Require a Manager in Nairobi, Kenya

• Develop and implement the Banks foreign exchange sales strategy in line with the Treasury strategy and the Banks overall business plan.
  
• Deliver the Banks approved FX income transaction volume customer acquisition and profitability targets.
  
• Grow the Banks share of FX business from existing retail MSME commercial corporate institutional diaspora and high-net-worth customers.
  
• Identify and acquire new customers with regular foreign currency requirements including importers exporters NGOs schools hospitals manufacturers travel companies hospitality businesses professional firms and diaspora-related customers.
  
• Increase the number of active FX customers and improve customer retention transaction frequency and wallet share.
  
• Identify dormant and underutilised FX customers and develop targeted plans to reactivate and grow their business.
  
• Work with the Head of Treasury to establish branch segment and individual FX sales targets and monitor performance against the approved budget.
  
• Protect the Banks profitability by balancing competitive customer pricing with approved margins and revenue expectations.
  

Lead Generation and Conversion

• Establish and manage a structured Bank-wide process for generating recording assigning following up and converting FX leads.
  
• Maintain an accurate FX sales database covering prospective customers active customers customer segments expected transaction flows currencies transaction frequency and estimated income potential.
  
• Develop and maintain an active sales pipeline prospect list and customer call plan.
  
• Track every qualified lead from identification through customer engagement quotation negotiation transaction completion and repeat business.
  
• Monitor lead conversion rates by branch business unit customer segment and relationship manager.
  
• Ensure that all customer engagements have clearly documented next actions responsible officers and expected completion dates.
  
• Work with Marketing Branch Banking Business Banking Corporate Banking Institutional Banking Trade Finance Diaspora Banking and other relevant teams to develop targeted FX campaigns.
  
• Use customer account activity international transfers trade transactions foreign currency accounts and other available information to identify potential FX opportunities.
  

Customer Relationship Management

• Develop and maintain strong relationships with existing and prospective FX customers.
  
• Serve as a key point of contact for customers with significant or recurring foreign exchange requirements.
  
• Conduct regular telephone calls virtual meetings and physical visits to existing and prospective customers.
  
• Prepare customer profiles showing the nature of the customers business foreign currency exposures transaction cycles preferred currencies expected volumes pricing sensitivity and service requirements.
  
• Understand each customers foreign currency requirements and recommend appropriate approved FX and treasury solutions.
  
• Provide customers with timely market information currency trends and relevant guidance to support informed transaction decisions.
  
• Encourage customers to consolidate their FX transactions foreign currency accounts international transfers trade finance and related banking business with Kingdom Bank.
  
• Negotiate transactions professionally while protecting the interests and profitability of both the customer and the Bank.
  
• Resolve customer queries complaints delayed settlements and service challenges promptly.
  
• Develop customer retention and win-back plans for customers whose FX activity has reduced or moved to competing banks.
  

Branch Network Activation

• Drive FX sales and business development through all Kingdom Bank branches.
  
• Segment branches according to their FX potential and develop specific business development plans for each branch.
  
• Conduct regular branch visits to review FX performance identify opportunities support customer engagements and address implementation gaps.
  
• Work closely with Branch Managers Business Bankers Relationship Managers Personal Bankers and other customer-facing teams to identify and convert FX opportunities.
  
• Participate in joint customer visits and sales calls with branch and relationship teams.
  
• Establish an effective FX referral process through which branches can submit track and receive feedback on customer opportunities.
  
• Identify and support FX champions within branches to strengthen ownership and improve sales execution.
  
• Provide branches with regular feedback on submitted leads completed transactions lost opportunities and pending customer requirements.
  
• Conduct periodic branch performance reviews and recommend corrective action for branches that are not achieving their FX potential.
  
• Promote cross-selling of foreign currency accounts international payments remittances trade finance and other relevant Bank products.
  

Training and Sales Capability Development

• Develop and deliver practical FX product and sales training for Branch Managers Business Bankers Relationship Managers Personal Bankers and other relevant employees.
  
• Train employees on identifying FX opportunities profiling customers initiating customer conversations making referrals and following up leads.
  
• Equip business teams with sufficient knowledge of FX products pricing considerations market terminology customer documentation and transaction processes.
  
• Prepare simple sales guides customer conversation scripts frequently asked questions and product information materials.
  
• Provide coaching to branch and relationship teams during joint calls customer visits and sales reviews.
  
• Evaluate the effectiveness of FX training by monitoring lead generation conversion rates and income performance after training interventions.
  
• Keep employees informed about significant market developments currency movements and emerging customer opportunities.
  

Deal Management and Service Delivery

• Work closely with the Treasury trading desk to obtain timely and competitive customer quotations.
  
• Ensure that all customer FX transactions are appropriately routed through the Treasury function and booked in accordance with approved procedures.
  
• Coordinate with Treasury Operations Branch Operations Trade Finance Institutional Banking and other relevant teams to ensure timely transaction processing and settlement.
  
• Confirm that all required customer instructions supporting documents approvals and account arrangements are in place before transactions are completed.
  
• Monitor outstanding transactions and follow up on incomplete documentation failed settlements customer instructions or operational issues.
  
• Ensure customers receive prompt quotations clear transaction confirmations and timely feedback.
  
• Review lost or cancelled transactions to identify pricing service relationship or process weaknesses and recommend corrective action.
  
• Maintain an accurate record of completed pending lost and deferred FX opportunities.
  

Market Intelligence and Business Development

• Monitor domestic and international foreign exchange market developments and assess their implications for customers and the Bank.
  
• Collect and analyse information on competitor pricing customer behaviour sector trends emerging foreign currency flows and market opportunities.
  
• Identify economic sectors geographical regions and customer groups with significant potential for FX business.
  
• Provide regular market intelligence to Treasury branches and relevant business units.
  
• Recommend improvements to the Banks FX products pricing approach distribution channels and customer value proposition.
  
• Support the development of customer events market briefings webinars and targeted business forums.
  
• Represent the Bank professionally in relevant customer engagements business forums and industry events.
  

Risk Compliance and Controls

• Ensure that all FX transactions comply with Central Bank of Kenya requirements applicable laws internal policies approved limits and Treasury procedures.
  
• Maintain a strong compliance culture across all FX sales activities.
  
• Ensure adherence to Know Your Customer Anti-Money Laundering Counter-Terrorism Financing sanctions screening and customer due diligence requirements.
  
• Ensure that transactions are supported by the required customer instructions documentation and underlying commercial purpose.
  
• Ensure that customer pricing transaction commitments and negotiated terms remain within delegated authority and approved limits.
  
• Escalate unusual transactions suspected breaches documentation gaps settlement risks and customer conduct concerns promptly.
  
• Protect customer information and ensure compliance with the Banks information security and data protection requirements.
  
• Maintain complete and accurate records of customer engagements quotations transactions approvals and sales activities.
  

Performance Monitoring and Reporting

• Prepare daily weekly and monthly reports on FX income transaction volumes margins customer activity lead generation and conversion.
  
• Maintain accurate call reports covering customer calls visits opportunities identified estimated transaction value expected income and agreed next actions.
  
• Report FX performance by branch region customer segment currency and relationship team.
  
• Present periodic performance updates to the Head of Treasury and other relevant management forums.
  
• Recommend corrective actions where performance is below target.
  
• Prepare customer branch sector and competitor analyses to support management decisions.
  

• Bachelors degree in Finance Economics Commerce Business Administration Banking or another relevant field.
  
• A postgraduate qualification in Finance Economics Business Administration or a related field will be an added advantage.
  
• ACI Dealing Certificate professional banking qualification or another relevant Treasury certification will be an added advantage.
  
• Demonstrable knowledge of foreign exchange products financial markets international payments trade finance and treasury operations.
  

Experience

• At least five years of relevant banking experience with significant exposure to Treasury sales foreign exchange sales corporate banking commercial banking business banking or relationship management.
  
• At least three years of direct experience in foreign exchange or Treasury sales.
  
• Proven track record of achieving FX income sales customer acquisition or portfolio growth targets.
  
• Demonstrable experience in lead generation customer acquisition pipeline management and conversion of opportunities into revenue.
  
• Experience working with a branch network and supporting customer-facing teams to achieve sales targets.
  
• Experience in managing relationships with MSME commercial corporate institutional diaspora or high-net-worth customers.
  
• Experience conducting customer calls physical visits product presentations and commercial negotiations.