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  • Posted: Jul 17, 2024
    Deadline: Jul 24, 2024
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    The new NCBA has harnessed the power of both NIC and CBA to create a bank that brings together the best of both worlds from cutting edge mobile banking to good old-fashioned relationship management; from scalable business banking to financial services that grow as your business does; from best-in-class choice of products to investment solutions tailored to your specific needs.
    Read more about this company

     

    Customer Product Advisor-Ecosystem Banking

    Job Purpose Statement

    To consistently deliver exceptional Ecosystem Banking sales results for Commercial & SME Division of Retail Banking. This will be achieved by planning, developing, analyzing and implementing sales plans to meet sales objectives of the company.

    Key Accountabilities (Duties and Responsibilities)

    Perspective   % Weighting

    (to add up to 100%) Output

    Financial    70%  New Business

    • To achieve the set sales targets/plans for all the Ecosystem Banking products weekly, monthly and quarterly consistently.
    • To co-ordinate sales activities in the market aimed at customer acquisition or customer management e.
    • Manage, organize, implement and co-ordinate sales activations and promotions effectively in liaison with all stakeholders; marketing and service teams for the successful outcome of business plans.
    • Provide feedback to the Ecosystem Banking  management team on the execution of promotions and sales operations activities in the market
    • Monitor market conditions and trends and constantly give feedback to management for decision making.
    • To actively manage customer information flow from the bank

    Internal business processes   30%    

    Processing (15 %)

    • Ensure KYC compliance
    • Manage sales and customer records
    • Follow through on pipelines & sales plans
    • Deliver on SLA & TAT

    Sales Administration (15%)

    • Manage sales records
    • Pipelines
    • Customer records
    • Sales plans
    • Deliver acceptable level on service level agreement and NPS Rate.

    Customer experience 

    • Demonstrate NCBA Bank values.
    • Learning and growth
    • Ensure attendance of product refresher courses and E-Learning hours are achieved for self.
    • Adhere to policy on annual leave.

    Job Dimensions

    Reporting Relationships: jobs that report to this position directly and indirectly

    • Direct Reports           None
    • Indirect Reports        None

    Stakeholder Management: key stakeholders that the position holder will need to liaise/work with to be successful in this role.

    Internal

    • Commercial & SME Banking RM’s, Branch teams, Sales Team Leaders, Consumer Banking RMs,   External

    Prospective Business Customers

    • Decision Making Authority /Mandates/Constraints: the decisions the position holder is empowered to make (Indicate if it is Operational, Managerial or Strategic). Please also highlight any budgetary control responsibility if applicable for the role. 

    Operational

    • Work cycle and impact:  time horizon and nature of impact (Planning)
    • (e.g. Less than 1 week, 2 weeks, 2 weeks – 1 month, 1month – 3 months, 3-6 months, 6-12 months, above 1 year)
    • 2 weeks

    Ideal Job Specifications

    Academic:

    • Minimum of a Diploma in a business related field
    • A degree is an added advantage

    Professional:

    • Not mandatory

    Desired work experience:

    • Previous sales experience

    Method of Application

    Interested and qualified? Go to NCBA Group on career5.successfactors.eu to apply

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