Jobs at Zamara Kenya

Roles and responsibilities

• Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team.
• The Financial Advisor will be responsible for financial planning, providing finance advice, retirement planning, investment management, and offering financial advisory services.

In more detail, the areas of responsibility include:

Business Development & Client Relationship Management

• Skillfully closing sales and meeting the allocated sales targets
• Quality lead generation and effective follow-up on prospective opportunities.
• Client engagement and relationship management.

Financial Planning

• Work closely with clients to understand their financial situation and goals, develop customized plans to help them achieve those goals.
• Providing holistic guidance on products (e.g. pensions, investments, insurance, trusts etc) that align with the client’s financial objectives and risk appetite.
• Recommend and execute business strategies in line with the company’s objective.

Industry Research & Product Knowledge

• Demonstrate solid understanding of financial concepts and of developments in the economy/markets (both local and global).
• Demonstrate solid understanding of financial products available in the market.

Experience and personal qualities

The following experience is preferred:

• Bachelor’s degree in finance, economics, or related field.
• Minimum of 3 years’ experience in the financial sector.
• Certifications such as Certified Public Accountant (CPA) ,Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Chartered Wealth Manager (CWM) or are highly desirable.
• Financial Planning and Finance skills.
• Prior experience in the financial services industry is beneficial.
• Retirement Planning and Investments expertise.
• Ability to provide comprehensive Financial Advisory services, self-driven, ambitious and ability to meet set targets.
• Business Acumen.
• Relationship building & networking skills.
• Excellent oral & written communication skills.

The following personal qualities are preferred:

• High level of professionalism and integrity.
• Ability to manage expectations.
• Self-awareness
• Resilient
• Problem Solving

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Roles and responsibilities

• Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team.
• The Client Service Executive will offer efficient and effective client service in order to drive client satisfaction and client retention.

In more detail, the areas of responsibility include:

Business Development/Onboarding Support

• Supporting and working with the client service team.
• Administering new client pensions, investment and insurance contracts.
• Ensure smooth client onboarding and handover to the team.

Client Relationship Management

• Servicing existing client arrangements.
• Taking calls and messages from clients and passing them to the responsible team member.
• Dealing with pension scheme/umbrella fund complaints, disputes, general inquiries and respondence from members, advisers, trustees, fund managers and communicating with them appropriately.
• Ensure timely response to all queries and management of client expectations.

Operational efficiency

• Checking the daily work schedule to follow up and complete given tasks.
• Prioritize a busy workload, ensuring to meet set deadlines.
• Assist advisors in preparing for meetings by gathering relevant paperwork.
• Escalate client complaints.
• Capture client meeting minutes and file notes to ensure there is common understanding of client needs/expectations/advisory.
• Assist in implementing the agreed SLAs to drive cross selling, up selling and client retention.
• Effectively liaise with product providers and partners.
• Ensuring excellent attention to detail is taken when writing letters/financial documentation.
• Work on Microsoft excel daily including utilizing graphs, macros and formulas.
• Other ad hoc projects duties for the team.

Record Management

• Maintaining member records.
• Verification of data.

Experience and personal qualities

The following experience is preferred:

• Bachelor’s degree in a business-related course.
• Minimum of 1 years’ experience in client service support.
• Good knowledge of Zamara retail solutions and products.
• Proactive and uses initiative.
• Relationship building & networking skills.
• Excellent oral & written communication skills.

The following personal qualities are preferred:

• Assertive
• Ability to manage expectations.
• Self-awareness
• Resilient
• Interpersonal relationship
• Problem Solving

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Roles and responsibilities

• Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team.
• The Marketing Executive will be responsible for managing and supporting numerous strategic marketing initiatives for Zamara retail products.

In more detail, the areas of responsibility include:

Marketing Strategy, Research & Analytics

• Conduct market research to better understand the marketing needs of Zamara Retail products and the target audience.
• Develop and implement holistic marketing strategy.
• Oversee customer experience, including but not limited to monitoring customer complaints and following through to ensure the issue has been resolved.
• Building sustainable relationships and partnerships with other key players such as vendors, advertising agencies and creative artists as per the need.

Lead Generation

• Managing all aspects of marketing funnel.
• Pipeline management.

Digital Marketing & Advertising

• Content management on digital channels; creating engaging and informative content for the website blog, social media and any other content marketing channels that the business might leverage.
• Support the team to develop, plan and implement effective marketing calendar and campaigns.
• Develop, implement and measure advertising spend.

Content, Communications & Events

• Support the team to produce creative content for all marketing collateral and assist in editorial section.
• Conceptualize, plan and organise key customer facing events.
• Assist with the setup, facilitation and execution of internal and external events.
• Liaise with vendors, exhibitors and stakeholders during events to ensure everything is in order.
• Help in sourcing branded merchandise that will be used in different marketing initiatives.

Experience and personal qualities

The following experience is preferred:

• Bachelor’s degree in marketing, business administration or related field.
• Minimum of 3 years’ experience in marketing.
• Good knowledge of marketing and CRM Software
• Good knowledge of Zamara retail solutions and products.
• Business Acumen
• Relationship building & networking skills.
• Excellent oral & written communication skills.

The following personal qualities are preferred:

• Assertive
• Creative
• Ability to manage expectations.
• Self-awareness
• Resilient
• Interpersonal relationship
• Problem Solving