Jacklin William Sogoni

Following acquisition of wealth & retail banking, I was retained as Relationship Manager within the Priority Banking segment.

key responsibilities.

• Transition Management Managed the operational migration of client portfolios following the acquisition of the Wealth & Retail Banking segment
• Lead end-to-end client account management, reviewing evolving client needs and executing timely service resolutions.
• Data Accuracy: Ensured the integrity of client data during the transition, updating CRM records to reflect new institutional standards.
• Perform daily customer service activities while ensuring strict adherence to KYC/AML, regulatory requirements, and internal policies.

• Managed a portfolio of High-Net-Worth clients, ensuring all account information was updated accurately in the bank's systems.
• Cross-Functional Collaboration: Working with Legal, Compliance, and Finance to expedite deal closure.
• Sales Pipeline & Workflow Management. Experienced in managing sales processes from lead to contract execution.
• Lead end-to-end client account management, reviewing evolving client needs and executing timely service resolutions.
• Perform daily customer service activities while ensuring strict adherence to KYC/AML, regulatory requirements, and internal policies.
• Ensure all documentation for transactions, onboarding and due diligence is complete and accurate.
• Proactively identify service process gaps and support initiatives to improve service delivery and enhance customer experience.
• Guide clients on digital channels, promoting the bank’s digitization strategy and improving service turnaround times.
• Collaborate with cross-functional teams to resolve client issues promptly, ensuring consistency in service quality and compliance.

• Ensured applications for new accounts (Current, Savings, Fixed Deposit, and Call Accounts) met requirements).
• Processed applications for personal loans and overdrafts.
• Scrutinized mandates for new accounts.
• Handled new and renewal applications for Debit Cards and actively participated in branch sales planning to exceed sales targets.

• Drive daily, weekly, and monthly sales performance.
• Supervise daily activities of the sales team to ensure productivity.
• Conduct regular team meetings to review progress and share best practices.
• Monitor proper documentation and KYC procedures for all sales.
• Support the team in developing strong relationships with potential and existing clients.
• Handle escalated client issues and ensure high levels of customer satisfaction.
• Implement direct sales strategies and campaigns provided by the bank.