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Relationship Officer – Institutional Banking Education Sector at Caritas MFB

Relationship Officer – Institutional Banking Education Sector at Caritas MFB.

Relationship Officer – Institutional Banking Education Sector at Caritas MFB

View Jobs in Banking / Financial Services / View Jobs at Caritas MFB

Caritas Microfinance Bank is a licensed microfinance bank regulated by Central Bank of Kenya. Caritas MFB offers a full range of innovative and customized financial services with a special focus on the unbanked and underbanked. Its headquarters are located in the Nairobi CBD.

Relationship Officer – Institutional Banking Education Sector

  • Banking, Sales / Marketing / Retail / Business Development 


The role holder will ensure that there is proper market sensitization of bank products and offering to the Private Education Industry.


  •  Ensure and Monitor portfolio growth with specific reference to Private Education Industry offers.
  •  Deposit mobilization to balance both the asset and liability mix.
  •  Cross-selling bank products to increase the wallet share for the client in the private Education fraternity.
  •  Provide personalized relationship banking to complement other business functions within the business.
  •  Prospect and establish new customers by managing a sales pipeline and developing and delivering proposals to customers by illustrating Caritas Microfinance Bank’s value proposition.
  •  Sell products, determine customer needs and requirements, and make recommendations to both prospects and customers of the various solutions Caritas Microfinance Bank can offer to their business.
  •  Work with the entire business development (precisely Institutional Banking) team to develop strategic territory business plans for achievement of sales growth and quota attainment.
  •  Work closely in conjunction with other business development management teams providing proposals and implementing sales strategies to achieve sales growth.
  •  Build and sustain relationships with customers and ensure client satisfaction and loyalty to the bank.
  •  Leverage on all the available resources to effectively implement the company marketing plan, strategies, and sales processes for purposes of achieving set goals and targets.
  •  Represent and develop strong relationships with players in the Education ecosystem within Caritas Microfinance Bank customers and potential customers.
  •  Enhance the visibility of the Caritas Microfinance Bank Brand within the private Education Industry
  •  To perform any other duty as assigned in line with the organization goals and objective.


  •  A bachelor’s degree, preferably in a Business-related field.
  •  5 years and above years of experience working in a sales environment.
  •  Sales experience and/or having worked in a relationship management environment will be an added advantage.
  •  Comprehensive understanding of the Education Industry and the ecosystem/ Previous knowledge in Education background preferred.
  •  Excellent communication and team interaction skills, routinely interacting with Institutions and staff.
  •  Ability to carry on a business conversation with business owners and relevant decision-makers.
  •  Ability to handle difficult situations and interactions.
  •  Ability to work independently and successfully manage time and territory.
  •  Excellent analytical skills and ability to sell strategically within an account.
  •  Ability to understand individuals/ Institutions/customer operations.
  •  Willingness to travel to customer locations.
  •  Competency in Computer Knowledge (Microsoft Office).

Method of Application

Interested candidates who meet the criteria above are encouraged to send their application letters and detailed CVs to: Email: Kindly indicate the position title and location on the subject line when applying. Closing date for application will be on 12th February 2024. Only shortlisted candidates will be contacted.

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