Senior Manager Personal and Institutional Banking at Old Mutual

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

1. JOB SUMMARY

Reporting to the Head of Business Growth, job holder will market for corporate liability accounts in the public, private, institutional and civil society sectors and ensure retention and effective business growth through impeccable relationship management. 

2. KEY TASKS AND RESPONSIBILITIES

3.   KEY MEASURABLE GOALS

• Growth of the liability book  
• Growth of deposits  

KEY RESPONSIBILITIES

• Drive and deliver exceptional sales targets by identifying and meeting customers’ needs individually and as team.
• Increase the bank’s visibility and establish profitable relationships with corporates through aggressive calling programmes, quality proposals, outstanding presentations and active participation in sector forums
• Grow a strong deposits portfolio mix from cash-rich organizations comprising of both fixed deposits and cheap stable deposits  
• Cross-sell other bank products to the managed relationships so as to gain full control of clients’ business wallet for maximized return to the bank and value-adding solutions to the customer 
• Develop customized and innovative products for particular customer segments that meet and exceed customer expectations /needs while maximizing the Bank’s profitability 
• Keep constant close touch with the clients, key business influencers in the market and relevant Government Ministries to keep abreast of developments in the market. 
• Employ proactive relationship management and effective customer service for full retention of existing client business 
• Promotion of Faulu’s brand visibility and image: organize and participate in business promotion events and community affairs to increase the company's visibility and to enhance new and existing business opportunities 
• Manage, lead and develop staff
• Prepare month-end business report detailing performance results.

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

Offer HR Support in recruitment, employee relations, talent management, health & safety

3. SKILLS, KNOWLEDGE & COMPETENCIES

• Proven   sales   and   business   growth
• Capability.
• Aggressive and self-driven and able to
• Work with minimal supervision.
• Demonstrated Leadership Capability
• Proven decision making and problem-solving capability
• Team leader/player
• Ability to offer mentorship support
• Flexible to travel and move around to meet clients and close sales

4. QUALIFICATIONS & EXPERIENCE

• Bachelor’s degree in a business-related field
• KIB/ACIB/MBA will be an added advantage
• Advanced training in Sales Management /Relationship Management (Desirable)
• A minimum of four (4) years’ sales and relationship management experience of which at least 1 year should be in Institutional Banking 
• Formal training in lending/relationship management 

5. ANTI-MONEY LAUNDERING (AML) EXPECTATION

The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

Responsible for driving the development of new business opportunities / initiatives either for existing business units or in the process of setting up new business units.

Responsibilities

Business Development

Monitor and assess sales and market data for a specific geographic region and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Customer Relationship Development / Prospecting

Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.

Sales Opportunities Creation

Develop a personal network within the sales territory and represent the organization at trade shows and other events to identify sales opportunities, promote the organization, and enhance its reputation.

Sell Customer Propositions

Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.

Customer Relationship Management (CRM) Data

Monitor team members' use of the CRM system, identifying and resolving standard issues and escalating them to a senior manager as appropriate.

Customer Relationship Management / Account Management

Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Operational Compliance

Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

Building Trust, Client Management, Client Needs Assessments, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Customer Value Proposition Development, Direct Selling, Identifying Sales Opportunities, Sales Closing Techniques, Sales Data Management, Sales Software, Strengthening Customer Relationships

Competencies

Action Oriented
Builds Networks
Business Insight
Communicates Effectively

Customer Focus
Directs Work
Drives Results
Instills Trust

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

14 December 2025 , 23:59

Apply

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