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  • Posted: Jul 10, 2024
    Deadline: Jul 17, 2024
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    Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi. The group offers a wide range of financial products and services in Insurance, Asset management, Ban...
    Read more about this company

     

    Portfolio Manager

    Job Purpose: 

    Optimally invest client portfolios and report to the clients as per mandate.

    Key responsibilities:

    • Have professional objective insight on current and future economic conditions and industry trends.
    • Undertake fundamental analysis of investment opportunities across traditional and non- traditional asset classes.
    • Generate reports as necessary for presentations to internal and external stakeholders.
    • Attend and present at clients’ board of trustee and annual general meetings.
    • Actively contribute towards model portfolio construction through asset allocation and security selection decisions.
    • Construct and rebalance portfolios for optimal investments while considering regulatory, IPS limits.

    Knowledge, experience and qualifications required:

    • Bachelor's degree in Commerce, Finance, Economics or relevant field.
    • CFA Finalist.
    • 5 - 8 years experience in fund management with hands on experience in equities, fixed income, offshore and
      private equity asset classes.
    • At least 2 years in a similar position
    • Member of relevant professional body: ICIFA, CISI, CFA

    go to method of application »

    Senior Relationship Executive

    Job Purpose:

    The role holder will be responsible in leading and managing the assigned banks to distribute profitable Britam products, coordination with the bancassurance head office managers, Bancassurance Officers and Regional relationship officers to generate revenues for all lines of businesses. Work together with the regional team to support implementation of the specific bank partners strategies across different regions.

    Key Responsibilities:

    • Work closely with Bancassurance Head office team responsible for partner portfolio strategies for full implementation in the regions on all lines of businesses (GI, Medical, EMC, Life & Pension).
    • Work together with regional relationship officers to develop a regional-specific strategy to unlock potential with key bank partners.
    • Responsible for supporting onboarding regional domiciled partners i.e., Saccos, MFI’s and other financial institutions.
    • Implement all drivers of business to deliver on all agreed service level agreements at regional levels.
    • Communicate regional expectations and provide insights back to the business to deliver competitively on a product or process for different regions.
    • Ensures team working and knowledge sharing.
    • Ensure profitable business growth objectives are met with each allocated region through new business and retention of existing business.
    • Develop training calendars for regional bank teams on products and process and oversee implementation of all training programmes.
    • Support in managing relationships of key regional accounts and corporate clients to support regional sales officers/managers.
    • Facilitate preparation of accurate and competitive quotations for insurance business and ensure they are delivered promptly to potential clients.
    • Oversee the processing of tenders/RFPs and ensure required documentation is availed on time for the allocated banks.
    • Share feedback in product development and delivery for right fit of products to the partners.
    • Ensure prompt follow-up on renewals to ensure that the prescribed retention ratio is achieved.
    • Ensure debt management in lines with the set credit control for all business booked by self and by assigned banca relationship executives.
    • Ensure assigned relationship executives have approved work plans and schedules.
    • Ensure preparation of expense budgets and revenue targets as shall be stipulated from time to time.
    • Delegated Authority: As per the approved Delegated Authority Matrix
    • Perform any other duties as may be assigned from time to time.

    Relationship building & sales management

    • Builds, maintains, and sustain business relationships with the bank partners’ branch managers, RMs & Senior Relationship Managers at the branches.
    • Active management of relationships with all bank branches to ensure smooth running of the distribution channels in delivering targets.
    • Integrate well with all members of the team into a harmonious unit committed to the team vision and direction within the team (Intra-team).
    • Takes personal responsibility for coaching and mentoring others.
    • Receptive to constructive criticism, feedback and ideas from supervisors, business partners and colleagues.
    • Maintain event calendars for all partners to increase team building and synergy while ensuring Britam brand building.
    • Applies knowledge, resources, and experience to resolve problems.
    • Ensure after sales service support including provision of the requisite contracting documentation such as policy documents, cover notes etc.
    • Ensure that all SLAs and TATs are met and report any deviations to inform corrective action.
    • Maintain an activities tracker that ensures that all strategic initiatives are well always tracked for the allocated banks.

    Training:

    • Ensures empowerment trainings on products and processes to our mutual bank partners (Across all lines of businesses) takes place in the regions as and when required.
    • Ensures that induction training are carried out for all new partner officers on Britam processes and procedures.
    • Ensure that customers are well appraised on the solutions taken up through training, write-ups and after-sales follow-up for feedback.

    Reporting

    • Ensure that stipulated weekly and monthly reports are prepared and shared within the agreed timelines and in the format stipulated.
    • Ensure that monthly expense reports are prepared and submitted within the stipulated processes and procedures.

    Knowledge, experience and qualifications required:

    • Bachelor of Commerce degree or any other business-related degree.
    • Professional qualification in Insurance (ACII, FLMI or IIK), or Significant progress.
    • 3-6 years experience in insurance services/Financial two of which must be in a busy insurance
      business development environment, sales relationship management and or bancassurance
      environment.

    Method of Application

    Use the link(s) below to apply on company website.

     

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