Senior Manager, Investment Groups

Posted Yesterday
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Hiring Remotely in Kenya
Remote
Senior level
Fintech • Software • Financial Services
The Role
Lead growth and profitability for the Investment Groups segment by developing targeted propositions, driving acquisition, cross-sell, retention, and yield optimization. Analyze market and customer data to identify opportunities, coordinate execution with product, marketing, digital and operations, enable frontline teams, and maintain governance, risk and compliance oversight. Measure success via balances, revenue, adoption, retention and satisfaction metrics.
Summary Generated by Built In
  1. KEY RESPONSIBILITIES:

  • Deliver portfolio growth targets by executing strategies that increase investment group acquisition, balances, and overall segment revenue.

  • Drive profitability and revenue performance through effective cross-sell, retention, and yield optimization initiatives.

  • Identify growth opportunities by analysing market trends, customer behaviour, and competitor activity to inform strategy.

  • Design and enhance segment propositions tailored to the needs of investment groups with measurable outcomes such as product uptake, penetration rates, and customer adoption.

  • Strengthen customer relationships and engagement with investment groups, measured through retention rates, wallet share, and satisfaction scores.

  • Expand segment visibility and reach through targeted outreach initiatives, partnerships, and community engagement, measured by acquisition and brand presence.

  • Drive execution of segment initiatives in collaboration with internal teams(product, marketing, digital, and operations), ensuring timely delivery against agreed KPIs and campaign targets.

  • Enable frontline teams through training and support, improving sales productivity, conversion rates, and customer engagement.

  • Strengthen governance, risk management, and compliance by identifying key risks, reviewing audit outcomes, enforcing controls, and ensuring adherence to regulatory and internal standards.

Requirements:

ParticularsDetailSpecific Field or QualificationNeed Type[1]Education Bachelors DegreeBusiness or any relevant degree

RQ

Professional QualificationsProject management or business field

AA

Masters DegreeBusiness or any relevant

AA


Experience Total Minimum No of Years Experience Required8 years

Detail

Minimum No of Years

Need Type[1]

Sales

4

ES

SACCOs & Co-operatives

4

ES

Credit Appraisal

2

ES

Portfolio Management

4

ES

Financial Industry/Banking

6

ES

Product Development

4

DE

Customer care/Relationship Management

4

ES

People Management

5

ES


About UsKCB Group is registered as a non-operating holding company which started operations as a licensed banking institution with effect from January 1, 2016. The holding company oversees KCB Kenya – incorporated with effect from January 1, 2016 – and all KCB’s regional units in Uganda, Tanzania, Rwanda, Burundi, Ethiopia and South Sudan. It also owns KCB Insurance Agency, KCB Capital, KCB Foundation, National Bank of Kenya, and all associated companies. The holding company was set up to among other things to enhance the Group’s capacity to access unrestricted capital and also enable investment in new ventures outside banking regulations, achieve operational and strategic autonomy for the Group’s operating entities and enhance corporate governance across the Group and oversight in the management of subsidiaries. Related documentation:  Group Name Change,   Name Change Certificate KCB Advise on Non-Operating Holding Company KCB Group Structure Kenya Gazette Notice.

Skills Required

  • Bachelor's degree in Business or relevant field
  • Minimum 8 years total work experience
  • Minimum 6 years experience in Financial Industry/Banking
  • Minimum 4 years Sales experience
  • Minimum 4 years experience with SACCOs & Co-operatives
  • Minimum 4 years Portfolio Management experience
  • Minimum 2 years Credit Appraisal experience
  • Minimum 4 years Customer Care/Relationship Management experience
  • Minimum 5 years People Management experience
  • Product Development experience (minimum 4 years)
  • Professional qualification in project management or business field
  • Master's degree in Business or relevant field
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The Company
HQ: Nairobi, Kenya
6,751 Employees
Year Founded: 1896

What We Do

KCB Group, is the largest financial services organization in East Africa in terms of asset size. The Group's headquarters are located in Nairobi, Kenya, with subsidiaries in Kenya, Rwanda, Southern Sudan, Tanzania, Uganda and Burundi. In 2015, KCB Group opened a representative office in Ethiopia, expanding the growth of the organization. The Bank is over 124 years old having started in Mombasa in 1896. KCB Group has over 354 branches, 26,394 Agents/POS Merchants and 1,103 ATMs. The bank also offers Mobile Banking though the KCB App, Internet Banking and Diaspora Banking Services platform that can be accessed 24/7 basis. The Bank services over 26.8 million customers across the region. KCB Group is the largest financial services organization in East Africa, with an estimated asset base of approximately Ksh. 1.02 trillion as at the of end H1 2021.

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