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22 May 2023

Relationship Manager at Jubilee

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Job Description


Main Responsibilities
• Customer Account & Relationship Management.
• Plan & carry out marketing activities for Bancassurance products.
• To provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records which may be required by the Head, Bancassurance to keep up-to-date records of sales & performance.
• Understanding the needs of the end customer & providing appropriate financial solutions.
• Handling of Relationship to aid customer for all his/her insurance requirements.
• To ensure customer documentation is complete & in compliance with the bank’s requirements and underwriting guidelines. 7. Provide client interaction with value calls.
• Attending product trainings, to be up to-date with the market developments.

Key Competencies
• Client relationship management
• Relevant general insurance and life insurance related knowledge.
• Excellent presentation and communication skills.
• Good computer knowledge.
• Customer focus and management oriented

Qualifications
• A bachelor’s degree in Business Administration, Marketing, Economics or any related field from a recognized University 2. Professional qualification in Certificate of Proficiency (COP)
• Proficient in the use of Microsoft office suite and packages

Relevant Experience
Minimum (3) years’ experience in a large and reputable Organisation.

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Method of Application

Please email your CV, Application Letter and copies of your Academic qualifications to [email protected] 



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