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Job SummaryThis role leads a team of hybrid Sky Prestige Bankers across regions, ensuring consistent delivery of relationship-based financial advisory and service excellence.
• Responsible for performance management, portfolio oversight, pipeline coordination, and compliance adherence within the Sky Prestige team.
• Acts as the bridge between senior leadership and frontline teams to drive segment strategy, team capability, and business growth.
• Supports bankers in complex client matters, escalations, and execution of digital and remote servicing models.
Job Description
Sales Performance 35%
- Monitor and drive team-wide sales performance, ensuring the achievement of individual and collective targets.
- Review daily sales dashboards and coach underperforming bankers.
- Coordinate with Data Led Sales Team to allocate leads strategically across the Sky Prestige team.
- Champion execution of campaigns by assigning roles, reviewing outcomes, and reporting impact to the Head of Data Lead Sales.
- Collaborate with colleagues in the Branch Network, Contact Centre, and Regional Business Teams 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.
- Collaborate with other business functions to devise and execute sales initiatives, maximizing cross-selling and enhancing customer profiling opportunities in the prestige segment.
- Embed quality metrics in all sales campaigns and monitor delivery for consistency and compliance.
- Ensure all Sky Prestige Bankers adhere to script standards, full disclosures, and suitability checks during sales processes.
Portfolio Management & Growth 20%
- Maintain and deepen relationships with emerging affluent clients, ensuring ongoing client satisfaction and long-term engagement.
- Oversee client portfolio health and relationship quality across all team-managed clients.
- Ensure client segmentation, wallet share opportunities, and cross-selling strategies are embedded across all portfolios.
- Regularly review banker portfolios for risk exposure, growth stagnation, or service gaps.
- 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
Net Active Customer Growth 5%
- Monitor team performance on net customer growth.
- Implement retention and engagement strategies team wide.
- Lead client win-back campaigns and referrals via digital channels.
Portfolio Net Promoter Score 10%
- Ensure high levels of client satisfaction by maintaining a strong focus on Net Promoter Score (NPS) for the individual portfolio.
- Track and report team Net Promoter Score (NPS) performance monthly.
- Lead customer service escalations and intervene in complex client issues.
- Conduct virtual or regional check-ins to uphold service standards.
- Utilize digital tools to deliver a seamless customer experience.
- Resolve client issues through remote support channels and coordinate with in-country service teams as needed.
- Manage service escalations from remote regions and ensure turnaround time is met regardless of client location.
- 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 experience.
- Review customer feedback to identify service quality gaps; initiate service recovery or improvement initiatives.
- Uphold internal QA benchmarks and regulatory standards in every client interaction.
Accuracy & Efficiency 5%
- To maintain high operational efficiency, avoid RTS-related claw backs
- Tighten controls on settlement issues, reducing process delays & inefficiencies.
Quality Assurance 5%
- Lead quality assurance efforts across Sky Prestige Bankers to ensure service delivery, onboarding accuracy, and sales execution meet set standards.
- Review and evaluate banker-client interactions (calls, emails, meetings) for consistency, professionalism, and value-add in line with Prestige standards.
- Regularly assess quality of advice, portfolio reviews, and product suitability across the team.
- Drive corrective actions based on QA findings through structured coaching, retraining, or escalation where necessary.
- Maintain a quality dashboard and report trends to the Head of Data Lead Sales for strategic interventions.
- Ensure zero tolerance for mis-selling, misrepresentation, or non-disclosure practices.
- Track and close any client feedback, service lapses, or negative NPS drivers tied to quality issues.
Impairment Management 10%
- Manage team’s portfolio risks in line with banks portfolio appetite.
- To Minimize impairments and manage customer defaults.
- To proactively monitor team portfolio health to support Risk Management
Customer On-Boarding Accuracy 2.5%
- Ensure team’s accuracy in capturing customer information in the core banking system when onboarding.
- Ensure new business is properly booked and all income due to the Bank in terms of charges, commissions, fees are collected as per current tariff.
- Cost management within the prestige portfolio.
Compliance Management 2.5%
- Champion compliance awareness within the team.
- Review of quality of onboarding and KYC documentation submitted by Sky Prestige Bankers.
- Act as control point for operational risk concerns before escalation to Compliance or Risk functions.
- Conduct monthly team-level health checks.
- Use QA insights to flag systemic issues in KYC, onboarding, or advisory processes.
- Collaborate with Risk & Compliance on root cause analysis from audit/QA failures and follow through on corrective actions.
Training 2.5%
- Participate actively in personal and professional development, completing all mandatory training on time and ensuring no overdue training sessions.
- Develop team capability through ongoing coaching, peer learning, and skills training.
- Monitor training completion and conduct mini-knowledge assessments.
- Identify high-potential team members and support career development.
- Address behavioral and performance issues early and constructively.
- Represent the team in leadership and strategy forums
- Collaborate with branch management to create a collaborative and productive work environment.
- Contribute to the development of a strong team by sharing knowledge, mentoring peers, and participating in team-building activities.
- Participate in regular virtual training sessions and knowledge-sharing forums with colleagues across the country.
- Leverage digital platforms for peer learning and regional collaboration.
- Ensure the assigned e-learning and internal training activities for self and direct reports undertaken within set timelines.
- Determine and manage Training Needs Analysis and own succession planning.
- Manage your own leave by working closely with your Line Manager.
- Use quality assurance results to guide individual and team training interventions.
- Align team upskilling plans with identified QA gaps in advisory, onboarding, or client handling.
Leave Management 2.5%
- Manage personal leave in a way that ensures continuity of client service, coordinating with colleagues to cover responsibilities during absences.
- Coordinate leave schedules for Sky Prestige Bankers to ensure continuous client support.
- Track team wellness and flag burnout risks to Head of Data Lead Sales.
- To ensure that the wellness & individual growth drive is upheld.