HF Group Relationship Manager – Schemes – Jobs in Kenya

Overall Job Purpose

The Relationship Manager – Schemes will be responsible for driving Retail Schemes Solutions to grow quality asset & liability portfolios, attracting and retaining customers from specified schemes companies to maximize of profit through a motivated sales team.

They will also be responsible for retaining the existing scheme customer base and enhance the value chain through cross-selling of other bank products and services.

Principle Accountabilities

Identify potential schemes companies and develop methods/approaches of driving the sales efforts within the scheme to attain the sales budget.

Manage the sales activities in scheme companies as per sales strategy by planning, directing and monitoring to efficiently and economically attain the sales budget.

Manage and coordinate schemes customer support from loan approvals leading to disbursement to ensure regular customer information update and agreed TAT is adhered to for customer satisfaction.

Make schemes proposals for further recommendation to approval by the Head of Sales.

Product and Policy development recommendations, review and implementation through dissemination of market intelligence, proposals, reports emanating from the sales team in order to enhance niche market competitiveness.

Source potential organizations and recommend their inclusion in HF approved schemes list.
Maintenance of relationship with existing schemes including carrying out sales presentations and scheme sales activations.

Support Retail, Branch, Direct Sales & other sales channels to achieve sales objectives in Kenya and follow-up and resolution of customer service issues that arise from schemes.

Work with Marketing & Product Development teams in the development and execution of marketing initiatives for acquisition, retention and growth of customer base.

Support launch of products, sales strategy and campaigns to key segments for profitable and quality business.

Facilitate effective management and service delivery to all HF check-off schemes.

Key link person for maintenance and growth of HF approved check-off schemes.

Involvement with Business units & credit teams and employers to reduce Portfolio at Risk for scheme loans, both existing and new.

Involvement in design of processes for check-off loans administration to reduce wastage and reworks

Proactive involvement in aligning Bank’s service delivery and internal processes with emerging County business and devolved functions of Government.

Generate referrals and use market intelligence to achieve deeper relationships with customers.

Advise the Business on companies and individuals which exhibit high risk policies and practices hence control and manage risk

Drive cross selling and migration by tailoring solutions to deepen client relationships

Maintain a strong performance culture through an inspiring the sales teams

Minimum Qualifications, Knowledge and Experience

A business related degree

Minimum 5 years’ experience in banking with at least 3 years in Scheme Relationship Management in a highly competitive environment.

Key Competencies and Skills

Presentation skills

IT Skills (Basic MS Office)

Schemes management

Financial Analysis

Interpersonal skills

Analytical skills


Communication skills

Time management

Negotiation skills

Selling skills

Presentation skills

Application Deadline

15 August 2022
For more information and job application details, see; https://www.hfgroup.co.ke/careers/joblisting/relationship-manager-schemes-2022-08-01-07-11-34

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