Team lead, FI Partners (Relationship Officer)

Contributes towards the achievement of the Division’s targets by effectively managing sales opportunities via Partnerships with financial institutions to meet Company’s strategic goals.

Role Qualification:

Academic/Professional:

• Bachelor’s degree in any field from a reputable tertiary institution.
• Project Management certifications will be an added advantage.

Work Experience: A minimum 4 years experience in FI Partners Team.

Key Responsibilities:

• Manage the relationship with designed existing partners and maximise cross selling opportunities with them.
• Coordinate and maintain the relationship with relationship from partners banks.
• Monitor and supervise the flow of transactions from all our business channels notwithstanding those assigned to/signed up by you.
• Do a yearly analysis of Partners portfolio to ensure profitability and where a Partner needs to be advice this is done.
• Any other assignment given by the Head, FI Partner, or the Group Head RSLI and FI Partner Group.
• Oversee the activities of the teams Partners and see how we can come in to support where needed.
• Actively seek new business opportunities and client accounts, do presentations to defend and convert business by doing a portfolio review of all accounts.
• Create new Partnership opportunities for the team to grow numbers of Partners.
• Be swift to address failing channels and address necessary actions for such Partners and successful Partners must also be identified and properly managed.
• Preparation of SLA/PRR for all existing Partners at renewal.

Required Skills and Competencies

• Relationship Management skills
• Adequate industry knowledge
• Deep understanding of financial products, services and markets trends.
• Ability to work well with people of all levels within and outside the organization.
• Good Negotiating and Partners management skills.
• Good problem-solving skills and data analytics.
• High degree of professionalism and good business etiquette