Careers at Equity Bank Kenya

The Finserve Regional Sales Manager (FRSM) is responsible for driving sales growth and managing the sales team within the assigned Coast Region. This role involves developing and implementing sales strategies, managing key accounts, and ensuring that the sales team meets or exceeds sales targets. The Finserve Regional Sales Manager will work closely with other departments at Head Office, Regional Office and Branches to align regional sales activities with overall Finserve objectives. To be successful in this role, you should have previous experience in branch operations and payments & channels for more than 5 years. Experience in Ecommerce and mobile banking will be an added advantage.

Key Responsibilities:

Sales Strategy Development:

• Own the Finserve activities, Products and sales targets in Coast Region (Equitel – Customers STK, Airtime Sales, Agent STK, POS SIM Cards, Ecommerce - Jenga API and PGW, Mobile Money, etc).
• Develop and implement regional sales strategies to achieve Finserve business objectives and develop action plans for achieving them.
• Analyze market trends, competitor activities and identify opportunities for growth within the Coast region.
• Provide inputs to management to assist expansion and acquisition decisions acquisition. 

Team Management:

• Recruit, train, and manage a team of salespeople.
• Provide coaching and mentoring to the sales team to improve performance.
• Conduct regular performance reviews and address any performance issues.
• Facilitating communication within the team and with external stakeholders.
• Managing conflicts and resolving issues arising within and without the team.
• Removing impediments that block the team’s progress.
• Providing technical guidance and expertise to the team. 

Customer Relationship Management:

• Build and maintain strong relationships with key customers and partners.
• Identify key ecosystems in the regions that will help drive product uptake in the assigned region.
• Support marketing activities in the region by ensuring there is brand awareness and visibility at every customer contact point.
• Ensure high levels of customer satisfaction by addressing customer needs and resolving issues and escalating customer outstanding issues promptly.
• Negotiate contracts and close sales with key clients.

Sales Operations:

• Support Branch Equitel Sales Desk with day-to-day operations with focus on new customer onboarding, SIM replacements, customer education, airtime sales.
• Make and document daily trade visits to branches, Ecommerce merchants, Agents, PWE Merchants and any other visits.
• Evaluate daily branch and sales members individual performance and giving written feedback to salespeople on how to improve.
• Originate, manage and convert enterprise sales pipelines for B2B sales.
• Prepare sales forecasts and report on regional sales results.
• Coordinate with products, risk and sales admin teams to ensure timely delivery of products to customers.
• Creating detailed project plans, including timelines and resource allocation.

Budget Management:

• Develop and manage the regional sales budget.
• Monitor expenses and ensure that sales activities are within budget.

Collaboration and Communication:

• Work closely with the marketing team to develop regional marketing campaigns.
• Report on regional sales results for all Finserve Products via various communication channels – Call Card, Emails, weekly meetings.
• Communicate sales activities and performance to senior management.
• Collaborate with EBKL Channels team in regional office and other Finserve Regional Sales Managers to share best practices and align strategies.

Compliance and Reporting:

• Ensure that the sales team adheres to company policies and procedures.
• Maintain accurate records of sales activities and customer interactions.
• Prepare, present and defend sales performance in the assigned region.

Qualifications

Qualifications:

• Bachelor’s degree in business, IT, Marketing, or a related field.
• Proven experience in sales management. A minimum of 5-7 years of experience in sales, with at least 2-3 years in a sales management role.
• Strong leadership and team management skills.
• Ability to coach and develop team members, helping them improve their sales skills and achieve their sales targets.
• Proficiency in analyzing market trends, customer needs, and competitive dynamics to identify opportunities and threats.
• Ability to deliver presentations, pitches, and reports to clients.
• Ability to effectively use digital tools, technologies, and platforms.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to analyze sales data and develop effective strategies.
• Proficiency in CRM software and Microsoft Office Suite.
• Willingness to travel within the region as required. 

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Key Responsibilities: 

• Receive claim notification from customers/Branches and advise the customer/branch on relevant claim requirements.
• Confirmation of cover existence, scope, premium payment, policy period, declarations etc.
• Ensuring immediate notification of the claim to the respective underwriters
• Guides the BO/policy holder on the required documents and the claim process.
• Receiving claim documents from branches/ customers.
• Scrutinizing the supporting documents to ensure completeness and accuracy of the same and forwarding to insurers if they are in order.
• Capture and maintain claim records.
• Continuous follow-up with relevant service providers until their reports are received by the insurers.
• Constant follow-up of claims with the underwriters on behalf of clients/ branches.
• Disseminating information from the underwriters to the branches and vice versa.
• Offering support whenever necessary to internal clients i.e; DRU officers, Credit officers, Bank Admin officers.
• Engaging the walk-ins claim clients and offering the best solution within the shortest time possible.
• Continuous review with insurers to ensure strict adherence of set SLAs and guidelines.
• Timely response to customers and Branch enquiries
• Take part in vetting of terms to ensure completeness and fair pricing of products.
• Review of all legal related claims in liaison with relevant insurers.
• Managing physical total loss documents and submission to the relevant insurers.

Qualifications

Qualifications and Experience

• Bachelor’s degree in, Insurance or a Business-related degree. 
• A Certificate of Proficiency (COP) in Insurance
• 1 Year experience in underwriting and claims
• Strong knowledge of compliance and regulatory requirements in both banking and insurance sectors.
• Sales experience is an added advantage.

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The Sales and Relationship Manager is responsible for driving sales growth through the effective management of the sales team as well as the merchant and customer relations. This role requires a blend of personal touch, technical expertise, and sales acumen to provide solutions that meet customer needs and foster long-term relationships. 

Key Responsibilities:

Sales Strategy Development:

• Develop and implement effective sales strategies to achieve company goals and increase market share. 

Team Leadership:

• Manage, mentor, and train the relationship team, ensuring they are equipped with the necessary tools and knowledge to succeed. 

Customer Engagement:

• Engage with key customers to understand their requirements, provide product demonstrations, and deliver tailored solutions. 

Technical Expertise:

• Provide support and guidance during the sales process, addressing any customer concerns and collaborating with technical teams as needed. 

Market Analysis:

• Analyze market trends and competitor activity to identify opportunities for growth and areas for improvement. 

Collaboration:

• Work closely with marketing, product development, and customer support teams to align sales strategies and enhance product offerings. 

Reporting:

• Prepare sales reports, forecasts, and presentations for senior management, highlighting progress and areas for improvement. 

Product design

• Contribute ideas to product designs which give the organization a competitive edge. 

Partnerships

• Identify key partners in the industry and establish partnerships that offer value to the organization

Qualifications: 

• Bachelor’s degree in a relevant field. 
• Proven experience in technical sales or a related field. 
• Excellent communication and interpersonal skills. 
• Ability to analyze and solve complex technical issues. 
• Experience in managing a sales team is a plus. 
• Proficiency in CRM software and Microsoft Office Suite. 

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The Technical Sales Manager is responsible for driving sales growth through the effective management of the technical sales team. This role requires a blend of technical expertise and sales acumen to provide solutions that meet customer needs and foster long-term relationships. 

Key Responsibilities: 

Sales Strategy Development: 

• Develop and implement effective sales strategies to achieve company goals and increase market share. 

Team Leadership: 

• Manage, mentor, and train the technical sales team, ensuring they are equipped with the necessary tools and knowledge to succeed. 

Customer Engagement: 

• Engage with key customers to understand their technical requirements, provide product demonstrations, and deliver tailored solutions. 

Technical Expertise: 

• Provide technical support and guidance during the sales process, addressing any customer concerns and collaborating with technical teams as needed. 

Market Analysis: 

• Analyze market trends and competitor activity to identify opportunities for growth and areas for improvement. 

Collaboration: 

• Work closely with marketing, product development, and customer support teams to align sales strategies and enhance product offerings. 

Reporting: 

• Prepare sales reports, forecasts, and presentations for senior management, highlighting progress and areas for improvement. 

Product design 

• Contribute ideas to product designs which give the organization a competitive edge. 

Partnerships 

• Identify key partners in the industry and establish partnerships that offer value to the organization. 

Qualifications: 

• Bachelor’s degree in a relevant field. 
• Proven experience in technical sales or a related field. 
• Excellent communication and interpersonal skills. 
• Ability to analyze and solve complex technical issues. 
• Experience in managing a sales team is a plus. 
• Proficiency in CRM software and Microsoft Office Suite.

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• The Core Banking Applications Developer will support the business to achieve its goals and objectives using effective, contemporary IT practices, modern technologies, and adhering to the laid down policies and procedures to achieve the strategic objectives.  
• The resource will offer both functional and technical expertise related to Finacle core system to meet key objectives of IT; ensure system availability, provide continuity, confidentiality, and continuous Improvement. 

Job Responsibilities/ Accountabilities: 

• Finacle Core banking scripting (SSO, CRM, CORE, C24, FI), Java programming, javascript scripting, customization and enhancements of new and existing functionalities and workflows 
• Provide Level 2 (L2) technical & functional and administration support of applications ensuring compliance with business expectation.  
• Development of new inbound and outbound APIs for Finacle CORE, Finacle CRM, Finacle SSO, Finacle SVS,  Finacle Reporting Infrastructure. 
• Finacle Report development using Reporting Infrastructure and Maha Reports 
• Carry out troubleshooting, installation, configurations, correction of scripts including optimizations, guidance, escalations, coordination with vendor & end user training. 
• Implement and maintain systems for monitoring/audit of functionalities. 
• develop and update technical procedures, release notes/ deployment architectures and desktop instruction documents for all assigned applications. 
• Implement changes in parameters, configurations and deployment of patches based on approved Change / Configuration Management process. 
• Provide required support for rollout of new functionalities, products, processes, and mandates. 
• Provide regular status update of issues / requirements assigned / allocated. 
• Adhere to bank’s incident, problem, and change management processes (Ticket assignment and resolution, Problem management to resolve root cause of repeat incidents, attend CAB meetings and verify all changes implemented are properly tested to minimise incidents related to changes). 
• Support business in executing UATs. 
• Support the execution of design, planning and implementation of bank projects that promote business needs.  
• Ensure security of data and information within the Applications Systems (Data Protection laws apply). 
• Support the business continuity management activities (deployment, restoration, failovers, DR testing)
• Training of the application to the relevant support teams.
• Demonstration of sound technical judgement, communication skills and talented development capabilities. 
• To maintain the Culture Brand of the organization and customer service.
• Contribute to business growth and sales of the organization. 

Essential Knowledge 

Key Critical Competencies 

• Proficiency of Finacle core banking system is a must. 
• BFSI knowledge is a must 
• Relational Database knowledge. Oracle, mysql, postgres 
• Programming knowledge; java, javascript 
• Integration experience using ISO8583 and SOAP, json
• Unix scripting 
• Enterprise IT skills. 
• Excellent and effective communications skills, both orally and in writing. 
• Being adaptable, excellent Teamwork/Interpersonal skills. 
• Customer handling skills 
• Work under pressure and multitask 
• Flexibility to work in 24x7 environment 
• Analytical, troubleshooting & problem-solving skills 
• Understanding of organization, vision, mission, and culture 
• Understanding of banking processes, technologies, and best practices 
• Understanding of below mentioned platforms, applications, databases, and utilities: 
• UNIX / Linux / MS Windows Server 
• Programming Languages (Java, Js, C++, JavaScript, XML) 
• Scripting languages including unix 
• Oracle, SQL, PL-SQL 
• Web Technologies (J2EE, IIS, Weblogic, Apache) 
• Banking, Financial sector and Insurance domain knowledge 

Requirements: 

• Bachelor’s degree in IT or equivalent. 
• System administration skills and/or certifications for example: linux, microservices,  
• Database Management skills - (oracle, mssql, mysql, db2, postgre, maria, etc),  
• Middleware/ webserver skills - (weblogic, websphere, tomcat, wildfly, etc) 
• Programming skills -Java, javascript, C++, unix scripting, and other related certifications. 
• Project management  
• BFSI domain knowledge clearing, operations, trade finance, credit, etc