Background information about the job or company (e.g., role context, company overview)

National Bank is a major player in Kenya’s banking industry. It is one of the largest banks in the country giving financial services to all sectors of the economy. The bank will continue to cover the financial landscape and respond positively to the needs of its customers, shareholders and the economy besides offering traditional financial services and pro...

Responsibilities or duties

The Planning & Business Performance Manager is responsible for driving business planning, performance monitoring, analytics, and strategic execution across the Retail Banking Division. The role ensures disciplined tracking of sales, balance sheet performance, profitability, portfolio quality, and operational efficiency while providing actionable insights to Retail Management Committee and Branch network to drive sustainable growth.

Qualifications or requirements (e.g., education, skills)

• Bachelor's degree in Statistics, Mathematics, Finance, Economics, Data Science, or a related field from a recognized University.
• Master’s degree in a Business-related field from a recognized University is an added advantage.
• Strong analytical, financial modeling, and data interpretation skills
• Advanced Excel, Power BI, or similar BI tools proficiency
• Excellent interpersonal, communication and presentation skills
• Sound knowledge of Banking statutory requirements
• Strategic thinking with strong execution focus
• Excellent stakeholder engagement and communication skills
• Strong commercial acumen and problem-solving capability
• Integrity and High attention to detail and ability to work under pressure

Experience needed

Five (5) year’s work experience with at least three (3) years in business analysis function or in similar role from a

• Lead divisional business planning, budgeting, forecasting, and execution of strategic initiatives for Retail Banking.
• Translate the Banks’ strategic objectives into clear Divisional, Regional, Branch, and Individual performance targets.
• Prepare consolidated Executive Management reports, dashboards, and performance updates for informed decision-making.
• Track execution of management decisions, initiatives, and action points across the Retail Banking Division.
• Monitor daily, weekly, and monthly sales performance across all retail products, segments, and delivery channels.
• Track and evaluate performance of Branches, Bales teams, and Individual roles against approved sales targets.
• Monitor daily balance sheet performance, including deposits, loans, funding mix, large movements, and segment shifts.
• Review deposits and loans portfolio performance, including NPLs, FID, attrition, product penetration, and customer growth and give insights to the RMC (Retail Management Committee).
• Design, prepare, and manage accurate monthly performance scorecards for sales, operations, and branch staff.
• Monitor unfunded accounts and drive timely follow-up actions to improve account activation and funding rates.
• Monitor regional financial performance, including balance sheet growth, P&L outcomes, cost control, and revenue leakage.
• Provide business intelligence, analytics, stakeholder support, and ad hoc performance insights to Retail Banking leadership and the Directors Office

• Strong analytical, financial modeling, and data interpretation skills
• Advanced Excel, Power BI, or similar BI tools proficiency
• Excellent interpersonal, communication and presentation skills
• Sound knowledge of Banking statutory requirements
• Strategic thinking with strong execution focus
• Excellent stakeholder engagement and communication skills
• Strong commercial acumen and problem-solving capability
• Integrity and High attention to detail and ability to work under pressure

• Bachelor's degree in Statistics, Mathematics, Finance, Economics, Data Science, or a related field from a recognized University.
• Master’s degree in a Business-related field from a recognized University is an added advantage.