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Relationship Officer

Confidential


Assist the RM manage client in their portfolio
Client Portfolio management focuses on working to ensure client satisfaction and client retention and growing assets under management
ROs are expected to build relationships vertically and horizontally
Call, email and other forms of communication (Calls, visits and emails should correspond with structures agreed upon by the department)
Occasionally visit Blue and Amber clients at the RMís request
Manage client databases

ROs are expected to maintain a client database or tracker(s) that contains:

Client information
Cross selling and/or Referral
Frequency of contacts
Watch list
Statement Tracker
New client payments or inflows
Concerns from client or to do lists and general comments from clients
Relationship Officer must supervise the J.RO to ensure that their lists are updated daily without fail
Ensure that concerns, complaints, requests and enquiries raised by clients are resolved within the stipulated SLA time frame
Assist RM to provide staff education within their client portfolios and provide other relevant information to their clients

Perform any other duties assigned to them by their Relationship Manager.These include:

Scheduling performance reviews and staff trainings for clients in their portfolio
Preparing performance review presentations and staff trainings presentations
Assisting the Relationship Manager with performance reviews and staff trainings
Any other duties assigned to them
Update the RM on all issues affecting their portfolio whether resolved or otherwise
Welcome new clients in the portfolio
Reach out to new contacts in the portfolio
Achieve cross sell and referral targets
Ensure overall client satisfaction
Handle and resolve all escalation issues from other departments and update the RM accordingly
Ensure that all documents for the clients are filed correctly
Manage all clients in the portfolio when the RM is out of office

Educational Requirements & Qualifications

A minimum of an HND is required
At least 1-3 years work experience

Contact address

How to apply

Apply online using the online application form below

Job Information

    • Full Time
    • Higher National Diploma
    • 1 - 3 Years
    • Office & Admin
    • Greater Accra
    • Accra
    • Apply Online Below
    • 8-March-2018
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