Assistant Relationship Manager, Personal job at NCBA

Uganda |

Posted: June 27, 2025
Deadline: July 5, 2025

Job Description

Title: Assistant Relationship Manager, Personal job at NCBA


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





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:


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