KEY RESPONSIBILITIES
Relationship Management & Customer Experience
Responsible for selling all assigned product lines and all sales and business development for new and assigned business portfolios.
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 the Bancassurance team within 24 hours.
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
Apply via :
sidianbank.co.ke
