Responsible for receipting, banking, reconciliation for daily banking Vs Receipts he is also responsible for dispatch of receipts to customers.
Account for all money received on behalf of the Company, arrange for daily banking and keep all money not banked in the safe at the close of business.
Issue receipts immediately and accurately for all money collected during the day and allocate all the money receipted to specific policies or invoices immediately and...
The role is accountable for day to day reconciliation of clients’ accounts with the bank statement and suspense account. The role will provide seamless and prompt purchase updates for continuous and better customer experience.
Follow up on swift resolute of bank channel integration challenges.
Prepare the suspense report and monitor suspense activity
Responding to any queries/complaints on purchases
Confirm disbursement of e-receipts to customers.
Call clients to verify purchase details.
Ensure dispatch of...
Responsible for reconciling transactions to ensure correctness of all clients’ information.
Identify unmatched transactions and make follow-up with the custodian and prepare reconciliation reports to the Fund Administrators and Investment dealers;
List unmatched accounts and to be remitted to the suspense accounts;
Review all daily transaction entries to verify the correctness and completeness of the captured data and advise on required actions;
Reconcile collection account and ensure that any wrong debit entries are...
The holder of the role is accountable for the day to day management of customer needs and requests as well as walk-ins.
She/he will deliver operational effectiveness ensuring client enquiry resolution & excellent customer experience.
Receiving visitors at the front desk by greeting, welcoming & directing them appropriately
Answering screening and forwarding incoming phone calls
Receiving and sorting daily mail/deliveries
Ensure proper management of reception area
Provide basic and accurate information in-person and via...
The job holder will support the Legal lead in providing legal expertise on legal issues relating to the functions, structures, and activities of the organization and support on issues pertaining to legal and regulatory framework and monitor compliance with legal and regulatory requirements.
Advising and providing regular updates to the Companies on the legal responsibilities and any new laws/legislations.
Draft necessary Company Policies.
Provide a central point of reference, support and advice on...
Responsible for risk identification, analysis and recording to facilitate transparency and accuracy in decision making.
Collect and analyze data for risk assessment, monitoring and compliance
Review and recommend improvements to existing risk modelling techniques
Conduct regular assessments of the various business systems and implement or monitor needed improvements.
Review files and capture information during risk assessments
Assist in the development and execution of companywide compliance policies and procedures.
Collection of data for preparation...
To generate revenue for CICAM within the assigned markets or channels as well as build and manage strong relationships and partnerships within the assigned markets or channels.
Acquiring new business by identifying and exploiting new business opportunities in the market;
Looking for and opening new markets by developing new strategies and campaigns aimed at increasing market penetration
Preparation of RFPs/Tenders
Providing competitive quotations and proposals to prospects for Income Draw down and Umbrella...
The role is accountable for the day to day execution of client withdrawals & fund switch requests. The role will deliver operational effectiveness ensuring TAT on client disbursement of funds for excellent client experience.
Timely & accurate execution withdrawal & fund switch requests
Confirming client account balances and banking details
Make call backs to verify client’s debit instructions
Debiting clients’ accounts and process payments end-to end
Responding to any queries/complaints on withdrawals
The role is accountable for the day to day creation of new member accounts and supporting sales team when on-boarding new clients. The role will deliver operational effectiveness ensuring TAT on client creation is prompt for excellent client experience at first touch point.
Checking on the correspondence email and responses.
Keeping and updating records of all members
Conduct proper due diligence on client accounts & documentation
Ensuring proper application form have been dully...
Insurance penetration in Kenya has been very low at below 3% of the population. Majority of Kenyans do not have any sort of insurance because of various reasons. Some of these reasons include; lack of education on the importance of insurance, mistrust, myths around insurance, high cost of insurance among others. Some of the myths around insurance are; the belief that the processes involved in insurance such as getting claims are too complicated, perceived...