Principle Accountabilities

Administrative Support:

• Manage and maintain the Business Development team’s calendars, schedule meetings, and coordinate appointments, considering time zone differences if applicable.
• Prepare agendas, take minutes during meetings, and follow up on action items.
• Organize and maintain physical and electronic files and records, ensuring easy access to information.
• Handle incoming and outgoing correspondence, including emails, letters, and phone calls, professionally and efficiently.
• Assist with travel arrangements, including booking flights, accommodations, and transportation, potentially considering local travel logistics in Nairobi.
• Prepare expense reports and track departmental budgets.
• Manage office supplies and ensure the Business Development team has the necessary resources.

Sales and Marketing Support:

• Assist in the preparation of presentations, proposals, and other sales and marketing materials, ensuring they are accurate, professional, and aligned with brand guidelines.
• Coordinate the distribution of marketing materials and information to potential clients and partners.
• Maintain and update CRM (Customer Relationship Management) systems with accurate and timely information on leads, contacts, and activities, potentially using systems common in the Nairobi market.
• Assist with the organization and coordination of business development events, such as seminars, networking sessions, and property launches in Nairobi.
• Conduct basic market research and gather information on potential clients and competitors in the local real estate landscape.

Communication and Coordination:

• Serve as a central point of contact for the Business Development team, facilitating communication with internal departments and external stakeholders.
• Liaise with marketing, legal, finance, and operations teams to ensure smooth workflow and information sharing.
• Follow up with potential clients and partners as directed by the Business Development Manager.

Data Management and Reporting:

• Assist in the compilation and analysis of business development data and metrics.
• Prepare basic reports on lead generation, sales activities, and other key performance indicators.
• Ensure data accuracy and integrity within relevant databases and systems.

Project Support:

• Provide administrative support for specific business development projects and initiatives.
• Track project timelines and assist in ensuring deadlines are met.
• Coordinate with external vendors and service providers as needed.

General Office Management:

• Maintain a well-organized and efficient work environment for the Business Development team.
• Handle ad-hoc administrative tasks and projects as assigned.

Key Competencies and Skills

Technical Competencies

• Knowledge of CRM software and Microsoft Office Suite – Intermediate excel skills.
• Solid customer service attitude with excellent negotiation skills.
• Knowledge of KYC/AML compliance requirements.
• Knowledge of TCF (Treating Customers Fairly) principles.
• Astute product knowledge.
• Knowledge of portfolio management.
• Process orientation and Discipline.
• Commercial acumen.
• Organizational skills.
• Analytical skills.

Leadership Competencies

• Strategic orientation.
• Result orientation.
• Strong communication and team management skills.
• Strength in problem solving, issue-resolution and ability to work in a deadline-driven work environment.

Minimum Qualifications, Knowledge and Experience

Academic & Professional Qualification

• Bachelor’s Degree in Business Administration or related field.

Experience

• At least 3 years-experience in administration role in a financial institution.