Background

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. 

Job Purpose

The role holder will be responsible for top-line growth in sales to retail customers through Retail and Corporate business. The role holder will manage a team of Business Development Officers and drive businesses through all the intermediaries.

Key Responsibilities

• Drive BAM retail sales targets through the different Channels.
• Drive growth in retail client numbers through all Channels.
• Aggressive weekly Branch and client engagements – At least 3 per week of each.
• Provide regular training to the Financial Advisor (FA) Network/units and Branches on investments products, processes, and target markets.
• Open markets for the Financial Advisors (FA) network.
• Maintaining relationships with Branch Managers to ensure 50% on target.
• Regular Channel and BDO engagements and pipeline management/ tracking and conversion – target 30% conversion.
• Joint client pitching with the Business Development Officers (BDOs) , Branch Managers and FAs- follow up to ensure closure.
• Client onboarding, meetings and responsible for day-to-day relationship management.
• Relationship management with all the internal and external stakeholders.
• Take up other delegated duties as and when.
• Organize industry events-Generate Pipeline and ensure Return on Investment (ROI).
• Preparation of presentations for customers, meetings and any other arising need.
• Prepare periodic reports as demanded by the business.

Knowledge, Experience and Qualifications Required

• Bachelor’s degree in Business administration, Finance, Economics, Marketing, Commerce, or a related field.
• Professional qualifications in Business Development, Sales, Marketing, Investment, Finance or a related discipline will be an added advantage.
• Relevant professional qualifications in Investment/Asset Management such as CISI, CFA, CPA or equivalent will be an added advantage.
• Minimum 5-7 years’ relevant experience in Business Development, Sales, Relationship Management, Partnerships, Asset Management, Banking, Insurance or a related field.
• Demonstrable experience in client acquisition, relationship management and revenue/business growth.
• Experience managing and converting sales leads and maintains a healthy business pipeline.
• Experience developing and maintaining relationships with corporates, institutions, intermediaries, strategic partners or high-value clients.
• Experience supporting or implementing business development initiatives and partnerships.
• Experience preparing business proposals, presentations, tenders, reports and business cases.
• Experience working across multiple internal teams to deliver client or commercial initiatives

Additional Notes

This role requires individuals who demonstrate a digital-first mindset, customer focus, agility, accountability, collaboration, data-driven decision-making, continuous improvement orientation, learning agility and the ability to thrive in a changing business environment to support successful delivery of the strategy.

• Drive BAM retail sales targets through the different Channels.
• Drive growth in retail client numbers through all Channels.
• Aggressive weekly Branch and client engagements – At least 3 per week of each.
• Provide regular training to the Financial Advisor (FA) Network/units and Branches on investments products, processes, and target markets.
• Open markets for the Financial Advisors (FA) network.
• Maintaining relationships with Branch Managers to ensure 50% on target.
• Regular Channel and BDO engagements and pipeline management/ tracking and conversion – target 30% conversion.
• Joint client pitching with the Business Development Officers (BDOs) , Branch Managers and FAs- follow up to ensure closure.
• Client onboarding, meetings and responsible for day-to-day relationship management.
• Relationship management with all the internal and external stakeholders.
• Take up other delegated duties as and when.
• Organize industry events-Generate Pipeline and ensure Return on Investment (ROI).
• Preparation of presentations for customers, meetings and any other arising need.
• Prepare periodic reports as demanded by the business.

• Client acquisition
• Relationship management
• Revenue/business growth
• Sales lead conversion
• Pipeline management
• Developing and maintaining relationships with corporates, institutions, intermediaries, strategic partners or high-value clients
• Supporting or implementing business development initiatives and partnerships
• Preparing business proposals, presentations, tenders, reports and business cases
• Working across multiple internal teams
• Digital-first mindset
• Customer focus
• Agility
• Accountability
• Collaboration
• Data-driven decision-making
• Continuous improvement orientation
• Learning agility

• Bachelor’s degree in Business administration, Finance, Economics, Marketing, Commerce, or a related field.
• Professional qualifications in Business Development, Sales, Marketing, Investment, Finance or a related discipline will be an added advantage.
• Relevant professional qualifications in Investment/Asset Management such as CISI, CFA, CPA or equivalent will be an added advantage.