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Business Development Officer – Mombasa Job
Finance Jobs. CPF Consulting Jobs
Key Responsibilities
Business Development & Growth
- Deliver all business development targets as cascaded by the Senior Officer – Business Development.
- Drive growth across all CPFAM products by increasing Assets Under Management (AUM), product revenue, client numbers, and client retention within the designated area.
- Formulate and implement branch-level sales and marketing plans to acquire new clients and expand the existing customer base.
- Identify, capture, and actively pursue all sales opportunities, including referrals, to maximize business conversion.
Sales, Marketing & Distribution
- Promote and present CPFAM products to prospective clients through face-to-face meetings, telephone engagement, and electronic communication.
- Develop and expand new distribution channels for CPFAM products to enhance market penetration.
- Represent CPFAM at meetings, industry events, and trade shows to generate new business leads and strategic contacts.
Client Relationship Management
- Build and maintain strong relationships with clients, partners, professionals, the business community, and relevant government agencies within the area of assignment.
- Monitor and address clients’ investment needs and provide tailored solutions in line with their objectives.
- Update clients regularly on portfolio performance through meetings, calls, and written communication.
- Ensure timely delivery of client statements and other relevant communications.
Client On-Boarding & Compliance
- Ensure smooth and efficient client onboarding by collecting and verifying all required Know Your Customer (KYC) documentation in line with regulatory and internal requirements.
Professional Development & Team Support
- Continuously enhance personal and professional competencies to meet evolving job demands through relevant training and development activities.
- Support and encourage the development and training of staff and agents within the branch.
Other Duties
- Perform any other duties assigned by the supervisor from time to time.
Qualifications
- Bachelor’s degree in finance, Accounting, Actuarial, Economics or any other finance related field.
- At least CISI level 2 qualification
- CFA and CIFA Students will have an added advantage.
- At least 2 years’ experience in the Financial Services sector.
How to Apply
Business Development Officer (6 Positions): All applications to be sent in pdf format to hrsupport@cpf.or.ke by 13th April 2026, and not later than 5:00 pm. Send your application to hrsupport@cpf.or.ke
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