Head, Financial Services Institution

To oversee and direct sales activities of the Financial Services Team and manage the relationships in the Financial Institution sector effectively.

Role Qualification:

Academic/Professional: Relevant first degree in any discipline

Professional Qualification: MSc/MBA/ACII/ACIIN and basic knowledge of Actuarial Services will be an added advantage.

Work Experience: 10 – 12 years professional experience, preferably in the Financial Services Industry with at least 4 years in managing a team.

Key Responsibilities:

• Carry out detailed sectorial analysis of the Financial Institution space with a view to discovering untapped opportunities and growing the Financial Services Team’s market share and client base.
• Develop and implement strategies towards ensuring the optimization of relationships with our partners.
• Supervises and drives the relationship management activities within the team including the maintenance of the required level of relationship with Brokers.
• Provides direction and leadership for the team.
• Directly manage the relationship with key executives of large customers within the Group.
• Reviews and approves the team’s Portfolio Review Report for all new businesses and renewals.
• Initiates applicable product development, customization, or improvement efforts for the clients within the Financial Services Institution.
• Sets appropriate targets for the unit in line with overall objectives of the Corporate Business Group and in conjunction with the Management Team.
• Establish a framework for the creation of value-added services to clients within the Corporate Business Group.
• Supervises reconciliation of customers’ accounts monthly and receivables management.
• Gives risk improvement advice and solutions to clients where necessary.
• Coordinates annual budget preparation, drives implementation, and monitors performance of the team’s annual budget.

Required Skills and Competencies

• Excellent Communication, presentation, and professional writing skill.
• Proven ability to meet / exceed targets and deadlines.
• Knowledge of Insurance products and services
• Good understanding of financial statement analysis and reporting.
• Strong relationship management and selling skills.
• Good knowledge of the relevant regulatory frameworks and the regulatory environment.
• Strong analytical and critical thinking abilities
• Excellent interpersonal and team building skills.
• Collaboration Skills
• Strong leadership
• Problem solving
• Time management
• Self-management