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Tuesday, February 19, 2013

UAP Insuarance - Administrative/ Accounts Asst.

UAP Group is a pan-African Financial Services Group with interests in Insurance, Investment Management, Property
Development and Investments, Securities Brokerage and Financial Advisory. Currently, UAP Group has twelve (12)
businesses operating in Kenya, Uganda, South Sudan, Rwanda and the Democratic Republic of Congo (DRC), and is
concluding a transaction to enter the Tanzania market.
UAP would like to recruit experienced, innovative and high performing professionals for the following key roles:

ASSISTANT MANAGER - PROCUREMENT

Reporting to the Group Chief Finance Officer, the job holder will support development and implementation of Group’s Procurement
Policy and strategy, coordinate procurement processes and maximize value for the Group’s procurement activities by performing
the following tasks:
• Development of optimal Group Procurement Strategy, Policies and Procedures;
• Oversee the procurement processes and procedures in line with the Group Procurement Policy;
• Coordinate and supervise the tendering process including participation in the evaluation of bids for goods and services;
• Participate in the annual expenditure budgeting process for shared services and general usage of items;
• Monitor & review the usage and expenditure of goods and services with a view to identifying areas of cost reduction and
improvement;
• Prepare and monitor the implementation of the UAP Group Procurement Plans;
• Manage the annual supplier prequalification exercise to promote equality of opportunities for pre-qualified suppliers/
vendors;
• Manage and validate the creation & maintenance of vendor master data;
• Undertake market surveillance on the procurement process of goods and services.
Job Requirements
• University Degree preferably in Supplies Management or a Business related field;
• Diploma from the Chartered Institute of Purchasing and Suppliers (CIPS);
• At least 4 years work experience in a busy procurement establishment;
• Knowledge of Microsoft Dynamics-AX Procurement and Inventory Management Module will be an added advantage;
• Proficiency in MS Office solutions.

ADMINISTRATION ASSISTANT

Reporting to the Executive Assistant - Office of the Group Managing Director, the job holder will provide secretarial and general
administrative support by performing the following tasks.
• Plan and coordinate travel, accommodation and entertainment itineraries;
• Assist with organizing meetings, conferences and other events/functions;
• Maintain files and keep documentation up-to-date while ensuring confidentiality is maintained;
• Welcome and handle guests and clients in person or on the telephone; answer or direct inquiries as appropriate and in a
professional and polite manner;
• Office management and coordinating general administrative duties including maintaining office supplies inventory,
managing office deliveries, etc.;
• Assist in research, writing and/or producing documents, reports, briefing papers and presentations for executive meetings;
• Complete projects and assignments as guided and providing briefs on results;
• Petty cash administration.
Job Requirements
• An undergraduate degree in business administration, communication, or a related discipline from a recognized university;
• Minimum two (2) years’ experience working in a similar capacity, preferably for an organization with regional footing;
• Strong work ethic and the utmost discretion;
• Possession of advanced computer skills including MS Office;
• Strong interpersonal and communication skills, both written and verbal;
• Detail oriented with exceptional organizational skills and well-developed follow through ability;
• Ability to prioritize tasks and multi-task effectively.

Accounts Assistant

Reporting to the Group Financial Accountant this position will ensure that all payments are paid in a timely and efficient manner so
that the company meets its obligation and ensure customer satisfaction by performing the following tasks.
• Manage the Company’s payables as authorized;
• Ensure that payment documents are properly filed and readily available at all times;
• Prepares and remits taxes i.e. withholding tax, VAT and PAYE when they fall due;
• Handles payroll for temporary staff and ensures that it’s done in a timely manner for efficient customer service;
• Deals with any matter arising from payments with clients in a friendly and efficient manner for satisfactory customer
service;
• Performs bank reconciliations;
• Update ledger transactions based on approved reconciliations.
Job Requirements
• An undergraduate degree in Finance/Accounting or a related discipline;
• Progress towards ACCA/CPA certificate atleast Level 1;
• Minimum two (2) years’ experience working in a similar capacity.
Key Competencies
• Ability to work under pressure;
• Good communication skills;
• Possession of advanced computer skills including MS Office.



TEAM LEADER, INVESTMENT ADVISORS (6 Positions) - Nairobi

Reporting to Head, Business Development the Team Leader, Investment Advisors will be responsible for the following;
• Planning and prioritizing team sales activities geared towards achieving agreed business targets;
• Building and maintaining client bases, keeping existing client plans up-to-date and enlisting new clients on an ongoing basis
while optimising quality of service, business growth, and customer satisfaction;
• Carry out a detailed fact find review of the potential client and recommend appropriate investment products;
• Recruiting and arranging appropriate training and coaching for members of their teams to ensure that the Advisors are fully
equipped with the necessary skills and knowledge to achieve and exceed their business targets;
• Ensuring that a high performance standard and team cohesion is fully maintained;
• Report on weekly performance according to organization requirements;
• Work with relevant teams to ensure business target is achieved.
Job Requirements
• A business related degree from a recognized university;
• Appropriate qualification/training in sales and marketing;
• Work experience in the financial services sector e.g. bank, insurance companies, fund manager, would be an advantage;
• Proven experience and success in selling financial services and leading teams will be an added advantage;
• A good working knowledge of financial markets;
• A high sales drive and a strong will to succeed;

TEAM LEADER, INVESTMENT ADVISORS (6 Positions) - Mombasa, Nakuru, Kisumu, Eldoret, Nyeri and Kisii Branches

Reporting to Head, Business Development the Team Leader, Investment Advisors will be responsible for the following;
• Planning and prioritizing sales activities gearing towards achieving agreed business targets;
• Building and maintaining client bases, keeping existing client plans up-to-date and enlisting new clients on an ongoing basis
while optimising quality of service, business growth, and customer satisfaction;
• Carry out a detailed-fact find review of the potential client and recommend appropriate investment products;
• Arranging and recommending appropriate training, coaching for Advisors at the branch to ensure that the Advisors are fully
equipped with the necessary skills and knowledge to achieve and exceed their business targets;
• Coordinating investment sales at the branch ensuring business target is achieved;
• Report on weekly performance according to organization requirements;
• Work with relevant teams to ensure business target is achieved.
Job Requirements
• A business related degree from a recognized university;
• Appropriate qualification/training in sales and marketing;
• Work experience in the financial services sector e.g. bank, insurance companies, fund manager, would be an advantage;
• Proven experience and success in sales and leading teams will be an added advantage;
• A good working knowledge of financial markets;

INVESTMENT ADVISOR (42 Positions)

Reporting to the Team Leader Investment Advisors, the Investment Advisor will be responsible for the following:
• Planning and prioritizing personal sales activities geared towards achieving agreed business targets;
• Maintain and develop new customers through appropriate prospecting sales methods, and relevant internal liaison, to
optimise quality of service, business growth, and customer satisfaction;
• Manage and retain clients through a thorough and professional customer service;
• Provide financial advice to clients according to their requirements and risk profile, as well as the performance of the specific
portfolios;
• Carry out a detailed-fact find review of the potential clients and recommend appropriate investment products;
• Respond to and follow up sales enquiries;
• Report on weekly sales according to organization requirements.
Job Requirements
• An undergraduate degree and/or appropriate qualification/training in sales and marketing;
• Self-driven, results-oriented with a positive outlook and a clear focus on high quality business with the ability to work under
strict deadlines and sales targets;
• Work experience in the financial services sector would be an added advantage.
Investment Advisor - Corporate Business
Reporting to the Head, Business Development the Corporate Business Advisor will be responsible for the following;
• Identifying and engaging potential Small to Medium sized businesses’ (SMEs) and Institutional clients;
• Presentation of the Firm’s products and services to SMEs and Institutional clients;
• Generate and sustain business relationships with Institutions and execute mandates for management of their funds as per
set target;
• Plan and priorities sales activities for SMEs and institutional client;
• Communicating and coordinating client visits to ensure client retention;
• Conduct training and marketing programs for the niche market;
• Preparation of proposal and tender documents to prospective clients;
• Responding to enquiries; clarifying client queries;
• Liaising with the relevant departments and following up to ensure resolution.
Job Requirements
• A business related degree from a recognized university;
• Appropriate qualification/training in sales and marketing;
• Work experience in the financial services sector e.g. bank, insurance companies, fund manager would be an advantage;
• Proven experience and success in dealing with institutional clients and SMES will be an added advantage;


UAP is an equal opportunities employer and offers successful candidates an attractive remuneration package, professional working
environment and excellent career prospects.
Interested candidates are requested to send a copy of their Curriculum Vitae, testimonials, covering letter and names and contacts of
3 referees by email to: HRInvestments@uap-group.com quoting the role in the header of the email.
Applications should be sent on or before 15 February 2013 addressed to the Group Human Resources Manager,
UAP Holdings Limited.

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