Relationship Manager - Petra Trust



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Petra Trust wishes to announce a vacant position for‌ in the Relationship Management Department.

Employment Type: Permanent

 

Reports to: Senior Relationship Manager

Job Summary

The Relationship Manager (RM) is responsible for providing service for all external clients in their portfolio by using excellent, in-depth knowledge of company products, service level agreements and programs as well as communicating effectively with team members within the relationship management department and management.

 

Essential Functions

  • Manage client databases and trackers (visits, referrals and cross-selling, calls, concerns/compliant resolution, SLA execution etc.)
  • Receive updates from the Relationship Officers on all issues concerning the portfolio they are managing.
  • Educate staff within their client portfolio and provide other relevant information to their clients.
  • Ensure resolutions of concerns raised by clients are done within the time frame stipulated in the SLA.


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  • Represent the client internally (at all Petra meetings in-house)
  • Ensure overall client satisfaction through approved and appropriate activities.
  • Sell value added services to all clients.
  • Provide inputs/information for strategy formulation and annual business plan.
READ ON:  SENIOR ASSISTANT LIBRARIAN

Education

  • Minimum of first degree or better from a tertiary institution
  • Good IT literacy including excel, word, mail merge, and PowerPoint.

Experience

  • 4 years’ service managing institutional clients (investment experience a plus)
  • At least 3 years work experience in a similar managerial role

Skills & Personal Attributes

  • Effective communication
  • General knowledge in finance and investment
  • Good organizational skills
  • Dynamic and analytical
  • Team Management
  • Display a high level of integrity.
  • Supervisory Responsibility
  • This position has no supervisory responsibilities.


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