Job Description
The Finance Manager -Operations reports to the Financial Controller and is responsible for overseeing financial accounts, internal controls and bank reconciliations.
Key Measurable Goals

Effective management of suppliers’ payments, statutory payments, utility bills and all branch and Head Office imprests.
To ensure internal and bank reconciliations are done on timely basis... and closing all outstanding issues.
Budgetary and Business planning
Tax computation and Management.
Liaison with administration and procurement department in regard to suppliers and procurement issues.
Liaison with Internal and External auditors.

Key Responsibilities
Finance Operations                                                

Effective management of suppliers payments, timely and accurate statutory payments, utility bills and all supplier payments
Oversight on Petty cash & imprest administration ensuring branches are adequately replenished at all times.
Management of staff advances and settlements.
Liaising with Procurement & Admin Manager ensuring that Creditors and suppliers are managed satisfactorily.
Liaising with internal and External Auditors in carrying out periodical and Year end Audits respectively.
Monitor and control the bank's budget variance to remain within acceptable range.

Internal Controls & Bank Reconciliations

Ensuring that all control account reconciliations are carried out on a timely basis for all control accounts and reconciling items are dealt with on time.
Ensuring that all bank reconciliations are carried out on a timely basis, investigations done on outstanding items and cleared.
Ensure good bank relationship management for purposes of correction and issuing of paying instructions.
Ensuring that all fixed assets are adequately recorded, reconciled and reported.

Budget Preparations and Business planning

Involved in Business planning and budget preparation.
Budget control and monitoring by ensuring the budget holders take charge of their costs and through variance reports.
Support and/or undertake cost benefit analysis on all expenditures and investments.

Taxation

To ensure that monthly Tax computations are prepared and made on time such as PAYE, reverse tax and withholding tax.
Perform a quarterly tax health check.

Leadership

Mentor and develop the team, managing work allocation, training, problem resolution and leave management.

Bankwide AML, KYC & CFT

Monitor, on a continuous basis, all transactions to ensure that unusual and suspicious transactions are reported to the Money Laundering Reporting Officer (MLRO)
Implementing and enforcing the board approved AML, KYC & CFT policy in as far as is applicable within my area of responsibility

Staff Reporting Directly to the Job Holder

Operations Accountants
Administration Supervisor

PERSON SPECIFICATION
Essential
Education

Degree in Business related Studies
CPA (K) /ACCA

Desirable

-Master’s degree in business or finance.
Other Professional Certifications.

Knowledge and Skills

Analytical skills
Management and Leadership skills
Financial Management
Excellent Computer packages knowledge
Working knowledge of Emerge T24 and Great Plains ERP

Experience

 At least 3 years Supervisory experience in Financial Accounting.
Tax computation and management experience.

Personal Attributes

Demonstrate management abilities
Analytical
Confident
Integrity
Diligent
Attention to detail more
  • Finance
  • Accounting
  • Audit
Job Description
To Grow and Manage the trade finance Business portfolio to ensure set targets of portfolio growth, income and quality are achieved.
Duties and Responsibilities
Financial

Responsibility for leading Trade Sales across MSME Banking segment.
Primary responsibility for management of the Trade finance Budget in collaboration with the relationship management teams in the respective... business segments.
Advising and  structuring  for  International  Trade  & Commodities Finance and Correspondent Banking  relationships.
Provide necessary support to the relationship teams through sales materials, sales drives etc. to ensure sustainable growth of Trade funded and NFI numbers.
Work with various segments to develop sales pipelines of Trade related business in line with overall Account Plans.
Maintenance of the existing client base and acquisition of new businesses from the market in which Faulu Bank is represented.
To structure Working Capital solutions and sell Trade solutions to new and existing customers within Business Banking segments.
Drive innovative product offerings through re- engineering existing products or developing new ones for roll out to clients across the region
Ensure adherence to statutory and bank legal requirements in relation to operations in the Trade Finance front office in the respective subsidiary offices.
Provide support for approvals for concessionary pricing of both funded and non-funded Trade finance products to business units and operations.
Represent Faulu Bank in various Trade finance forums and marketing of the Faulu Brand to  various stakeholders.
Gather market intelligence on a continuous basis and leverage the information to ensure Faulu Bank remains competitive from a pricing and product perspective.

Internal business processes

Regularly identify, measure, monitor and control the overall levels of risks in the Trade Finance business
Responsible for the units RCSA development, regular reviews and updates to ensure risk management adaptation to the changing business environment
Responsible for the Performance management of all Trade staff ensuring effective target setting, monitoring and correct performance measures are done.
Support in development of policies and procedures for structured Trade finance and Trade products that have been customized for use by the various business units.
Maintain a reporting schedule of defined Key Risk Indicators and measure performance against these on a monthly basis to reduce possible losses due to omissions and mistakes.
Provide advisory and guidance services to the Bank’s operations staff, credit risk teams and branch network in relation to Trade Finance related products and transactions.
Periodically review and support in development of Structured Trade Finance procedures and processes to mitigate against inherent risks in the region using a solid understanding of the working capital cash conversion cycle, and be able to effectively quantify and relate how our Supply Chain Finance and / or traditional  Import  LC  or  Export  LC  solutions  would improve a company's working capital metrics.
Co-ordination of utilization reports for STF facilities between the Trade finance back office, the relationship management team(s) and credit risk for purposes of monitoring.
Ensure effective resolution of operational issues covering areas under direct control.
Ensure that the Bank remains reasonably unexposed to any undue risks, by collecting, collating and analyzing market related intelligence information for use by the Bank.

Customer

Support to draw up and implement process SLAs (service level agreements) in respect of Trade Finance in relation to all service areas under the direct control of the role holder and ensure that Operational standards and cost targets are understood by all stakeholders.
Effectively monitor drawn SLA’s to ensure that Trade products are handled in a timely and efficient manner and that all elements of operational risk, e.g. fraud, follow up of audit recommendations, are managed effectively across all areas under the direct control of the role holder.
Initiate actions to overcome problems identified in meeting the service levels and ensure agreed SLAs with the department are executed and adhered to by all stakeholders.

Learning and Growth

Develop and agree on an annual basis, individual and team performance objectives, standards and targets in conjunction with Manager, Transactional Banking and ensure that processes are in place to monitor performance against budget.
Provide ongoing coaching and feedback to direct reports.
Identify development and training needs and develop plans to meet set objectives in the identified areas.
Provide technical and product training to staff in the Bank as well as conduct Trade forums and workshops to support business units across the group.

Education & Experience

A degree in a business-related field i.e. Bachelor of Commerce, Business Studies, Economics or Banking/Finance.
Formal training in lending/Relationship management
At least 5 years of relevant experience with proven track record for delivery of superior results

Desired:

Masters in a business-related field.
ACIB/AKIB or Marketing Course

Technical Competencies

Financial analysis Skills: Ability to analyze and/or interpret financial statements, prepare and assess credit papers.
Analytical business and investment appraisal Skills: Keen to detail and able to conceptualize financial investment proposals and provide viable solutions.
Technology Skills: Computer literate with proficiency in computerized financial analysis applications.
Industry knowledge: Candid knowledge of the financial sector, Government securities investment, International Trade Finance opportunities, Money Market and Forex. Dealing Concepts as well as current banking operations practice and Liquidity Management.

Behavioral Competencies

Goal driven and results oriented: Enjoys being measured, and judged by financial and other performance targets.
Personal Ethics: Must be honest, fair and just with self and others, and demonstrates integrity in work and business contacts.
Communication Skills: Excellent communication skills.
Interpersonal  Skills:  Must  be  a  people’s  person,  with  ability  to interact with key stakeholders in the various business sectors.
Proactive Initiator: Must be pro-active, a self-starter and have the ability to see, grasp and advice on opportunities.
Human Resources Management Skills: Staff supervisory skills and ability to train and develop staff. more
  • Finance
  • Accounting
  • Audit
2   
Job Description
A Telesales Representative contributes to generating sales for the company by closing sales deals over the phone and maintaining good customer relationships. They must be excellent communicators with superior people skills, comfortable presenting products or services over the phone, and adept at handling complaints and doubts.

The goal is to help the company grow by bringing in... customers and developing business. They assist customers by providing solutions to their problems, replying to their queries, and offering advice and recommendations suited to their needs.
KEY TASKS AND RESPONSIBILITIES

Follow set communication guidelines in addressing various customer issues.
Develop in-depth knowledge of customer products and services to make suitable recommendations based on customers' needs and preferences.
Aggressively create and pursue new leads to ensure weekly and monthly individual targets are met.
Initiate sales with potential customers over the phone.
Manage the sales pipeline and update the team leader on progress.
Ask questions to engage customers and keep the conversation going.
Listen to customers' needs to generate repeat sales.
Answer customers' questions on products.
Call existing and potential customers to persuade them to retain or purchase company products and services.
Qualify leads and follow up as appropriate.
Continually meet or exceed weekly and monthly targets with respect to call volume and sales.
Place outbound calls to customers to promote new products and services.
Ensure call records are properly stored and organized in a call centre database.
Develop and sustain solid relationships with customers to encourage repeat business.
Ensure daily shift call quotas and set targets are achieved.
Provide periodic reports to company management on work activities.
Upsell products and services to customers when providing telecommunication solutions.

SKILLS AND COMPETENCIES

Basic level of proficiency with Windows based applications such as MS Office, Excel, Word
Proficient ability to analyze data and develop recommendations
Strong verbal and written communication skills
Always maintains a professional/customer service focus

KNOWLEDGE & EXPERIENCE

Proven experience as telesales representative or any other sales role
Proven track record of successfully meeting sales quota preferably over the phone
Good knowledge of relevant computer programs (e.g. CRM software) and telephone systems
Outstanding negotiation skills with the ability to resolve issues and address complaint

QUALIFICATIONS

Degree or Diploma in a business-related field
At least one year insurance experience
Progress in Professional qualification in insurance e.g., ACII, COP preferred. more
  • Insurance
1   

  • Jonathan Otieno

    2w

    Kindly share your resume to jonathanotieno.dr@gmail.com
    Regards.

Job Description
As the Lead Data Insights & Analytics, you will be responsible for driving data-driven decision-making processes within the organization. Your role encompasses leading a team of data scientists, developing, and implementing machine learning models, and effectively communicating insights to stakeholders. You will play a crucial part in leveraging data to drive business strategy and... improve operational efficiency.
KEY TASKS AND RESPONSIBILITIES

Lead and manage a team of data scientists to deliver actionable insights and analytics solutions.
Develop, implement, and maintain machine learning models to extract valuable insights from large datasets.
Collaborate with cross-functional teams to identify business opportunities and address challenges through data analysis.
Utilize advanced analytics techniques to forecast trends, identify patterns, and optimize business processes.
Design and execute experiments to test hypotheses and measure the impact of data-driven initiatives.
Translate complex data findings into understandable and actionable insights for stakeholders at all levels.
Establish data governance processes and ensure data quality and integrity across all systems.
Stay updated on industry trends and emerging technologies in data science and analytics.

SKILLS AND COMPETENCIES

Proficiency in programming languages such as Python, R, or SQL.
Strong analytical and problem-solving skills with a keen attention to detail.
Experience in developing and deploying machine learning models in production environments.
Excellent communication and presentation skills, with the ability to convey technical concepts to non-technical stakeholders.
Leadership abilities with a track record of effectively managing and mentoring a team of data scientists.
Solid understanding of data visualization techniques and tools (e.g., Tableau, Power BI).
Ability to prioritize and manage multiple projects simultaneously in a fast-paced environment.
Strong stakeholder management skills, with the ability to build and maintain relationships across departments.

KNOWLEDGE & EXPERIENCE

Bachelor's or Master's degree in Data Science, Computer Science, Statistics, Mathematics, or a related field.
Over 5 years of experience in data science, analytics, or a related field, with a proven track record of delivering impactful insights.
Hands-on experience in building and deploying machine learning models using frameworks such as TensorFlow, PyTorch, or scikit-learn.
Experience with big data technologies (e.g., Hadoop, Spark) and cloud platforms (e.g., AWS, Azure, GCP) is preferred.
Familiarity with agile methodologies and project management practices.
Experience working in industries such as finance, healthcare, e-commerce, or technology is advantageous.

QUALIFICATIONS

Bachelor's or Master's degree in Data Science, Computer Science, Statistics, Mathematics, or a related field. more
  • Data
  • Business Analysis and AI
2   

  • Jonathan Otieno

    2w

    Kindly share your resume to jonathanotieno.dr@gmail.com
    Regards.

Job Description
The Relationship Manager - Alternative Channels and Partnerships is pivotal in expanding and innovating our distribution channels and partnerships. This role involves developing and executing strategies to drive growth, increase market share, and enhance customer access to life insurance products through various models, including Bancassurance, Digital Sales, Affinities,... Independent Financial Advisors, and Strategic Partnerships. The role encompasses leading and mentoring the team, managing key partnerships, and ensuring the effective implementation of distribution strategies to achieve business objectives and enhance market presence.
 KEY TASKS AND RESPONSIBILITIES

Alternative Distribution Strategy: Develop and implement strategies to enhance distribution channels such as Bancassurance, Digital Sales, Affinities, and Independent Financial Advisors.
Partnership Development: Identify, cultivate, and manage strategic partnerships with affinity groups, organizations, and stakeholders to broaden market reach and customer engagement.
Product Innovation: Collaborate with teams to design and tailor insurance products to meet the needs of various distribution channels and partners.
Process Improvement: Regularly evaluate and refine distribution processes to enhance efficiency, accuracy, and customer satisfaction, and explore automation and digital enhancements.
Operational Excellence: Set and monitor performance metrics, establish goals, and drive initiatives to achieve high standards of operational performance and service delivery.
Technology Integration: Work with IT and operations teams to implement technology solutions that optimize distribution processes and boost productivity.
Partnership Management: Build and maintain strong relationships with partners including banks, financial institutions, brokers, and affinity groups; negotiate and finalize partnership agreements.
Sales Leadership: Develop and execute strategies to drive life insurance sales through alternative channels, set targets, and guide the team to achieve revenue and growth objectives.
Market Intelligence: Monitor and analyze market trends, competitor activities, and customer preferences to identify growth opportunities and address challenges.
Training and Development: Ensure staff and partners are equipped with the necessary knowledge and skills to promote and sell life insurance products effectively.

SKILLS ,KNOWLEDGE & COMPETENCIES

Strategic Thinking
Communication
Negotiation
Leadership
Sales Management
Analytical Skills
Customer-Centric Approach
Project Management
Industry Knowledge
Innovation and Technology

QUALIFICATIONS & EXPERIENCE

Bachelor’s degree in Insurance, Finance, Business, or a related field.
Diploma in Insurance.
LOMA/CII/IIK Qualification.
5-8 years of experience in a similar role with a proven track record in sales and relationship management.
Experience in insurance digital sales and partnerships is highly desirable. more
  • Insurance
1   

  • Jonathan Otieno

    2w

    Kindly share your resume to jonathanotieno.dr@gmail.com
    Regards.

Job Description
The Unit Manger will oversee a unit where he/she will majorly be responsible for attracting, recruiting, and retaining sales agents so as to deliver the set insurance sales revenue targets. The role is on contractual basis and reports to the Retail Business Manager
KEY TASKS AND RESPONSIBILITIES

Delivery of business plan targets including Revenue, Persistency and Business... Mix
Recruitment and retention of Agents
Effective monitoring and evaluation of agents in their respective units
Setting out relevant plans and daily activity work schedule for the unit
Ensure agents have the necessary support systems to assist them deliver their budgets
Implementing training programs to support skill development and competence.
Opening new markets
Advise the business on opportunities/threats that are presented by such activities.
Enforcement of performance management processes as specified by the business
To uphold the brand image and ensure compliance with all internal as well as external regulations

SKILLS AND COMPETENCIES

Excellent Communication skills
Strong Negotiation skills
Emphatic Listener
Able to Plan and organize meetings and activities for the Unit
Able to build and bond together a team
Must have leadership ability and Sales and Marketing skills
Market intelligence and business development skills
Able to handle and resolve Conflicts
Time Management Skills

QUALIFICATIONS, KNOWLEDGE & EXPERIENCE

A Degree/diploma in a business-related course
Must have at least 3 years’ sales experience in the insurance or financial services sector
2 years’ experience as a Unit/Agency Manager in insurance or financial sector will be an added advantage
Must have a COP Certificate
Must have current IRA license
A successful track record of selling in the financial services sector, teaching or any other relevant profession
Demonstrable insurance sales experience as a tied agent
Knowledge of legislation governing insurance in Kenya
Proficient in the use of Microsoft office suite and packages more
  • Insurance
1   

  • Jonathan Otieno

    2w

    Kindly share your resume to jonathanotieno.dr@gmail.com
    Regards.

Job Description
The Medical Claims Supervisor is responsible for overseeing the claims processing department, ensuring that all medical claims are processed accurately, efficiently, and in accordance with company policies and regulatory requirements. This role involves supervising staff, optimizing claims workflows, providing training, and liaising with healthcare providers and other stakeholders... to resolve claims-related issues.
Key Responsibilities:

Supervise and mentor claims processing team members, providing guidance on best practices and addressing any performance issues.
Conduct regular team meetings to discuss updates, share knowledge, and foster a collaborative team environment.
Ensure timely and accurate processing of medical claims by monitoring workflows and implementing process improvements.
Review and approve claims to ensure compliance with internal policies and regulatory standards.
Coordinate the investigation and resolution of complex claims issues, including denials and appeals.
Ensure timely and accurate processing of medical claims by monitoring workflows and implementing process improvements.
Review and approve claims to ensure compliance with internal policies and regulatory standards.
Coordinate the investigation and resolution of complex claims issues, including denials and appeals.
Perform regular audits of claims processed by the team to ensure accuracy and compliance with company standards.
Identify areas for improvement in claims processing and implement corrective actions as necessary to reduce errors and minimize losses.
Perform regular audits of claims processed by the team to ensure accuracy and compliance with company standards.
Identify areas for improvement in claims processing and implement corrective actions as necessary to reduce errors and minimize losses.
Perform regular audits of claims processed by the team to ensure accuracy and compliance with company standards.
Identify areas for improvement in claims processing and implement corrective actions as necessary to reduce errors and minimize losses.
Perform regular audits of claims processed by the team to ensure accuracy and compliance with company standards.
Identify areas for improvement in claims processing and implement corrective actions as necessary to reduce errors and minimize losses.

Skills

Excellent leadership and team management skills.
Strong analytical and problem-solving abilities.
Proficient in claims processing software and Microsoft Office Suite.
Exceptional communication and interpersonal skills.

Education

Bachelor's degree in nursing / clinical medicine and surgery or Business related Degree
Diploma in Nursing / Diploma in Clinical Medicine and Surgery. (Registered Nurse/Clinical Officer
CoP & Data Analytics (will be an added advantage)

Experience

Minimum of 3-5 years of experience in medical claims processing, with at least 1-2 years in a supervisory role. more
  • Insurance
1   

  • Jonathan Otieno

    2w

    Kindly share your resume to jonathanotieno.dr@gmail.com
    Regards.

Job Description

Enforce underwriting controls including on-boarding, certificates, booking of business, and documentation.
Implement underwriting guidelines, process, and procedure to ensure quality underwriting and business.
Ensure profitability of the department through quality control and on-boarding
Quality documentation timely turn around - TAT and
Excellent customer service and... retention support.

KEY RESPONSIBILITIES

Enforce underwriting controls.
Ensure compliance with underwriting guidelines and Standard Operating Procedures.
Ensure clean and accurate data capture.
Timely preparation of quotations and follow up.
Debiting of premiums and processing of policy documents within set timelines
Processing and checking of underwriting Documents.
Issuing & signing of Motor Certificates and Yellow cards.
Review and dispatch of notices and documents.
Ensure that work is done within the set standards of service and TAT.
Prepare relevant reports for management and departmental consumption.
Give quality customer service to all clients.
Safe keeping of security documents.
Daily scanning and indexing of mails.
Initiating motor valuation and follow up.
Adherence to the credit control policy.
Follow up renewals and ensure maximum retention of profitable accounts.
Timely processing refunds and follow up.
100% Adherence to the authority matrix.
Ensure registry is fully maintained, orderly and up to date.
Ensure compliance of AML and PEP guidelines
Ensure cross sale and up sale opportunities are maximized.
Perform any other duties as may be required by the management.

SKILLS AND COMPETENCIES

Basic Underwriting skills and product knowledge
Customer service skills
Good Communication Skills
Computer Literate

QUALIFICATIONS (Academic, Professional, Experience)
Qualifications:

Degree preferably in insurance

Experience:

1 year and above more
  • Insurance

  • Jonathan Otieno

    2w

    Kindly share your resume to jonathanotieno.dr@gmail.com
    Regards.

Job Description

Enforce underwriting controls including on-boarding, certificates, booking of business, and documentation.
Implement underwriting guidelines, process, and procedure to ensure quality underwriting and business.
Ensure profitability of the department through quality control and on-boarding
Quality documentation timely turn around - TAT and
Excellent customer service and... retention support.

KEY RESPONSIBILITIES

Enforce underwriting controls.
Ensure compliance with underwriting guidelines and Standard Operating Procedures.
Ensure clean and accurate data capture.
Timely preparation of quotations and follow up.
Debiting of premiums and processing of policy documents within set timelines
Processing and checking of underwriting Documents.
Issuing & signing of Motor Certificates and Yellow cards.
Review and dispatch of notices and documents.
Ensure that work is done within the set standards of service and TAT.
Prepare relevant reports for management and departmental consumption.
Give quality customer service to all clients.
Safe keeping of security documents.
Daily scanning and indexing of mails.
Initiating motor valuation and follow up.
Adherence to the credit control policy.
Follow up renewals and ensure maximum retention of profitable accounts.
Timely processing refunds and follow up.
100% Adherence to the authority matrix.
Ensure registry is fully maintained, orderly and up to date.
Ensure compliance of AML and PEP guidelines
Ensure cross sale and up sale opportunities are maximized.
Perform any other duties as may be required by the management.

SKILLS AND COMPETENCIES

Basic Underwriting skills and product knowledge
Customer service skills
Good Communication Skills
Computer Literate

QUALIFICATIONS (Academic, Professional, Experience)
Qualifications:

Degree preferably in insurance

Experience:

1 year and above more
  • Insurance
1   

  • Jonathan Otieno

    2w

    Kindly share your resume to jonathanotieno.dr@gmail.com
    Regards.

Job Description

Enforce underwriting controls including on-boarding, certificates, booking of business, and documentation.
Implement underwriting guidelines, process, and procedure to ensure quality underwriting and business.
Ensure profitability of the department through quality control and on-boarding
Quality documentation timely turn around - TAT and
Excellent customer service and... retention support.

KEY RESPONSIBILITIES

Enforce underwriting controls.
Ensure compliance with underwriting guidelines and Standard Operating Procedures.
Ensure clean and accurate data capture.
Timely preparation of quotations and follow up.
Debiting of premiums and processing of policy documents within set timelines
Processing and checking of underwriting Documents.
Issuing & signing of Motor Certificates and Yellow cards.
Review and dispatch of notices and documents.
Ensure that work is done within the set standards of service and TAT.
Prepare relevant reports for management and departmental consumption.
Give quality customer service to all clients.
Safe keeping of security documents.
Daily scanning and indexing of mails.
Initiating motor valuation and follow up.
Adherence to the credit control policy.
Follow up renewals and ensure maximum retention of profitable accounts.
Timely processing refunds and follow up.
100% Adherence to the authority matrix.
Ensure registry is fully maintained, orderly and up to date.
Ensure compliance of AML and PEP guidelines
Ensure cross sale and up sale opportunities are maximized.
Perform any other duties as may be required by the management.

SKILLS AND COMPETENCIES

Basic Underwriting skills and product knowledge
Customer service skills
Good Communication Skills
Computer Literate

QUALIFICATIONS (Academic, Professional, Experience)
Qualifications:

Degree preferably in insurance

Experience:

1 year and above more
  • Insurance
1   

  • Jonathan Otieno

    2w

    Kindly share your resume to jonathanotieno.dr@gmail.com
    Regards.