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 job holder will oversee all Retail Business channels and drive growth through all the channels.

Key responsibilities:

• Drive growth of business through all channels direct and intermediated channels.
• Develop strategies to grow retail business.
• Coordinate with the Business development team retail to grow FA and IFA business.
• Collaborate with BDM Pension Management needed to ensure aligned messaging.
• Collaborate with the portfolio management team growing the customer base.
• Plan and carry out marketing investment products in all regions in collaboration with customer experience department.
• Develop partnerships with external parties to leverage growth in business.
• Collaborate with the Customer experience team to drive client satisfaction and client retention.
• Prepare periodic performance reports.
• Develop and enhance the different customer affinity groupings.
• Attend product training/portfolio review, to be up to date with the market developments.
• Delegated Authority: As per the approved Delegated Authority Matrix.

Key Performance Measures:

• Increase in number of Retail customers as per defined targets.
• Increase in Retail sales to corporate customers.
• Increase in Retail customers of investment products.
• Retention among Retail customers using Investment and Pension products.

Knowledge, experience and qualifications required

• Bachelors’ degree.
• Professional qualification in related studies.
• 7- 10 years’ experience in investments, insurance or banking; 3-4 of which should be in a managerial capacity.
• Experience in Retail Sales in digital, intermediated channels and Relationship Management.
• Significant experience in stakeholder management and working with various teams to ensure segment strategies are achieved.

Leadership category responsibility framework (Core Competencies):
Change Leaders in Britam need to:

• Strategically lead a function to service customers from a sustainable and growing customer base whilst increasing profit;
• Continuously configure and adapt the functional area to most effectively suite the future view of the business;
• Introduce new concepts so that they are adopted appropriately at the right time (manage the rate of change);
• Be in touch with the changing industry, customer needs and international best practice;
• Improve the efficiency of the function by appropriately challenging managers about operational and tactical issues;
• Ensure the function has the most appropriate people capability through effective inspirational leadership, people development, and optimized succession planning;
• Ensure clarity of expectations for individuals in the function and other stakeholders across the group;
• Facilitate functional integration;
• Ensure the development and establishment of appropriate behavior and values (culture) within the function that aligns with the strategic direction and values of the business;
• Coordinate between functions and divisions to ensure optimization of the value chain and resources;
• Ensure alignment of strategy, objectives and deliverables within the function;
• Develop innovative partnerships and distribution channels to increase Britam’s market penetration;
• Ensure a seamless experience for clients;
• Appropriately allocate funds and capital to maximize shareholder value;
• Adequately manage operational risk;
• Increase operational efficiency;
• Provide access to accurate and consistent information and services across all channels;
• Improve quality and speed of decision making across the business.