Job Purpose:
Stanbic Bank is committed to driving the SEE (Social Economic and Environment) impact in the society. Enabling financial literacy becomes a key driver to meeting this SEE agenda.
The purpose of the job is to drive Financial Fitness through an IFSO approach that derives value for Corporate & Investment Banking, Business & Commercial Banking, Personal & Private Banking and Insurance & Asset Management Business in;
Building Business Value through FFA engagements (training and facilitations)
Create Employee value as value-add to our existing and potential clients – workforce.
Impact society by creating financially astute citizens and overall financial well-being for families and businesses.
Output:
Strategic Initiatives
Design Kenya FFA desired ambition/ road map preferably with a 1–3-year outlook
Drive the Banks Strategic Agenda to be top 3 in 3
Align with Group FFA strategy and country specific expectations to entrench, enable and scale FFA
Create value that builds into Group’s FFA ambition of reaching 5million lives through Financial Fitness.
Position FFA impact and capability to internal and external stakeholders for buy-in as a key differentiator in driving economic, business and employee value
FFA Execution
Aligned to Business segments strategies, develop target audience pipeline to drive cross-sell or acquire new business.
Promote FFA Standards and build quality checks in preserving FFA integrity.
Ensure quality customer service delivery standards and relationship management to retain and grow the market share.
Process aligned to understanding, evaluating client needs through a dry run to ensure objectives for all parties are met
Build disciplines around post – FFA engagements.
Build data privacy processes in ensuring data integrity in collection, consumption, and storage of client data once Client consent is obtained.
Scale Initiatives
Build a pool of accredited regional presenters/facilitators/ SME (Subject Matter Experts) for children, Individuals and Business FFAs
Align accreditation time and effort towards learning and growth deliverables aligned to individual/ business performance deliverables
Implement Financial advisors’ model for personalised engagements post FFA with clear FFA leads management process with demonstrable value to client financial wellbeing and commercial expectations
Maintain and grow a hit-run of 10% -30% (immediate conversions) 1-7 days TAT
Commercialise – Master classes for specific requests/ client requests and tiered offering to returning clients
Keep up to date with competitor information and market trends to identify the company’s unique selling propositions and differentiators, new business opportunities and contribute towards the development of competitive new products and enhancement of the new ones
To support the sales team in identifying and penetrating new markets through driving effective marketing and sales initiatives.
Content Development
Use feedback, insights to continually upgrade content to address emerging concerns, and economic environment in meeting client needs.
Invest in activities, gamification that drives key concepts and promote real financial fitness behavior change for children, individual & businesses.
Consolidate MMM & FFA content in meeting growing FFA demands.
Quality checks and fit for purpose content and delivery reviews.
Onboard specialists/ external SME to deliver topical issues during webinars – trust & wills, taxation, debt management.
Measurement and FFA contribution/ value tracking
Digitize FFA journey at all touchpoints (Acquisition, Masterclass Priming, lead conversation management & revenue realization)
Build dashboards that demonstrate value.
Harness the power of testimonials to drive scale and impact- website
Digitization Journey
Lead road to end-to-end digitized FFA execution as scale is built
Build journeys aligned to continual learning through follow-up sessions, webinars and masterclasses in driving FFA continual impact.
Build a conversational journey/ portal in keeping all leads warm through personalized engagements of Stanbic capability in solutions, promotional offers and discounts, loyalty programmes and overall build brand warmth.
Create Financial milestones rewards in fostering a life-long financial fitness values through achieved goals.
QUALIFICATIONS
Minimum Qualifications
Type of Qualification: First Degree
Field of Study: Business Commerce/Finance
Experience Required
Insurance & Asset Management
ADDITIONAL INFORMATION
Behavioral Competencies:
Convincing People
Developing Expertise
Developing Strategies
Directing People
Empowering Individuals
Exploring Possibilities
Interacting with People
Making Decisions
Resolving Conflict
Taking Action
Team Working
Technical Competencies:
Business Acumen (P&C)
Financial Acumen
Interpreting Financial Statements
Product Knowledge (Consumer Banking)
Written Communication
Apply via :
www.standardbank.com
