New Jobs at Old Mutual Kenya

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Senior Relationship Officer-SME

Job Description

Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

Responsibilities

Data Collection and Analysis

  • Collate and analyze data using preset tools, methods, and formats. Involves working independently.

Information and Business Advice

  • Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.

Document Preparation

  • Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.

Insights and Reporting

  • Extract and combine data to generate standard reports.

Customer Relationship Management / Account Management

  • Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.

Financial Advice

  • Conduct comprehensive financial planning and advice services for more complex client situations.
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Sales

  • Deliver mostly routine sales support services.

Operational Compliance

  • Develop knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Personal Capability Building

  • Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

  • Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Large Group Presentations, Management Reporting, Numerical Aptitude, Oral Communications, Report Review, Sales Software, Statistical Analysis Techniques

Competencies

  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Ensures Accountability
  • Manages Complexity
  • Optimizes Work Processes
  • Plans and Aligns
  • Tech Savvy

Education

  • Bachelors Degree (B)

Strategy, Planning & Analysis Manager – Faulu Bank

JOB PURPOSE STATEMENT

Reporting to the Head of Finance & Strategy, the Manager, Strategy, Planning and Analysis is a critical leadership role responsible for driving the development, execution, and monitoring of strategic initiatives aligned with the organization’s long-term goals. This individual will leverage deep domain expertise in financial services, technology and digital transformation, strong analytical skills, and business acumen to frame problems, uncover insights, and guide transformational change. They will play a key role in ensuring the organization maintains a competitive edge by aligning strategy with market trends and company objectives.

KEY RESPONSIBILITIES

Strategy Development

  • Problem Framing: Define and structure complex business challenges to enable data driven decision-making and actionable outcomes.
  • Hypothesis-Driven Problem Solving: Guide teams in employing structured approaches to identify solutions with measurable impact.
  • Insights Synthesis: Develop strategic recommendations by linking findings to broader organizational objectives and priorities.
  • Forecasting & Projections: Build reliable models and scenarios to support strategic planning and execution monitoring.
  • Market Context Analysis: Correlate internal findings with external market dynamics, providing actionable advice to maintain or achieve competitive advantage.
  • Opportunity Identification: Proactively identify opportunities for transformational change and capability building across commercial and corporate functions.
  • Advisory Leadership: Advise senior leaders on strategic options and lead high-impact initiatives to drive business growth and innovation.

Mission Execution Monitoring

  • Mission Refinement: Regularly assess and adjust mission priorities in response to evolving market conditions and strategic needs.
  • Metrics & KPIs: Define and track key performance indicators to evaluate the success of mission execution efforts.
  • Reporting & Updates: Lead the cadence of company-wide Mission Status Reviews, providing actionable insights and updates to senior leadership.
  • Strategy Execution Expertise: Demonstrate a deep understanding of best practices in strategy development and execution.
  • Data Analytics: Leverage business intelligence tools and platforms to generate insights, monitor performance, and inform decision-making related to mission execution.

Key performance indicators

  • Timely Delivery of Strategic Plans: Percentage of strategic initiatives delivered on time and aligned with organizational goals.
  • Quality of Strategic Recommendations: Senior leadership satisfaction score on strategic recommendations provided. 
  • Impact of Strategies Implemented: Percentage of implemented strategies that achieve or exceed predefined business objectives. 
  • Market Competitiveness: Number of actionable insights provided annually that enhance competitive positioning. 
  • Market Trend Analysis: Frequency and quality of market/competitor analysis reports delivered. 
  • Competitive Risk Identification: Number of identified risks and opportunities successfully mitigated or capitalized on.

Key Attributes

  • Analytical thinker with a proactive and forward-looking mindset.
  • Highly analytical and meticulous, with a focus on delivering measurable outcomes.
  • Adaptable to changing market dynamics and organizational priorities.
  • Strong people skills and the ability to build trust with senior leaders and team members.

Qualifications

  • Bachelor’s degree in business, Economics, Statistics or a related field
  • 10+ years of experience in financial services, management consulting or corporate strategic planning.
  • Strong understanding and proven experience in strategy development and execution.
  • Strong problem-solving skills with expertise in hypothesis-driven approaches and data analytics.
  • Demonstrated ability to synthesize complex information into actionable insights and communicate effectively with stakeholders.
  • Advanced knowledge of market analysis, competitor benchmarking, and forecasting methodologies.
  • Proficiency in business intelligence tools and platforms for data-driven decision-making.
  • Strong leadership and stakeholder management skills, with the ability to guide teams and influence cross-functional collaboration.
  • Exceptional communication skills, including the ability to present findings and recommendations to senior executives.
  • Experience in working effectively to very tight deadlines
  • Enables employees to translate vision into action and creates an environment in which people feel valued, motivated and challenged.

Strategy and Planning Analyst- Faulu Bank

Job purpose statement

The Analyst reports to the Strategy and planning Manager and is responsible for carrying out financial analysis deep-dive, providing management Information and Insights for strategic decision making. The analyst is responsible for conducting research, developing forecasts, and analyzing data to inform strategic decisions and help the organization achieve its goals.

Key measurable goals

  • Improve the Business Intelligence tools in line with business KPIs.
  • Develop Decision Support Systems and dash boards
  • Initiate /Participate/implement /Monitor – Business growth strategies
  • Regular management reports -Accurate, Consistent and Informative
  • Portfolio and business performance analysis.
  • Support projects in the Finance Department

Key responsibilities

  • Revenue From Operations (RFO) and Mission Tracking, follow-up, and reporting:
  • Strategic initiatives and Turnaround plan updates: Preparation of management reports including but not limited to OPS-COM, Banking Cluster, Trading update, Quarterly Business Review and Board Paper.
  • Financial Modelling and Projections: To support decision-making and evaluate the potential impact of various strategic scenarios.
  • Annual Business Planning: Assist in Preparing and Cascading the business plan across departments and branches.
  • Perform monthly balance sheet, income statement and changes in financial position/budget variance and scenarios analysis.
  • Monitor and analyses business performance based on financial metrics and KPIs to close possible performance gaps
  • Finance Projects: Assist in the management of Finance projects and related Admin matters, monitor implementation of Regulators, Risk and Audit recommendations, maintain a well updated tracker for all finance activities
  • Collaborate with other departments to ensure alignment and execution of strategic initiatives.
  • Conduct market research and analysis to assess competitive landscapes, industry trends, growth opportunities, and market trends impacting the company.
  • Any other duties as may be assigned by the Supervisor.

Relationships

  • Leadership team
  • All Departments.
  • Branch Network

AML and Compliance

  • 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

Specification

Education

  • Bachelor’s degree in finance, Economics, Accounting, Mathematics or other quantitative fields

Desirable

  • Master’s degree in business or finance or Banking Qualifications.

Knowledge and Skills

  • System design and Development Skills
  • Report writing and analytical skills
  • Strong analytical skills and ability to translate data into actionable insights.
  • Strong experience with financial statements and financial modelling
  • R and Python Programming Language skills
  • Proficiency in Microsoft Excel and PowerPoint
  • Prior experience in SQL and/or Excel VBA
  • Knowledge of financial modelling
  • International Accounting Standards
  • Business Management Knowledge
  • T24 super user
  • D365 Knowledge
  • Power Bi knowledge

Experience

  • At least 3 years working experience in a financial institution or a business consulting with exposure to strategic planning, and financial analysis.
  • Experience in accounting systems, budget and financial planning.

Personal Attributes

  • Project Management skills
  • Demonstrate leadership abilities
  • Analytical with incisive attention to detail
  • Ability to work collaboratively and build relationships across multiple functions and levels within the organization.
  • Confidence, Integrity, and diligence
  • Good negotiation skills

Method of Application

Use the link(s) below to apply on company website.

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