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Sales and Marketing · Not stated

Recruitment agency · Q-Sourcing

Relationship Officer

Employer not disclosed by agency

NairobiMid level · Not statedDeadline not stated by agencyChecked 13 Nov 2026
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About this role

This plain-English summary was prepared by work.ke from the original advert. Confirm all details on the source before applying.

Role overview

A leading financial institution in Kenya is seeking a skilled Relationship Officer to manage customer relationships and grow the banking portfolio. This role suits candidates with experience in banking or sales, preferably with leadership experience, and is based in Nairobi or elsewhere in Kenya.

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What you will do

  • Build and maintain strong relationships with existing and potential customers.
  • Serve as the main contact for assigned customer portfolios.
  • Conduct regular visits and reviews to understand customer needs and enhance loyalty.
  • Identify and pursue new business opportunities to expand the customer base.
  • Cross-sell and upsell banking products such as deposits, loans, cards, digital banking, and insurance.
  • Resolve customer complaints and ensure timely, professional service.
  • Ensure compliance with banking policies and regulatory requirements, including KYC and AML.
  • Generate reports on portfolio performance and analyse market trends to identify opportunities.

Requirements

  • Diploma or Bachelor's Degree in Business Administration, Marketing, Finance, Banking, or a related field.
  • At least 5 years of experience in banking, relationship management, or sales.
  • Minimum of 1 year of experience in portfolio or team leadership.
  • Proven success in meeting sales and relationship targets.
  • Proficiency in Microsoft Office, especially Excel and PowerPoint.
  • Experience with CRM systems and sales reporting tools.
  • Knowledge of banking products and sales performance metrics.
  • Strong leadership and people management skills.
  • Excellent communication and interpersonal skills.
  • Ability to coach, mentor, and train others.
  • Good analytical and problem-solving abilities.
  • Results-driven with strong business understanding.
  • High integrity and accountability.
  • Ability to work under pressure and meet deadlines.

How to apply

Apply through the employer's official application link. Only shortlisted candidates will be contacted. The employer has not published a closing date.

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