Direct Sales Representatives at National Bank of Kenya

Job Ref No. HR/011/2019

Division: Corporate Banking

Job Grade: Contract

Reporting to: Principal Officer – Natbank Trustee and Investment Services Ltd

Position Scope: This position is responsible for direct sales of Natbank Trustee and Investment services and products.

Key Responsibilities:

• Create and maintain databases required for development, testing and production usage.
• Sell NTISL products which include:

1. Wealth Management
2. NTISL Umbrella Scheme.
3. NTISL Income draw down fund
4. NTISL Personal Pension Plan
5. Corporate Trustee services
6. Fund Management for Pension registered Schemes

• Advise the company on new products that can grow funds under management
• Advise the company on how we can improve products and distribution channels
• Liaise with the client in all matters pertaining to the invested fund including payments
• Consult with the Trustees and clients
• Attend presentations on AGMs and Education days
• Liaise with other external consultants appointed by the scheme e.g. auditors, Administrators, Custodians, Actuaries
• Continually Train Trustees on new Market Developments including changes in legislation and new products for example REITS and Derivatives Client retention

Skills & Experience:

• Bachelor’s degree in business or a relevant field from a recognized institution
• Professional qualification in sales / marketing

Work Experience & Skills

• Experience in selling pension, wealth management or insurance products
• Computer literacy
• Risk Management and assessment
• Result driven and requiring minimum supervision
• Customer Centric
• Stakeholder Management
• Excellent problem-solving skills, organizational and interpersonal skills.
• Experience in Pension fund management industry
• Excellent interpersonal skills.
• Decision making –ability to make operational decisions in a timely and effective manner and to be accountable for decision making within departmental and role allocation.
• Emotional Intelligence-manages emotions in a mature and composed manner as expected.
• Wealth Management commission is at 1.2% of the market value, while income drawdown is at 2.5%. Our other products have competitive commissions too.”