
Team Leader - Bancassurance Dsr
Hf Group
Nairobi | Full Time | Banking / Financial Services
Closing in 1 day from now
Principle Accountabilities
Business planning and growth
- Drive achievement of set targets through customer growth and retention across all lines.
- Plan, drive and monitor the Banca sales strategies through segment focus, customer focus needs-based selling.
- Develop and refine sales toolkits, client materials and training to reflect the various target proposition.
- Performance Management- Run daily, weekly and monthly reviews with the sales staff to ensure the Teams are constantly engaged and ahead of targets.
- Cost management and Revenue Generation.
- People management.
- Implement effective HR standards and strategies, manage succession plan, and retain key talent, constant discipline in performance management.
- Motivate, Coach and Energize the sales staff positively to deliver the best results.
- Engage the team in constant Training to address training needs, implement training road maps to ensure an engaged Team.
Operational risk controls and procedure
- Implement processes to prevent mis-selling, misrepresentation, fraud and adherence to customer data confidentiality principles.
- Ensure the team adheres to all KYC guidelines and procedures, comply with local regulatory requirements, reflect best practices.
- Ensure the team complies with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Principal Officer.
- Tracking and monitoring of TAT for the segment and working with stakeholders to ensure targets are met.
People Management & administration
- Manage the sales staff by providing ongoing individual coaching and training to assure ensure achievement of sales goals, member retention and deepening member relationships.
- Continuous review & appraisal of sales staff performance and immediate corrective action.
- Ensure sales staff are motivated for maximum productivity.
- Cultivate a team culture that enhances support for each other to ensure overall productivity.
- Arrange, conduct or recommend appropriate training for branch staff to enable them carry out their duties effectively & efficiently.
- Ensure discipline and adherence to staff code of ethics by sales staff.
- Ensure planned leave schedule & execution for branch sales staff.
Key Competencies and Skills
- Computer/IT skills, including knowledge of Microsoft office applications e.g., Word; Excel; PowerPoint etc.
- General knowledge in banking processes.
- Experience business development, negotiation, and relationship management skills.
- Excellent written and oral communication skills.
- Excellent interpersonal skills with the ability to effectively work with individuals and groups at all organization levels; ability to work independently and as part of a team.
- Excellent customer service skills with the ability to respond to inquiries or complaints effectively and timely.
- Ability to take initiative and prioritize tasks; good time-management, organization, problem prevention and problem-solving skills.
- Basic analytical ability with active listening skills.
- Ability to work accurately with close attention to detail; must have eye for details, strong ability to scrutinize and examine.
- Ability to maintain confidentiality of sensitive information.
- Willingness to adapt to changing business needs and deadlines.
Minimum Qualifications, Knowledge and Experience
Academic & Professional
- Bachelor’s degree in Business, Finance, Insurance, Banking, Economics, or a related field from a recognized institution.
- Certificate of Proficiency is mandatory.
Experience
- Minimum of 3 years’ experience in sales management within the Insurance Industry.
- In depth knowledge of bancassurance products, insurance regulations, and the banking environment.
- Demonstrate ability to drive business growth, portfolio expansion and profitability.
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