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**JOB PURPOSE**

The Prime Relationship Manager is responsible for providing new and existing affluent clients and institutional relationships with the full suite of EGBANK financial products and services, broadening existing client relationships, and retaining client ownership, in addition to monitoring and supporting Prime Assistant Relationship Managers.
- **MAJOR RESPONSIBILITIES AND ACOUNTABILITIES**
- Establishes and achieves sales and revenue targets for existing and new client relationships
- Serves new and existing affluent clients and institutional relationships in the region by providing them with the full suite of financial products and services
- Provides clients with comprehensive advisory services:

- Investment advisory: Advising clients related to specific products and services
- Portfolio advisory: Advising clients with regards to overall portfolio construction based on asset allocation methodology
- Acquires new client relationships as well as broadening existing client relationships (greater share of wallet and higher cross sell ratios)
- Focuses on AUM (Asset under management) and footings growth and appropriate assets
- Has all clients’ files updated and ensures that all documents related to clients are available in order to comply to KYC and AML regulations
- Develops comprehensive customized financial plans based on client risk profiles
- Researches competitive offering and solicit client feedback for new product ideas
- Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
- Retains client ownership (strong knowledge of client account, transactions and all issues related to client
- Escalates customer suggestions and concerns to the Prime Senior Relationship Officer and Head of prime
- Submits call report and daily sales report (DSR) to the Prime Senior Relationship Officer and the Head of Prime
- Monitors and supports Prime Assistant Relationship Managers
- Acts as a “Trusted Advisor” to the affluent clients
- Adheres to affluent banking service quality standards
- Complies with affluent banking policies and guidelines
- **KEY PERFORMANCE INDICATORS (KPIs)**
- Cross-selling ratio: number of products sold per-customer
- Percentage of fee based business
- Average fee based business by customer
- Operating revenue and net income per customer
- Percentage of new customers acquired or lost in period
- Percentage of inactive/zero balance accounts
- Number of customers complaints and the recurrence of the same complaint
- Customer feedback surveys and pulse checks
- Customer satisfaction rate measured through customer satisfaction surveys
- Achievement of individual sales targets and quality targets
- Number of out-dated customers’ profile
- Number of remarks and recurrence of remarks in quality assurance individual reports
- Number of remarks and recurrence of remarks in audit reports
- Number of remarks and recurrence of remarks in compliance reports