MENU
HF Group
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.

Never miss a chance!

Subscribe to get latest job listings, career insights and guidance in your inbox