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Portfolio Officer – Payments at HF Group

posted 1 day ago
Job Overview
Employment FullTime
Location Nairobi Kenya
Experience At least 3 years
Education Level Bachelor's Degree
View More in Jobs > Accounting & Finance
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Opportunities Meet Aspirations

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:

Minimum Qualifications, Knowledge and Experience

Academic Qualifications

  • 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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