Kasarani Technical and Vocational College- KTVC
Income Generating Unit Coordinator/Manager
Closed for applications
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Absa Group Ltd, Dangote Group, Equity Bank Kenya , Moniepoint Incorporated, Westfield Consulting LimitedProfession (Mid-level)
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Alan & Grant
Consulting + 2 more
Description
- Bachelor’s degree in Finance, Business Administration, Economics, or related field.
- Minimum of 5 years’ experience in banking, with exposure to HNI/wealth management
- Proven track record in sales, portfolio growth, or client acquisition
- Strong understanding of investment and banking products
- Relevant professional certifications (e.g., CIS, CFA, or equivalent) are an advantage.
- Identify and acquire high-net-worth clients through networking and referrals.
- Promote a range of wealth management and banking products tailored to HNI needs.
- Build and maintain strong, long-term client relationships.
- Manage client portfolios to drive deposits, investments, and revenue growth.
- Understand clients’ financial goals and provide customized solutions.
- Achieve assigned sales, revenue, and portfolio growth targets.
- Ensure a high level of service delivery and client satisfaction.
- Monitor market trends and provide insights to clients.
- Ensure compliance with all regulatory and internal policies.
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