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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.
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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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