody Services
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Industry Banking / Financial Services Founded 2016 Type Public Website https://ke.kcbbankgroup.com Address
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Main Duties & Responsibilities
- Source New Business, expand and retain existing client relationships with a focus on global custody business, to increase market share and profitability.
- Ensure financial and business growth targets assigned are achieved.
- Ensure customer satisfaction, retention, and identification of repeat and new business opportunities.
- Responsible for managing designated portfolio of clients through continuous reviews and identification of client needs.
- Provide service to customers about account information, and queries raised.
- Facilitate problem resolution with specialized units.
- Contract review and negotiation with current and potential clients.
- Source and prepare tenders / presentations for potential business opportunities.
- Ensures all client KYC/AML documentation is up to date.
- Identify and manage the risks associated with global custody services business.
- Provide a service focused, knowledgeable and experienced point of contact for new and existing clients.
- Attend Client meetings, Annual General Meetings, new business pitches and make presentations as appropriate.
- Work closely with the Client investment committees and Fund secretaries to bolster good working relationship.
- Ensure that all Custody Reports are submitted to clients as per SLA timelines.
- Responsibility for resolution of audit matters for custody services clients.
- Ensure billing and collection of revenue for custody services rendered
- Maintain high level integrity and ethical standards – Uphold highest levels of integrity and ethical standards.
EDUCATION AND EXPERIENCE
- University Degree from a recognized institution.
- Capital Markets Program Certification (CISI) at least Level 1
- Trustee Development Program Certification (TDPK)
- Seven (7) years’ banking experience in the Financial/banking sector.
- 3 years working in bank operations.
- 5 years in Relationship Management in local/global Custody Services.
- 5 years stakeholder management skills.
- 3 years in Business Tender processing end to end.
- Excellent problem-solving.
- Excellent emotional intelligence skills
- Strong persuasion, management, and communication skills
- Strong organizational skills
- Creative approach, with the ability to anticipate challenges and develop innovative solutions