Workatele

Customer Product Advisor-Ecosystem Banking at NCBA Group, Nairobi, Kenya

NCBA Group

Customer Product Advisor-Ecosystem Banking at NCBA Group, Nairobi, Kenya

NCBA Group

Full time Job

Date Posted: July 18, 2024

Application deadline:

Expired on: July 24, 2024 5:00pm

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Job description

The new NCBA has harnessed the power of both NIC and CBA to create a bank that brings together the best of both worlds from cutting edge mobile banking to good old-fashioned relationship management; from scalable business banking to financial services that grow as your business does; from best-in-class choice of products to investment solutions tailored to your specific needs.

Job Purpose Statement

To consistently deliver exceptional Ecosystem Banking sales results for Commercial & SME Division of Retail Banking. This will be achieved by planning, developing, analyzing and implementing sales plans to meet sales objectives of the company.

Key Accountabilities (Duties and Responsibilities)

Perspective   % Weighting

(to add up to 100%) Output

Financial    70%  New Business

  • To achieve the set sales targets/plans for all the Ecosystem Banking products weekly, monthly and quarterly consistently.
  • To co-ordinate sales activities in the market aimed at customer acquisition or customer management e.
  • Manage, organize, implement and co-ordinate sales activations and promotions effectively in liaison with all stakeholders; marketing and service teams for the successful outcome of business plans.
  • Provide feedback to the Ecosystem Banking  management team on the execution of promotions and sales operations activities in the market
  • Monitor market conditions and trends and constantly give feedback to management for decision making.
  • To actively manage customer information flow from the bank

Internal business processes   30%    

Processing (15 %)

  • Ensure KYC compliance
  • Manage sales and customer records
  • Follow through on pipelines & sales plans
  • Deliver on SLA & TAT

Sales Administration (15%)

  • Manage sales records
  • Pipelines
  • Customer records
  • Sales plans
  • Deliver acceptable level on service level agreement and NPS Rate.

Customer experience

  • Demonstrate NCBA Bank values.
  • Learning and growth
  • Ensure attendance of product refresher courses and E-Learning hours are achieved for self.
  • Adhere to policy on annual leave.

Job Dimensions

Reporting Relationships: jobs that report to this position directly and indirectly

  • Direct Reports           None
  • Indirect Reports        None

Stakeholder Management: key stakeholders that the position holder will need to liaise/work with to be successful in this role.

Internal

  • Commercial & SME Banking RM’s, Branch teams, Sales Team Leaders, Consumer Banking RMs,   External

Prospective Business Customers

  • Decision Making Authority /Mandates/Constraints: the decisions the position holder is empowered to make (Indicate if it is Operational, Managerial or Strategic). Please also highlight any budgetary control responsibility if applicable for the role.

Operational

  • Work cycle and impact:  time horizon and nature of impact (Planning)
  • (e.g. Less than 1 week, 2 weeks, 2 weeks – 1 month, 1month – 3 months, 3-6 months, 6-12 months, above 1 year)
  • 2 weeks

Ideal Job Specifications

Academic:

  • Minimum of a Diploma in a business related field
  • A degree is an added advantage

Professional:

  • Not mandatory

Desired work experience:

  • Previous sales experience

Application deadline:

Expired on: July 24, 2024

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