JOB OBJECTIVE(S)

Develop business prospects across target markets, specifically NGOs, SACCOs, and other institutional clients.

Manage and grow existing relationships with NGOs, SACCOs, and other financial institutions, ensuring continuous income generation and strong business partnerships.

Role and Responsibilities

Conduct political, economic, social, and technological analysis to identify emerging opportunities and risks within the NGO and SACCO segments.

Develop business prospects across target markets, focusing on NGOs, SACCOs, and institutional clients.

Develop and refine marketable products tailored to NGOs and SACCOs to enhance competitiveness and market positioning.

Initiate business proposals and proactively pitch solutions to prospective and existing NGO and SACCO clients.

Identify, prioritize, and manage banking relationships with targeted NGOs and SACCOs to drive growth and expansion.

Appraise funding requests, credit lines, and FX requirements from NGOs and SACCOs, recommending appropriate solutions.

Assess risk assets related to NGO and SACCO partnerships and recommend mitigation strategies.

Identify opportunities for additional revenue generation by establishing and nurturing strategic partnerships.

Expand the customer base by marketing tailored banking products and services to NGOs and SACCOs.

Review the financial performance of NGO and SACCO clients and recommend credit facilities to support their operations.

Liaise with clients' financial managers to ensure smooth banking operations and provide advisory services.

Conduct regular client visits and document engagement activities through call memos.

Ensure customer satisfaction through prompt resolution of issues and continuous engagement to foster repeat business.

Provide insights on new market opportunities and contacts relevant to NGOs and SACCOs.

Manage client relationships, develop account plans, and deliver customized financial solutions

JOB REQUIREMENTS

EDUCATION REQUIREMENTS

Minimum educational level – B.sc in any relevant area of discipline

Higher degrees/ Masters/Professional certifications would be an advantage

EXPERIENCE

Minimum requisite experience – 5 years’ relevant experience

Have banking operations, trade finance and correspondent bank experience

Demonstrated experience in managing NGO and SACCO clients.