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Mid-level Accounting, finance, banking, insurance jobs in Ruiru, Kenya
13 jobs found
MMT Alliance
Accountant (Full-Time) – Project Finance & Commercial Accountant
Closed for applicationsOnly on Fuzu
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Seniority (Accounting, finance, banking, insurance)
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Absa Group Ltd
Banking + 2 more
Description
Job Summary
Utilise technology and applied learning in a virtual Omni-channel environment, providing superior and seamless customer experience in an efficient and cost-effective manner, by performing banking duties and overseeing the financial activities for Private Wealth clients.
Job Description
Accountability: Build customer relationships in the preferred market segments
- Own the primary relationship with clients by being the client’s main contact point and work collaboratively with specialists to ensure clients experience the full spectrum of value proposition
- Ensure achievement of required contact strategy relevant to portfolio based on client segmentation
- Respond and execute on immediate client requests, ensuring full understanding of clients’ needs
- Secure new business through interaction with current and prospective clients and leads generation; ensure new clients are fully on-boarded
- Ensure retention of clients by applying appropriate remedial actions where appropriate
- Consistently achieve customer satisfaction scores as per agreed threshold
- Work seamlessly with the sales support team to enable support of portfolio
Accountability: Deepen relationships with customers through meeting individual needs and achieving required income
- Prepare weekly for performance discussions with People Manager to review client contact plans, opportunities, successes and support required
- Review and negotiate pricing structures with clients in line with Absa Pricing policy to ensure product profitability is managed optimally
- Effectively cross and up-sell appropriate products within campaign management parameters, ensuring compliance with FAIS, FICA and NCA requirements
- Drive income growth of portfolio through effective actioning of leads, timeous completion of client reviews and service requests
Accountability: Protect assets through appropriate risk and credit assessment
- Ensure transparency and open dialogue between credit and client by communicating requirements with properly motivated, well-articulated motivations and supporting documents
- Coordinate and drive outstanding client reviews and ensure timeous finalisation
- Ensure arrangements with clients are within credit guidelines and credit is informed of special arrangements via prescribed systems
- Take ownership of clients’ risk management through consistent application of bank’s regulatory and compliance framework
Accountability: Colleague and Personal Development
- Act as backup for other Virtual Private Wealth Bankers in the team during absence or peak times according to agreed schedule
- Keep abreast of developments in industry/sector to ensure adequate client service and support potential risks and opportunities
- Ensure Continuous Professional Development (CPD) hours are maintained at all times
- Complete relevant Compliance, Risk and System, Product and role fundamental learning per Private Wealth Minimum learning requirements
- Subscribe to relevant segment-specific initiatives and apply knowledge to maximize revenue and profitability
- Demonstrate willingness and ability to perform to the very best levels ensuring personal alignment to Absa’s Values and Vision
Education
Higher Diplomas: Business, Commerce and Management Studies (Required)
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