Fresh Jobs at Equity Bank Kenya

Job Purpose: 

The Custody Sales Manager is responsible for driving the growth of the Bank's Custody Services business by acquiring new institutional and retail clients, expanding existing client relationships, and promoting the Bank's custody solutions across target market segments. The role is accountable for developing and executing sales strategies, managing the business development pipeline, identifying market opportunities, and collaborating with internal stakeholders to deliver tailored custody solutions that meet client needs while supporting the Bank's strategic growth objectives.

The role serves as the primary commercial interface between the Bank and institutional investors, fund managers, pension schemes, insurance companies, development finance institutions, sovereign entities, and other capital market participants, ensuring exceptional client experience throughout the sales lifecycle.

Key Responsibilities: 

Business Development & Sales

• Develop and execute the country’s custody sales strategy to grow assets under custody, client portfolio, and revenue.
• Identify, originate, and convert new custody business opportunities across institutional and corporate market segments.
• Build and maintain a strong pipeline of prospective custody clients through market intelligence, networking, referrals, and industry engagement.
• Lead client acquisition efforts, including preparing proposals, responding to Requests for Proposals (RFPs), conducting presentations, and negotiating commercial terms.
• Achieve agreed sales, revenue, and profitability targets for the custody business.

Relationship Management

• Develop and manage strategic relationships with institutional investors, pension funds, fund managers, insurance companies, asset managers, development finance institutions, and other capital market participants.
• Grow existing client relationships by identifying cross-selling and up-selling opportunities across the Bank's product suite.
• Conduct regular client engagement meetings, business reviews, and market updates to strengthen relationships and improve client satisfaction.
• Serve as the primary commercial contact for custody clients and coordinate timely resolution of client issues with internal teams.

Product Development & Market Intelligence

• Monitor industry trends, competitor activities, regulatory developments, and market opportunities to enhance the Bank's custody value proposition.
• Work closely with Product Development and Operations teams to enhance existing custody solutions and develop new products aligned to market needs.
• Support the launch of new custody products, market initiatives, and digital capabilities.
• Collect client feedback to improve service delivery and product competitiveness.

Stakeholder Management

• Collaborate with Relationship Management, Treasury, Corporate Banking, Investment Banking, Risk, Compliance, Operations, Legal, and Technology teams to deliver seamless custody solutions.
• Build strong relationships with regulators, stock exchanges, central securities depositories, brokers, registrars, and market infrastructure providers.
• Represent the Bank at industry forums, conferences, and professional events to enhance market visibility and generate business opportunities.

Sales Governance & Performance Management

• Maintain an accurate sales pipeline and customer relationship management (CRM) records.
• Prepare regular sales reports, forecasts, market intelligence reports, and business performance updates.
• Ensure all sales activities comply with regulatory requirements, internal policies, and customer due diligence standards.
• Support onboarding processes by coordinating with Operations and Compliance to ensure timely client implementation.ence standards.
• Support onboarding processes by coordinating with Operations and Compliance to ensure timely client implementation.

Qualifications

Education and Experience: 

Academic Qualifications

• Bachelor’s degree in finance, Banking, Economics, Business Administration, Accounting, or a related discipline from a recognized university.

Professional Certifications

• CISI Certificate or Diploma in Securities Services, Capital Markets, or Investment Operations is an added advantage.
• ACI Dealing Certificate, CFA, or other relevant financial markets certifications will be an added advantage.
• Professional qualifications in Sales, Relationship Management, Banking, or Capital Markets are desirable.

Experience: 

• Minimum of five (5) years' experience in Custody Services, Securities Services, Institutional Banking, Corporate Banking, Treasury Sales, Capital Markets, or Financial Markets.
• Proven experience in institutional sales, relationship management, or business development within the financial services sector.
• Demonstrated track record of originating and closing institutional business opportunities.
• Experience engaging institutional investors and capital market participants will be an added advantage.

Key Skills and Competencies: 

• Strong knowledge of custody and securities services sales, business development and client relationship management.
• Good understanding of capital markets, custody products and post-trade services.
• Ability to manage sales pipelines, prepare commercial proposals and negotiate client solutions.
• Sound understanding of regulatory, compliance and operational requirements relating to custody services.
• Strong stakeholder management, communication, negotiation and presentation skills.
• Ability to identify business opportunities, cross-sell products and deliver client-focused solutions.

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Role Purpose:

The Monitoring, Evaluation, Research and Learning (MERL) Data Manager will support the design, implementation and continuous improvement of monitoring, evaluation, research, learning and data management for the Food & Agriculture (F&A) Pillar. The role will ensure that pillar data are efficiently collected, managed, analysed, visualized and reported to generate timely, high-quality evidence for programmes implementation, adaptive management, donor accountability and organizational learning. 

The MERL Data Manager will strengthen the Pillars' digital data and information management ecosystem by supporting the development, administration, integration with existing digital data collection and management platforms and business intelligence solutions. The role will support end-to-end data management processes, including data collection, validation, storage, integration, analysis, visualization and reporting while promoting automation, interoperability, data quality, and data security to improve programmes performance and operational efficiency. 

Working collaboratively with pillar teams, IT teams, implementing partners, donors and other stakeholders, the MERL Data Manager will provide technical support in monitoring, evaluation, research, learning, digital information systems, and knowledge management. The role will contribute to strengthening evidence generation and the integration of cross-cutting priorities into programmes monitoring systems. 

Key responsibilities

• Support the design, implementation and continuous improvement of Monitoring, Evaluation, Research and Learning (MERL) systems for the Food & Agriculture (F&A) Pillar. 
• Develop digital data collection and administer programme databases including on DMIS platform to support efficient programme monitoring, reporting, and performance tracking. 
• Coordinate the collection, validation, cleaning, integration, storage, analysis, visualization, and reporting of programme data, ensuring accuracy, completeness, and timeliness. 
• Develop and maintain interactive dashboards, automated reports, and business intelligence solutions that provide real-time programme performance insights and support evidence-based decision-making. 
• Provide technical support for baseline, midline, endline, outcome, and impact assessments, including data management, statistical analysis and dissemination of findings. 
• Document and disseminate data best practices, innovations, and knowledge products to strengthen organizational learning and adaptive programme management. 
• Build the capacity of programme teams and implementing partners in MERL methodologies, digital data systems, data analytics, reporting, and the use of business intelligence tools. 
• Collaborate with internal and external stakeholders to strengthen digital MERL systems and support programme design, implementation, reporting, evaluation and continuous improvement for the F&A Pillar. 
• Support development and maintaining of GIS-enabled datasets, maps and spatial analyses to support programme planning, beneficiary mapping, environmental monitoring and impact assessment. 
• Stay abreast of emerging MERL methodologies, Artificial Intelligence (AI), digital technologies and data analytics best practices and recommend innovations that enhance data management, reporting efficiency, evidence generation and programme performance. 

Qualifications

Academic Qualifications and Certifications:

• Bachelor's degree in Data Science, Statistics, Computer Science, Monitoring and Evaluation, Agricultural Economics, Environmental Science, Social Sciences or a related field. A Masters’ Degree will be an added advantage.
• Professional certification in Monitoring & Evaluation, Results-Based Management (RBM), Data Analytics, GIS for spatial analysis, Business Intelligence (e.g Power BI/Tableau), Database Management, or Project Management (PMP/PRINCE2) will be an added advantage. 

Experience requirements:

• Minimum of 10 years' experience in monitoring, evaluation, research, learning, data management, business intelligence or programme analytics within the development, agriculture, climate, environmental or related sectors.
• Proven experience developing and managing Management Information Systems (MIS), programme databases, dashboards and automated reporting solutions.
• Strong experience in data cleaning, validation, transformation, migration, integration, and quality assurance.
• Demonstrated experience administering digital data collection platforms such as ODK, KoboToolbox, SurveyCTO, CommCare or similar technologies.
• Experience using Power BI, Tableau, Excel Power Query, SQL, ArcGIS or similar analytical and visualization tools
• Experience supporting donor-funded programmes through programme monitoring, data management, and results reporting.
• Experience conducting quantitative and qualitative data analysis and translating findings into actionable programme insights.
•  Knowledge of statistical software such as SPSS, R, Python, or Stata will be an added advantage.
• Experience in agriculture, climate resilience, natural resource management, environmental conservation, renewable energy, or rural development programmes will be an added advantage.

Key Technical skills and leadership competencies:

• Strong analytical and data interpretation skills 
• Proficiency in MERL tools, methodologies and technologies 
• Results-oriented with strong attention to detail 
• High integrity, accountability and commitment to learning