Title: Team Leader, Workplace Banking
Reports To: Head Customer Network

JOB SUMMARY
Grow and maintain a profitable relationship between employers & the Bank for schemes/group portfolios, consequently growing a healthy portfolio.

MAJOR DUTIES & RESPONSIBILITIES
• Review proposals prepared by the Sales teams to champion scheme growth campaigns.
• Recommend development & roll out of scheme growth initiatives (Products and propositions).
• Increase product penetration for existing customer base by reviewing their portfolio to determine potential cross sells and proactively recommend new products to customers.
• Periodic reviews of the portfolios Vs MOUs and proposals to ensure that the target segment in the MOUs is what is actually being booked.
• Review portfolios to ensure agreed (preferential) fees, interest rates, etc are actually implemented / charged.
• Follow up on terms & conditions agreed upon following approval & disbursement of loans.
• Follow up track funds remitted to the bank by employers for payment of their employees loans.
• Review Group Portfolios performance & recommend appropriate action.

MINIMUM EDUCATION QUALIFICATION
A bachelor’s degree in business related course or any other related field.

WORK EXPERIENCE
At least 5 years’ working experience in sales, marketing or insurance related business.

KEY REQUIRED COMPETENCIES & SKILLS
• Sales/networking & relationship mgt skills
• Strong Communication & presentation skills
• Credit Appraisal & Analysis skills
• Good understanding of the personal banking customer segment
• Industry and business awareness