Branch Manager - Meru

ABOUT THE COMPANY

Jubilee Insurance was established in August 1937, as the first locally incorporated Insurance Company based in Mombasa in 1937. Jubilee Insurance has spread its sphere of influence throughout the region to become the largest Composite insurer in East Africa, handling Life, Pensions, general and Medical insurance. Today, Jubilee is the number one insurer in East Africa with over 450,000 clients. Jubilee Insurance has a network of offices in Kenya, Uganda, Tanzania, Burundi and Mauritius. It is the only ISO certified insurance group listed on the three East Africa stock exchanges – The Nairobi Securities Exchange (NSE), Dar es Salaam Stock Exchange and Uganda Securities Exchange. Its regional offices are highly rated on leadership, quality and risk management and have been awarded an AA- in Kenya and Uganda, and an A+ in Tanzania.

JOB SUMMARY

The Branch Manager – Retail Distribution (Meru) will be responsible for driving the growth, profitability, andoperational excellence of the branch. The role holder will oversee all branch activities, including retail distribution,client relationship management, team leadership, and service quality assurance.This position plays a pivotal role in executing Jubilee Asset Management’s retail strategy by expanding marketreach, increasing assets under management (AUM), and fostering a culture of exceptional client experience. TheBranch Manager will lead a high-performing team of Team Leaders and Dedicated Financial Advisors (DFAs),ensuring achievement of branch sales targets and alignment with the company’s vision of becoming the region’smost trusted and innovative investment partner.Academic Qualifications• Bachelor’s Degree in Business Administration, Finance, or a related field. Master's degree is a plus.Relevant Experience• At least 5–7 years of experience in financial services, asset management, or investment-related roles. with at least4 years in a management role.

RESPONSIBILITIES

Strategic Planning and Execution1. Develop and implement strategic business and sales plans for the Nairobi Central Branch in alignment withJubilee Asset Management’s overall growth objectives.2. Identify and capitalize on market opportunities to grow the retail client base and enhance AUM.3. Develop and manage the branch’s annual budget, forecasts, and performance targets, ensuring continuousachievement of financial and operational KPIs.4. Contribute to the formulation of retail distribution strategies through data-driven insights and branchperformance analytics.Business Growth and Client Relationship Management1. Drive acquisition of new retail clients while strengthening and deepening relationships with existing clients.2. Ensure delivery of personalized, value-driven financial and investment solutions tailored to client needs.3. Lead and coordinate partnership-driven events, activations, and client engagement initiatives aimed atenhancing brand visibility and promoting product uptake.4. Collaborate with marketing and business development teams to design and implement branch-specificpromotional campaigns and investor education programs.5. Monitor client satisfaction levels and proactively address feedback to maintain strong retention and loyalty.Operational Excellence and Service Delivery1. Oversee day-to-day branch operations, ensuring efficiency, compliance, and adherence to service excellencestandards.2. Ensure timely and accurate preparation of reports, including sales, revenue, and operational performancemetrics.3. Supervise the implementation of effective service protocols to guarantee a seamless client experience at everytouchpoint.4. Maintain optimal utilization of branch resources, infrastructure, and systems to support business continuity andoperational integrity.5. Coordinate with internal departments (Investment, Risk, Compliance, and Finance) to deliver integrated andcompliant investment solutions.People Leadership and Culture1. Lead, coach, and mentor Team Leaders and Dedicated Financial Advisors to achieve individual and branch salestargets.2. Oversee recruitment, onboarding, and performance management of branch staff in collaboration with HR andTraining functions.3. Maintain an optimal team structure — ensuring a balanced distribution of financial advisors across teams, witha target of 15 advisors per team across 10 teams — to maximize coverage and productivity.4. Partner with the Training and Recruitment Manager to enhance the skills, professionalism, and productivity ofall financial advisors.5. Foster a high-performance culture centered on collaboration, integrity, and customer-centricity.6. Conduct regular performance evaluations and implement development plans to build a capable and motivatedbranch team.Risk Management, Compliance, and Corporate Governance1. Ensure strict adherence to all regulatory, legal, and company policies governing investment and distributionactivities.2. Implement robust internal control systems to safeguard client and company assets.3. Maintain accurate documentation and compliance with the Capital Markets Authority (CMA) and other relevantregulators.4. Promote a culture of ethical conduct, transparency, and accountability in all branch operations.5. Identify and mitigate operational, reputational, and financial risks through continuous monitoring and proactiveinterventions.Market Intelligence and Business Insights1. Track competitor activities, market dynamics, and emerging investment trends to inform business decisions.2. Provide timely insights and recommendations to management for improving products, pricing, and servicedelivery.3. Analyze customer needs and feedback to support product innovation and the refinement of retail investmentofferings.Leadership and Stakeholder Engagement1. Provide visionary leadership to the branch team, ensuring alignment with JAML’s strategic objectives andorganizational culture.2. Represent the branch in corporate forums, client meetings, and stakeholder engagements.3. Champion JAML’s brand positioning and commitment to excellence in investment management across allinteractions.4. Drive collaboration and synergy across departments to deliver integrated and superior client experiences.

REQUIRED SKILLS

Reporting, Business strategy, Key performance indicators, Business management

REQUIRED EDUCATION

Bachelor's degree