Assistant Relationship Manager, Personal job at NCBA
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Assistant Relationship Manager, Personal
2025-06-26T16:08:03+00:00
NCBA
https://cdn.greatugandajobs.com/jsjobsdata/data/employer/comp_7463/logo/ncba.png
FULL_TIME
 
Uganda
Kampala
00256
Uganda
Banking
Admin & Office
UGX
 
MONTH
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.

 
 
 
bachelor degree
36
JOB-685d7063b95f4

Vacancy title:
Assistant Relationship Manager, Personal

[Type: FULL_TIME, Industry: Banking, Category: Admin & Office]

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

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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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Job Info
Job Category: Administrative jobs in Uganda
Job Type: Full-time
Deadline of this Job: Saturday, July 5 2025
Duty Station: Uganda | Kampala | Uganda
Posted: 26-06-2025
No of Jobs: 1
Start Publishing: 26-06-2025
Stop Publishing (Put date of 2030): 26-06-2033
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