Prestige Lead Generator (Muthaiga Branch)
Quick Summary
Business, Commerce and Management Studies (Required)
With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
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Job Summary
• This role is predominantly branch-based, supporting prestige clients within a defined catchment area through in-person engagement, financial planning, and personalized relationship management. The role leverages both face-to-face interaction and digital tools to deliver a high-touch, advisory-led client experience.• Responsible for recruiting, developing, and maintaining a portfolio of up to 800-1,000 prestige clients by offering tailored, relationship-based financial solutions that align with their evolving needs.
• Focused on achieving business growth, portfolio health, exceptional customer experience, internal controls compliance, and professional development through continuous engagement and service excellence.
• Ensures that each client relationship is proactively managed, with a consistent rhythm of contact, financial reviews, and need-based conversations.
• While the role is anchored in the branch, the Prestige Banker is expected to engage with clients both in-person and virtually, as well as collaborate with product, operations, and service teams to deliver an integrated banking experience.
- Collaborate with other business functions to devise and execute sales initiatives, maximizing cross-selling and enhancing customer profiling opportunities in the prestige segment.
- Rigorously execute campaigns when required, in collaboration with the Branch Manager and the business to grow prestige segment
- Develop territory-specific growth strategies with Regional Business Teams, Direct sales team, Asset Finance, CIB, Bancassurance to maximise on cross-selling and better customer profiling opportunities to identify and engage prospective clients across the country.
- Leverage digital channels and virtual platforms to drive customer acquisition, engagement, and onboarding.
- Develop territory-specific growth strategies tailored to regional trends and remote client needs.
- Focus on new to bank and cross-selling to existing customers to drive growth within the segment.
- Vigilantly monitor personal performance daily to surpass the targets set for new and existing clients and take decisive action to rectify any performance deficiencies.
- Proactively seek out new prestigious clients within and outside the bank's customer base to drive client acquisition.
- Attain a comprehensive understanding of all Retail and Business Banking products to cater to customer needs effectively.
- Devise and execute sales strategies tailored to the requirements of emerging affluent clients, ensuring consistent achievement of individual sales targets.
- Ensure prompt funding of high-quality sales and new accounts within your portfolio at customer onboarding.
- Drive business targets by strictly adhering to turnaround time and delivering service to the highest standards.
- Actively champion Forex products and services among emerging affluent clients to contribute significantly to overall Forex revenue targets.
- Deliver personalized Forex solutions that address clients' international transaction needs, providing them with competitive and comprehensive offerings.
- Maintain and deepen relationships with emerging affluent clients, ensuring ongoing client satisfaction and long-term engagement.
- Cross-sell relevant banking products and services, ensuring clients' financial needs are fully addressed.
- Continuously conduct market intelligence to identify new markets, customer trends, new government/directives and changes in policy by regulators.
- Conduct regular reviews and provide tailored financial advice that aligns with the clients' evolving needs and financial goals.
- Engage clients in discussions about their financial objectives and offer solutions that promote portfolio growth and client loyalty.
- Focus on growing the portfolio's liabilities (deposits and investments) by encouraging clients to increase their holdings with the bank.
- Promote asset growth through targeted lending products and other financial services, ensuring clients are aware of and utilize the bank’s offerings.
- Deliver sales through excellent service, ensuring that every client interaction is an opportunity to enhance the relationship and grow the portfolio.
Should not close an existing account in your Branch/domiciled in another Branch with a view of re-opening a similar account.
- Grow Product Per Customer
- Ensure growth of active customers within the portfolio
- To drive customer engagement, retention, and acquisition.
- Ensuring utilization of digital channels, personalized engagement, and retention efforts will ensure net customer growth.
- Ensure high levels of client satisfaction by maintaining a strong focus on Net Promoter Score (NPS)
for the individual portfolio.
- Utilize digital tools to deliver a seamless customer experience.
- Resolve client issues through remote support channels and coordinate with in-country service teams as
- Manage service escalations primary servicing through in-branch engagements supported by periodic
outbound client visits where necessary
- Collaborate with branch colleagues to ensure that service standards are met, and clients are satisfied
across all touchpoints.
- Ensure excellent customer experience is always maintained.
- Address client queries and complaints promptly, ensuring timely resolution and communication.
- Ensure customer data is always up to date.
- Ensure SLA in account onboarding and loan processing is always achieved.
- As per the agreed SLA action client feedback to continually improve service delivery and
strengthen client relationships.
- Proactively manage potential service issues before they escalate, ensuring a smooth and positive client
- Maintain strong presence on the banking floor to ensure walk-in prestige clients receive priority and
high-touch service
- To maintain high operational efficiency, avoid RTS-related claw backs
- Tighten controls on settlement issues, reducing process delays & inefficiencies.
Education
Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)Location & Eligibility
Listing Details
- Posted
- September 11, 2026
- First seen
- September 11, 2026
- Last seen
- September 11, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 51%
- Scored at
- September 11, 2026
Signal breakdown
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