Job Purpose
- The Senior Pension
Relationship Officer is
responsible for managing and strengthening relationships with corporate
pension scheme clients, trustees, and members to ensure high levels of
client satisfaction, retention, and service delivery. The role supports
business growth through cross-selling opportunities, client engagement,
and promotion of pension products and services. Working closely with
internal teams, the officer ensures timely resolution of client queries,
accurate reporting, and compliance with regulatory requirements. The role
also involves coordinating client meetings, preparing reports and
presentations, and monitoring scheme performance, contributions, and
benefit processing.
Responsibilities
- Develop and oversee the execution of strategic
client service and retention plan for the Corporate Pensions Division
under the guidance of the HOD.
- Provide Support for the implementation of
business growth initiatives by identifying cross-selling and upselling
opportunities across pension and investment products.
- Build and maintain strong relationships with
existing and prospective clients, partners, and stakeholders.
- Serve as the primary point of contact for
assigned pension scheme clients, trustees, and members, ensuring
consistent, timely, and professional communication.
- Prepare and deliver presentations, proposals,
and pitches to prospective clients and partners.
- Facilitate member education sessions, trustee
meetings, and client briefings bring awareness and confidence in
Kenindia’s retirement products and services.
- Maintain proactive client communication through
periodic updates, newsletters, and feedback sessions.
- Develop and nurture long-term relationships with
corporateclients, enhancing retention and satisfaction levels.
- Collaborate with internal departments (Pension
Operations,
- Finance, Legal, IT) to ensure efficient service
delivery, query resolution, and timely response to client requests.
- Monitor contribution collections, benefit
processing, and reconciliations in coordination with relevant teams to
meet agreed turnaround times.
- Support the preparation and review of scheme
reports, benefit statements, and other client deliverables.
- Maintain accurate and up-to-date client records,
service logs, and meeting documentation in line with operational policies.
- Coordinate with external administrators and
auditors to ensure timely submission of reports and compliance.
Qualifications
- Bachelor’s degree in Business Administration,
Finance, Economics, or Actuarial Science from a recognized institution.
- Professional certifications in pensions,
financial planning, or customer relationship management (e.g., CRM, TDPK,
CII, CIFA, CISI, or RBA-accredited programs) are highly desirable.
- A Master’s degree will be an added advantage.
- Minimum of 4–6 years of experience in client
relationship management, preferably within life insurance, pension
administration, or fund management.
- Demonstrated experience in managing
institutional clients, pension schemes, or investment accounts.
- Proven track record in client reporting,
investment communication, and regulatory compliance.
- Strong analytical and problem-solving abilities
with attention to accuracy and detail.
Skills
& Competencies
Key Job Skills
- Relationship Management & Stakeholder
Engagement
- Investment Awareness & Analytical Thinking
- Customer Service Orientation
- Report Writing & Presentation Skills
- Knowledge of Pension Regulations and RBA
Guidelines
- Attention to Detail & Data Accuracy
- Teamwork and Collaboration
- Ethical Integrity and Professionalism
How to
Apply
