E*****a

• Daily posting and balancing of Cash books & monthly financial reports i.e. Bank reconciliation statements, revenue/AIA returns, Cash flow statements. • Timely Payment Voucher Preparation and processing up to completion with relevant supportive documentation. • Accounting for departmental operations/Imprest or transfers within the law. • Timely response to audit queries and provision of documents. • Providing advisory services in line with Public Procurement and Asset Disposal Act 2015, Public Finance Management Act 2012, and Treasury circulars. • Properly maintain & update fuel, Bank, Cheque & Imprest registers. • Proper Maintenance and reconciliation of Departmental Vote book. • Timely preparation of Monthly, Quarterly, and annual financial statements in relation to Public Finance Management Act 2012 and other relevant laws and regulations.

• Recruit new quality organizations and advise the organizations on eligibility for joining Kimisitu Sacco. • Act as the point of contact for assigned relationships and increase market share as per the assigned SACCO targets. Ensure minimum requirements for share capital and deposits for every recruited member are met. • Relationship Management and advice members on loan eligibility. • Ensure member satisfaction of the assigned organizations. • Participate in planning, organization and execution of all SACCO marketing events as assigned by the Senior Marketing Officer from time to time. • Establish and manage a portfolio of members ensuring that all assigned KPI’s for BOSA and FOSA products are met as per targets.

• Overseeing activities of the direct sales representatives. • Developing weekly sales plans and activity schedules • Compiling sales and activity reports received from sales representatives for onward transmission to senior management. • Motivate team members to achieve their monthly targets. • Organize team initiatives.

• Handle all the insurance queries at the regional level. • Actively participating in marketing endeavors to ensure insurance business growth across the region. • Developing fruitful marketing leads that will translate to business growth and development. • Training of staff on the Insurance products under the Agency. • Ensure excellent customer experience for both internal and external clients and maintaining a quality client base.

• Offer oversight of day-to-day Insurance operations in the branch level. • Processing Insurance transactions within defined terms and conditions. • Underwriting Insurance businesses in Turnquest General Insurance System. • Claims processing. • Provide advisory services to credit department on relevant insurance policies for businesses/clients accessing credit facilities from the bank. • Ensure premium is collected as per the laid down procedures. • Provide technical guidance and claims management support to clients and the branch.