Portfolio Officer

7 days ago

Nairobi, Nairobi Area, Kenya HFC Kenya Full time 900,000 - 1,200,000 per year

HFC Limited, the banking and property finance subsidiary of HF Group has an exciting opportunity in our Retail Banking Department.We are seeking for a talented, dynamic, self-driven and results oriented individual who is committed to performance, excellence and participating in our growth strategy.

Manage the tills portfolio by monitoring the transaction numbers, managing tills dormancy, generating dashboards and report on the tills dormancy and driving transactional value on tills with a vintage of above 12 months. The role holder will monitor this portfolio before the clients are graduated to SME segment.

Deadline:

Category: Retail

Subsidiary: HFC

Principle Accountabilities

  • To track daily transaction numbers.
  • To set up and train customers to use the alternative channels and the systems.
  • To assist the team in market storms and activations
  • To track activity from specific activations to ensure that the bank gets value for the budget spent.
  • To look out for cross-sell opportunities from the clients visit, and resolving customer issues
  • To ensure that merchants clients are equipped with the required tools of trade.
  • To monitor the entire bank tills portfolio to track transactions and dormancy.
  • To call the clients whose transaction volumes have gone down, customer/merchant visits
  • To manage the newly onboarded tills before being graduated to the SME team.
  • To work with the DPA team to champion for higher product intake and increase the product per customer.
  • To call and drive tills usage and promote cash transaction on tills whose vintage is above one year.

Key Competencies and Skills

General Competencies

  • Computer literacy – MS Office Suite
  • Data analysis skills.
  • Good communication skills.
  • Good presentation skills.
  • Reporting and dashboard generation skills.

Technical Competencies

  • Strong communication & presentation skills
  • Strong co-ordination skills
  • Analytical Skills
  • Interpersonal skills
  • Negotiation and Selling Skills
  • Leadership and management skills is an added advantage:

Academic Qualifications
Minimum Qualifications, Knowledge and Experience

  • A Degree in a business-related field from a recognized institution.

Experience

  • Minimum of 3 years' experience in banking with direct responsibility for SME sales.
  • Analytical skills, conversant will sales dashboard generation.
  • Data analysis skills.

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