Business Development Officer

Role Overview

The Business Development Officer will be responsible for driving growth across all CPFAM products within the designated area. The primary objectives include increasing Assets Under Management (AUM), driving product revenue, expanding client numbers, and ensuring high levels of client retention.

Key Duties and Responsibilities

Business Development & Growth

• Deliver all business development targets as cascaded by the Senior Officer – Business Development.
• Drive growth across all CPFAM products by increasing Assets Under Management (AUM), product revenue, client numbers, and client retention within the designated area.
• Formulate and implement branch-level sales and marketing plans to acquire new clients and expand the existing customer base.
• Identify, capture, and actively pursue all sales opportunities, including referrals, to maximize business conversion.

Sales, Marketing & Distribution

• Promote and present CPFAM products to prospective clients through face-to-face meetings, telephone engagement, and electronic communication.
• Develop and expand new distribution channels for CPFAM products to enhance market penetration.
• Represent CPFAM at meetings, industry events, and trade shows to generate new business leads and strategic contacts.

Client Relationship Management

• Build and maintain strong relationships with clients, partners, professionals, the business community, and relevant government agencies within the area of assignment.
• Monitor and address clients’ investment needs and provide tailored solutions in line with their objectives.
• Update clients regularly on portfolio performance through meetings, calls, and written communication.
• Ensure timely delivery of client statements and other relevant communications.

Client On-Boarding & Compliance

• Ensure smooth and efficient client onboarding by collecting and verifying all required Know Your Customer (KYC) documentation in line with regulatory and internal requirements.

Professional Development & Team Support

• Continuously enhance personal and professional competencies to meet evolving job demands through relevant training and development activities.
• Support and encourage the development and training of staff and agents within the branch.

Other Duties

• Perform any other duties assigned by the supervisor from time to time.

Job Specifications

• Bachelor’s degree in Finance, Accounting, Actuarial Science, Economics, or any other finance-related field.
• At least CISI level 2 qualification.
• CFA and CIFA Students will have an added advantage.
• At least 2 years’ experience in the Financial Services sector.

How to Apply

All applications should be sent in PDF format to hrsupport@cpf.or.ke by 13th April 2026, and not later than 5:00 pm EAT.