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Private Client Service Executive At Stanbic IBTC

Date Posted: 10/Jul/2014
Deadline: 23/Jul/2014
  • Specialization Admin / Finance
  • Industry
  • Experience 0 year(s)
  • Location Nigeria

• The Private Client Service Executive is to guarantee client satisfaction for all clients categorized as High Networth and VIP by providing differentiated service for these client types. Also providing product and service information; ensuring there are no problems and delivering exceptional great service to these clients.

Key Accountabilities/KRA
• Driving and Coordinating excellent service delivery amongst HNI and VIP
• Ensures call over of RSA history after monthly contributions upload
• Ensures personalized delivery of monthly statements to preferred address in preferred format (soft or Hard) 48 hours after month end
• PCSE will visit allotted HNI at least once a year
• PCSE will call allotted HNI and VIP at least once a quarter
• Ensures priority treatment on processing of Benefit applications and payment
• Collation of all information on these clients. E.g. DOB of all nuclear family members, wedding anniversary, preferred sports, club affiliations, hometown, religion and all other information that are considered relevant
• 100% implementation for all service deliveries for HNI and VIP
• Monthly check of RSA and RSA Retiree Fund to identify clients as they fall within the HNI/VIP metrics

Method of Application

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