Gregory Maheri
Relationship Manager, Premium Banking
Mtwapa
Summary
Reliable Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 11 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
11
11
years of professional experience
7
7
years of post-secondary education
Work History
Relationship Manager, Premium Banking
National Bank Of Kenya
Mombasa.
03.2020 - Current
- Manage and anticipate client requirement with a focus towards managing the existing base as well as increase cross product holding per client.
- Build, understand and sustain relationship with the client’s circle of influence (e.g.a parent, mentor, advisor or other family member).
- Consistent and frequent communication with client providing complete, concise portfolio valuations and guidance.
- Serve as problem-solvers for the client, helping them identify investment criteria, recognise and handle concerns that arise as consultation moves closer to decision.
- Provide on-going portfolio supervision, with continuous focus towards helping the client adapt to changes in personal circumstances and the financial environment.
- Retain existing high value clients by growth of wallet with the bank through relationship management activities.
- Resolve client queries without further escalation.
- Effectively convert service recovery to sales opportunities and sustained client loyalty.
Relationship Manager, Mortgages
National Bank Of Kenya
Mombasa
01.2015 - 03.2020
- Create sustainable partnership with external vendors that support growth of the product.
- Handle all matters relating to security perfection, offer letters including
complaints, inquiries, etc within agreed turnaround time. - Proactive solutions to customer service related issues.
- Prepare ad-hoc reporting/returns as required.
- Due diligence to be applied when selling all the products of the Bank.
- Conduct CDD checks for all mortgage customers when required.
- Make active customer contacts at agreed intervals.
- Maintain professional and technical knowledge by attending and contributing to training programmes, educational workshops, homes Expos, reviewing professional publications, establishing personal networks.
Mortgage Anchor
National Bank Of Kenya
Nairobi
01.2014 - 12.2014
- Developing network of industry related referral sources to generate mortgage leads.
- Consulting with potential clients and advise them of their mortgage financing options.
- Preparing mortgage applications and submitting them for pre-approval.
- Managing pipeline to ensure timely processing of loans files.
- Selling and marketing bank’s mortgage products.
- Adhering to regulatory compliance.
- Obtaining a thorough knowledge of the real estate and mortgage industry and regulations
Direct Sales Representative
National bank Of Kenya
Nairobi
02.2011 - 12.2013
- Responsible for acquisition of new business through client recruitment.
- Delivering sales targets in CASA, deposit mobilization, and quality loans uptake.
- Monitoring all customers queries and ensuring timely response to all issues.
- Actively participating in marketing campaigns to ensure customers are well informed of the products and services.
- Providing daily sales reports.
- Analyze applicant’s financial status, credit and property evaluation to determine feasibility of granted loans.
- Providing excellent customer services at all times.
Education
Bachelor of Science - Business Information Technology
Mt. Kenya University
Mombasa 01.2016 - 08.2019
Diploma in IT - Information Technology
Mt. Kenya University
Thika 01.2006 - 07.2009
Advanced Cert. in Computer Engineering - Information Technology
Mt Kenya University
Thika 07.2006 - 11.2006
Skills
Customer portfolio management
References
David Kweyu. Branch Manager, National Bank.
dkweyu@nationalbank.co.ke ·+254 722 919 590
Zipporah Maore. Head Of Sales, National Bank.
zbmaore@nationalbank.co.ke · +254 722 490 856
Timeline
Relationship Manager, Premium Banking
National Bank Of Kenya
03.2020 - Current
Bachelor of Science - Business Information Technology
Mt. Kenya University
01.2016 - 08.2019
Relationship Manager, Mortgages
National Bank Of Kenya
01.2015 - 03.2020
Mortgage Anchor
National Bank Of Kenya
01.2014 - 12.2014
Direct Sales Representative
National bank Of Kenya
02.2011 - 12.2013
Advanced Cert. in Computer Engineering - Information Technology
Mt Kenya University
07.2006 - 11.2006
Diploma in IT - Information Technology
Mt. Kenya University
01.2006 - 07.2009
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