Relationship Manager at Petra Trust

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Job Detail

  • Career Level Officer
  • Experience 3 Years
  • Qualifications Degree Bachelor

Job Description

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

Mode of Application
All interested persons with the requisite qualification and skills should submit their application, curriculum vitae, and other credentials to the Head, Human Resources through not later than June 7, 2021.
Please note that only shortlisted candidates will be contacted

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