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Key Responsibilities
The role holder will be responsible for establishing and maintaining strong client relationships which will translate into revenue and growth for the bank.
- Provide outstanding client experiences.
- Needs to be organised, follow-up leads, complete and record appointments, close customer requests
- Support our clients to meet their financial needs, as they progress through their career and life-stages.
- Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
- Keep abreast of market trends, new product offerings and the latest campaigns.
The growth metrics measured include:
- Portfolio growth
- Growth in Product Per Client
- Increase in revenue per client
- Growth in number of clients
- Revenue growth
- Cost Management
- Service Excellence
- Operational Excellence and Compliance
Skills and Experience
- Banking knowledge and sales experience.
- Excellent communication, interpersonal and relationship building skills.
- Ability to learn new products and services quickly.
- Market awareness and benchmarking
Qualification
- CISI Level 2
- Bancassurance Certification
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How to Apply
🚨 Before You Apply for This Job…Need Help With Your CV?
This job will attract 1000+ applicants.
Many qualified professionals miss out on getting shortlisted and interviews — not because they lack experience, but because their CV doesn’t clearly show how they fit this specific job.
🎯 Want to get an interview fast? Customize your CV specifically for this job.
Using the same CV for every application will not get you interviews.
Email your CV today to our Client Service Manager, Rose, using cvwriting@corporatestaffing.co.ke
Subject: CV Review & Upgrade.
Rose and our recruiters will review your CV and show you exactly how to improve it for the job you are targeting.
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