29 Banking Sales jobs in Kenya
Product and Ideation Manager- Transactional Banking and Digital Sales
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Lets Write Africa's Story Together
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
JOB SUMMARY
The Product and Ideation Manager and digital sales is responsible for driving the development, implementation, and optimization of digital banking solutions—including Payments, Digital Lending, Collections, and Customer Onboarding. This role is pivotal in shaping the bank's digital product portfolio, ensuring timely delivery, market competitiveness, and alignment with customer needs. The job holder will lead cross-functional teams through agile product development cycles, collaborate closely with internal stakeholders and external partners, and champion innovation across the bank's digital channels. With a strong focus on business strategy, service excellence, and cost efficiency, the Product Lead will play a critical role in achieving the bank's digital transformation goals and enhancing customer experience.
Key Tasks And Responsibilities
- Product Development and Ideation (Payments, Digital Lending, Collections, Customer Onboarding)-50%
- Ensure that products (payments, Digital lending, Collections) are scoped, approved and developed within the set timeline and budget.
- Act as the digital lead for regular product reviews to ensure they remain competitive within the agile banking market.
- Lead cross-functional teams through product design, prototyping, testing, and release including having a go to market strategy.
- Translate customer insights and market trends into actionable product features
- Oversee agile development cycles and ensure timely delivery of milestones
- Collaborate with UX/UI designers, engineers, and stakeholders to refine product vision and RFO for the bank is achieved.
- Work closely with Branches, MSME, SME and Community RMs, IB RMs, Business Banking and Retail Banking relationship team on fully embedding Transaction Banking and digital products solutions
- Champion product and sales activities to drive business growth.
- Utilize the existing resources efficiently to ensure the bank has competitive and up to standard product
- Business Planning and Strategy- 25%
- Develop and prepare standard product proposals and presentations for banking services for pitching both internally and externally.
- Liaise with the bank developers and partners to continuously promote and design competitive products for the bank.
- Become the point of reference for clients and bank on the digital product initiatives.
- Implement e-banking and Transaction Banking product solutions to clients, of varying size and complexity.
- Assess and recommend pricing guidelines for Online Banking and Transaction Banking products to ensure the bank remains competitive and at the same time increase overall revenue collection.
- Service Management -15%
- Implement electronic banking and Transaction banking product solutions to clients, of varying size and complexity.
- Ensure the team is well motivated and guided.
- Either through own initiative, or teams, be a pro-active member of the department, working to reduce project implementation cycle time.
- Co-ordinate resolution of digital and transaction Banking related problems within the agreed TAT.
- Become the point of reference for clients and bank on the Transaction Banking initiatives.
- Provide MIS and metrics on progress of products managed and provide input to management on customer implementation progress, and issues, for discussion with Sales Managers, and Relationship Managers.
- Cost Containment – 10%
- Ensure Return on Equity is achieved for all the digital and transaction products by driving to achieve agreed share of wallet (SOW).
- Ensure prudent use of bank resources such as taxis and during customer events such as lunches.
Key Responsibilities
Target Achievement
- Ensuring the product targets set by the bank on digital strategy are met fully and timely. This will be measured quarterly to check progress.
Innovation
- Engage on regular innovation forums with vendors, Information Technology and Management teams and contribute towards ensuring the banks product remain innovative and competitive.
Compliance
- Comply with all the existing banks policies and procedures
- Submit to Risk and audit team when called upon to
- Constant review on the banks digital and transaction banking strategies to ensure they are at per with the best in the market
Conduct regular staff product trainings
- Ensure staff are trained regularly on the bank's digital solutions
- Create CVPs for the sales team in the bank to use during customer presentations
ANTI-MONEY LAUNDERING (AML) EXPECTATION
The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.
Qualifications & Experience
- University Degree in a Business/Sales/IT Related Field - Minimum 2nd Class Honors
- A master's degree qualifications will be an added advantage.
- A professional qualification in IT or project management field is an added advantage.
- Minimum of 5 years of experience in Digital/Transaction banking/Cash management product Development/management role.
- Relevant certifications (Sales and Project Management) are a plus.
Skills, Knowledge & Competencies
- Proficient in Ms Office Suite – Ms Word, Power Point, Ms Visio, Ms Excel, Ms Access etc.
- Strong Understanding of Digital and Cash management products including Mobile Banking, Internet banking, Host to Host Integration, Digital Leding and Card Business
- Excellent problem-solving and troubleshooting skills.
- Strong communication and collaboration abilities.
Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders
Responsibilities
Administration
Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
Business Meetings/Events Arrangement
Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
Correspondence
Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
Document Preparation
Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Work Scheduling and Allocation
Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.
Data Collection and Analysis
Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
Insights and Reporting
Extract and combine data to generate standard reports.
Budgeting
Monitor and analyze data using budgeting systems and protocols.
Personal Capability Building
Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Operational Compliance
Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Procurement
Support others by carrying out simple procurement tasks. Involves following established procedures.
Skills
Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review
Competencies
Directs Work
Drives Results
Ensures Accountability
Manages Complexity
Optimizes Work Processes
Plans and Aligns
Tech Savvy
Education
Bachelor Of Adminstration: Business
Closing Date
30 October 2025 , 23:59
The Old Mutual Story
Financial Services Advisor
Posted today
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Company Description
Lulek Capital Management Ltd offers comprehensive investment and insurance services with a deep commitment to helping individuals and businesses achieve their financial goals. The company blends expertise, innovation, and personalization to deliver exceptional value. With a mission to empower clients with the knowledge and solutions needed to build and protect their financial futures, Lulek Capital offers a range of investment products and strategies, including retirement planning and wealth management. Additionally, the company provides insurance solutions encompassing life, health, and property insurance to safeguard what matters most to clients.
Role Description
This is a full-time on-site role for a Financial Services Advisor located in Nairobi County, Kenya. The Financial Services Advisor will be responsible for providing financial planning, retirement planning, and investment advisory services to clients. Key tasks include analyzing clients' financial situations, offering financial advice, developing personalized financial strategies, and managing investment portfolios. The advisor will also be responsible for maintaining client relationships, conducting regular reviews, and staying updated on financial market trends and products.
Qualifications
- Expertise in Financial Planning and Retirement Planning
- Strong background in Finance and Investments
- Experience in providing Financial Advisory services
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- Experience in the financial services industry is highly desirable
Management Consultant - Financial Services
Posted 2 days ago
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Responsibilities:
- Lead and manage client engagements within the financial services industry, focusing on areas such as strategy, digital transformation, risk management, regulatory compliance, and operational efficiency.
- Conduct thorough market research, data analysis, and diagnostic assessments to identify client challenges and opportunities.
- Develop strategic recommendations and actionable implementation plans tailored to the unique needs of financial institutions.
- Facilitate workshops, interviews, and client meetings (virtually and/or in-person as needed) to gather insights and build consensus.
- Prepare high-quality deliverables, including reports, presentations, and proposals.
- Mentor and guide junior consultants, fostering their professional development.
- Stay abreast of industry trends, emerging technologies, and regulatory changes impacting the financial services sector.
- Contribute to the development of our client's intellectual capital and thought leadership.
- Manage project timelines, budgets, and resources effectively.
- Build and maintain strong client relationships, acting as a trusted advisor.
- Master's degree in Business Administration, Finance, Economics, or a related field.
- Minimum of 6 years of experience in management consulting or within the financial services industry, with a strong consulting track record.
- Deep understanding of the financial services landscape, including banking, insurance, and capital markets.
- Proven expertise in areas such as strategy development, digital transformation, operational improvement, or risk and compliance.
- Exceptional analytical, problem-solving, and strategic thinking abilities.
- Outstanding communication, presentation, and interpersonal skills, with the ability to influence senior stakeholders.
- Experience working in a remote or hybrid capacity, demonstrating excellent self-discipline and collaboration skills.
- Proficiency in data analysis and financial modeling.
- Ability to travel occasionally as required by client engagements.
Management Consultant - Financial Services
Posted 2 days ago
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Compliance Officer - Financial Services
Posted 2 days ago
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Responsibilities:
- Develop and implement comprehensive compliance policies and procedures.
- Conduct regular risk assessments and internal audits to ensure regulatory adherence.
- Monitor and interpret changes in financial regulations and advise management accordingly.
- Oversee AML and KYC processes, ensuring robust controls are in place.
- Investigate potential compliance violations and recommend corrective actions.
- Develop and deliver compliance training programs to employees.
- Prepare and submit required reports to regulatory bodies.
- Liaise with internal and external auditors and regulatory agencies.
- Maintain up-to-date knowledge of relevant laws and industry best practices.
- Promote a strong culture of compliance throughout the organization.
- Bachelor's degree in Law, Finance, Business Administration, or a related field.
- Master's degree or relevant professional certification (e.g., CAMS, CRCM) is highly desirable.
- Minimum of 6 years of experience in compliance, legal, or risk management within the financial services industry.
- In-depth knowledge of banking regulations, AML/KYC requirements, and data privacy laws.
- Strong analytical, investigative, and problem-solving skills.
- Excellent written and verbal communication abilities.
- Proficiency in compliance management software and tools.
- High level of integrity and ethical conduct.
- Ability to work independently and manage multiple priorities in a remote setting.
Senior Auditor - Financial Services
Posted 2 days ago
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Investment and financial services advisor
Posted today
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Company Description
Madison Group Limited is a leading locally owned insurance company in Kenya, incorporated in 1988 following a merger between Crusader Plc and Kenya Commercial Insurance Corporation. Offering both Life and General Insurance as well as Investment Management services, Madison has its headquarters in Nairobi, with twenty-seven branches across principal towns in Kenya. Despite economic challenges and industry competition, Madison continues to grow, achieving a combined premium income of over 2 billion by the end of 2012. The company's primary objectives are to provide top-notch insurance products at reasonable prices and offer unparalleled customer service.
Role Description
This is a full-time on-site role located in Nairobi County, Kenya, for an Investment and Financial Services Advisor. The advisor will be responsible for providing clients with financial planning, investment advice, retirement planning, and overall financial advisory services. Day-to-day tasks include analyzing clients' financial situations, developing personalized financial plans, recommending appropriate investment products, and maintaining long-term client relationships through exceptional customer service.
Qualifications
- Financial Planning, Finance, and Retirement Planning skills
- Strong knowledge of Investments and Financial Advisory services
- Excellent communication and interpersonal skills
- Analytical and problem-solving abilities
- Ability to work independently and as part of a team
- Diploma or Bachelor's degree in Finance, Economics, Business Administration, or related field
- Professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
- Experience in the insurance or financial services industry is preferred
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Senior Risk Analyst - Financial Services
Posted today
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Key Responsibilities:
- Identify, analyze, and quantify various types of financial risks across the institution's operations.
- Develop, implement, and maintain risk models and methodologies.
- Monitor key risk indicators (KRIs) and analyze trends to proactively identify potential issues.
- Assess the impact of market events, economic changes, and regulatory shifts on the institution's risk profile.
- Contribute to the development and execution of risk mitigation strategies and contingency plans.
- Prepare comprehensive risk reports and presentations for senior management, board committees, and regulatory bodies.
- Ensure compliance with relevant financial regulations and internal policies.
- Conduct stress testing and scenario analysis to evaluate the institution's resilience.
- Collaborate with business units to embed risk management best practices into daily operations.
- Stay informed about emerging risks and industry best practices in risk management.
- Mentor junior risk analysts and provide guidance on complex risk issues.
Qualifications:
- Master's degree in Finance, Economics, Statistics, Mathematics, or a related quantitative field.
- Minimum of 5 years of experience in risk management, financial analysis, or a related role within the banking or financial services industry.
- Strong understanding of financial markets, instruments, and regulatory frameworks (e.g., Basel Accords).
- Proficiency in quantitative risk modeling techniques and statistical software (e.g., R, Python, MATLAB).
- Experience with risk management software and data analysis tools.
- Excellent analytical, problem-solving, and critical thinking skills.
- Strong written and verbal communication skills, with the ability to present complex risk information clearly and concisely.
- Demonstrated ability to work independently and manage multiple priorities in a remote setting.
- Professional certifications such as FRM, PRM, or CFA are highly desirable.
- High level of integrity and ethical conduct.
This remote role offers a significant opportunity to safeguard the financial stability of our client, contributing to risk strategies that impact operations linked to **Eldoret, Uasin Gishu, KE**.
Senior Compliance Officer - Financial Services
Posted 1 day ago
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Senior Risk Analyst, Financial Services
Posted 1 day ago
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Key Responsibilities:
- Develop, implement, and maintain quantitative risk models for market, credit, operational, and liquidity risk.
- Conduct regular risk assessments, stress testing, and scenario analysis to evaluate the firm's risk profile.
- Monitor and analyze risk exposures, identifying potential vulnerabilities and recommending mitigation strategies.
- Prepare comprehensive risk reports for senior management, the board of directors, and regulatory authorities.
- Ensure compliance with relevant risk management regulations and industry best practices.
- Collaborate with business units to understand their risk appetites and operational challenges.
- Develop and refine risk management policies and procedures.
- Stay abreast of emerging risks and evolving regulatory landscapes in the financial sector.
- Provide training and guidance to other team members on risk management principles.
- Contribute to the development of risk management dashboards and reporting tools.
- Bachelor's or Master's degree in Finance, Economics, Mathematics, Statistics, or a related quantitative field.
- Minimum of 7 years of experience in financial risk management, preferably within banking or financial services.
- Proven experience in developing and validating risk models.
- Strong understanding of regulatory requirements such as Basel III, IFRS 9, etc.
- Proficiency in statistical software and programming languages (e.g., R, Python, SQL).
- Excellent analytical, problem-solving, and critical thinking skills.
- Strong communication and presentation skills, with the ability to explain complex concepts clearly.
- Ability to work independently and collaboratively in a fully remote environment.
- High level of integrity and ethical conduct.
- Experience with risk management systems is a plus.