Key Responsibilities:

Relationship Management & Customer Experience

• Responsible for selling all assigned product lines and all sales and business development for new and assigned business portfolio.
• Achieve business growth of the Business portfolio (Both Assets and Liabilities) ensuring income, quality and portfolio growth targets are achieved.
• Ensure all client documents are dispatched to Bancassurance team within 24hours.
• Ensuring that the insurance policies sold to customers match their long-term financial needs by providing effective advice, competitive quotes and ensuring compliance with the rules and guidelines as set by the underwriters and other providers.
• Prepare relevant production / activity reports i.e. Retail and sales performance reports.

Personal Leadership & Development:

• Preparing an annual Personal Development Plan (PDP) and ensuring its actualization.
• Adherence to the banks policies and procedures, dress code, code of conduct, HR policies and procedures and follows laid down grievance and disciplinary procedure to ensure a conducive work environment.
• Adhere to the set number of learning/training hours are achieved for self and direct reports, through E-learning and Internal training activities.

Risk & Compliance

• Comply with the Bank’s AML & CFT policy as defined in CBK Prudential guidelines
• Comply with risk control processes that are designed to eliminate or minimize AML-CFT risk exposure and potential losses
• Embrace system-based compliance practices in high-risk activities
• Ensure that the bank does not transact business with persons whose names match those on the sanctions lists in the Finance day to day business.
• Immediately report any suspicious transactions or activities to the compliance function

DECISION MAKING AUTHORITY

Role is guided by policy.

ACADEMIC BACKGROUND

• University degree or above in a relevant business discipline e.g. business administration or finance.

WORK EXPERIENCE

• At least 1-year experience in selling Bancassurance or Insurance related products.

SKILLS & COMPETENCIES

• Knowledge of bank legislation and policies.
• Knowledge and experience of Insurance will be an added advantage.
• Advanced knowledge in MS office i.e. MS Excel and MS Word.
• Highly presentable with excellent presentation skills.
• Excellent Business Acumen and good report writing skills.
• Good decision making and problem – solving abilities.

PROFESSIONAL CERTIFICATION

• COP or any other professional qualification in Insurance