Relationship Manager (Institutional Sales) at an Asset Management Company – Worknigeria

Job Title: Relationship Manager (Institutional Sales)

Job Description

• The Relationship Manager is responsible and accountable for originating Flow business within a sector.
• This activity can be for new prospective clients and for existing clients through origination and cross-sell banking solutions.
• They are responsible for originating flow business within the allocated clients as part of a cross-functional team.

Responsibilities
The ideal candidate will fulfil the role of a Relationship Manager, with the following Key Performance Requirements on Clients:

Client Strategy Execution:

• In conjunction with the cross-functional team, implements the strategy for Flow activities
• Must understand client Flow needs
• Must understand sector and client value drivers
• Participates in design sessions with all client interfacing teams in the Client Group, IBD, Markets & Transact business units and provides insights from the voice of the client
• Contribute with relevant data & insights at the periodic strategy review & revision sessions led by the ICG Head/Senior Relationship Manager who has overall accountability for the client
• Escalation contacts for Client Service issues in Flow activity
• Holds the product houses accountable to solve services issues for clients within a reasonable period (doesn’t solve the issue themselves)

Account Management Framework & Client Action Planning:

• Participates in the Client Action Planning process for clients they are directly responsible for within assigned sector portfolio as part of a cross-functional team
• Ensure on-going monitoring of the client which may include annual credit and pricing reviews, covenant requirements, allocation, and review of facilities
• Accountable for ad-hoc and annual client pricing
• Manage multi-disciplinary projects to ensure successful deployment of origination, implementation, and retention initiatives
• Assess effectiveness of Relationship Management outputs and stakeholder engagement by measuring changes in revenue generation, qualified leads, client satisfaction (internal and external) and retention

Flow Business Origination/Business Development:

• Formulating annual strategies with Senior Relationship Manager for the allocated client portfolio and new business for Flow activities
• End-to-end management of the Flow sales process, anticipating client needs and responding with innovative solutions to client’s emerging needs
• Ensures MIS information is accurate and reflects the converted opportunities

Data Analytics & Insights Generation:

• Excel, PowerPoint, and Word proficiency
• Work with data inputs e.g., MIS, Call Reports and Client Action Plan to build origination and growth projection models that are integrated and forward looking
• Client Relationship System adoption and call report discipline

Financial Performance Management:

• Delivers targets of Flow activity for client in portfolio (e.g., revenue growth, profitability, cross sell, retention, conversion, satisfaction, etc.)
• Reviews overall client & sector performance and defines plans to optimize performance across all Flow product offering

Risk Aware / Management:

• Manage and anticipate risk that may arise through our Flow activity with clients: AML, Credit, Exchange control risks, and covenants adherence.

Requirements
Qualifications:

• Candidate should have a relevant graduate Degree and at least 5 -10 years of work experience preferably having worked in Asset management, commercial or corporate banking

Experience:

• Candidate should have relevant experience in financial sector client base – Banks and non-bank financial institutions including:
• Sound knowledge of general banking products and industry-specific knowledge.
• Experience in customer acquisition/ sales, retention of designated client portfolio.
• Strong communication skills, conceptual thinking coupled with strong analytical capability is required.
• Report writing skills as well as presentation skills are essential. A high level of proficiency with
• MS-Word, MS-Excel and MS-PowerPoint is required.

Application Instructions:

The application deadline is no 8th January, 2025. Qualified and interested candidates should send their updated Resume to: [email protected]  using the Job Title as the subject of the email.

Note: Only qualified candidates will be contacted. It is important to visit the official website (link found below) for detailed information on how to apply successfully for this vacancy.