Custody Sales Manager
AI summary
Equity Bank Kenya is hiring a Custody Sales Manager in Nairobi to drive growth of its custody services business. The role focuses on acquiring institutional and corporate clients, managing key relationships, and executing sales strategies to grow assets under custody and revenue. The position involves cross-functional collaboration, market intelligence, and representing the bank at industry events.
- Senior commercial role driving custody services growth
- Targets institutional investors, pension funds, and fund managers
- Involves sales strategy, pipeline management, and revenue targets
- Requires collaboration with product, operations, and compliance teams
- Based in Nairobi with national custody sales responsibility
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Not enough public dataNot enough public salary data is available for this exact role. Before applying, prepare to ask about gross pay, benefits, contract length, probation period, transport and any allowances.
Can you qualify for this role?
- UnclearRelated work experienceThe text mentions experience, but the exact level should be confirmed at source.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in sales, retail, internshipThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in NairobiThe vacancy is associated with this location.
- UnclearComfort with the Full Time contract termsConfirm hours, duration, probation and benefits at the original source.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Custody Sales Manager evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Equity Bank Kenya and the role in Nairobi.
- Add concrete examples related to sales, retail, internship, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from JobWeb Kenya; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
- Prepare a polite question about pay, benefits and contract terms for later interview stages.
Source and safety check
- JobWeb Kenya
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
Never pay for interviews, shortlisting, medical checks, uniforms, or job placement. Confirm every application at the original source before sharing personal documents. Report suspicious listing.
Interview preparation
- What experience makes you a strong fit for this Custody Sales Manager role in sales, retail?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Nairobi under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research Equity Bank Kenya before the interview.
Ask what the first priorities will be in the role and how success will be measured.
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Original source description
Job Purpose
The Custody Sales Manager is responsible for driving the growth of the Bank’s Custody Services business by acquiring new institutional and retail clients, expanding existing client relationships, and promoting the Bank’s custody solutions across target market segments. The role is accountable for developing and executing sales strategies, managing the business development pipeline, identifying market opportunities, and collaborating with internal stakeholders to deliver tailored custody solutions that meet client needs while supporting the Bank’s strategic growth objectives.
The role serves as the primary commercial interface between the Bank and institutional investors, fund managers, pension schemes, insurance companies, development finance institutions, sovereign entities, and other capital market participants, ensuring exceptional client
Experience
- throughout the sales lifecycle.
- Key
- Academic Qualifications
- Bachelor’s degree in finance, Banking, Economics, Business Administration, Accounting, or a related discipline from a recognized university.
- Professional Certifications
- CISI Certificate or Diploma in Securities Services, Capital Markets, or Investment Operations is an added advantage.
- ACI Dealing Certificate, CFA, or other relevant financial markets certifications will be an added advantage.
- Professional qualifications in Sales, Relationship Management, Banking, or Capital Markets are desirable.
- Minimum of five (5) years’
- in Custody Services, Securities Services, Institutional Banking, Corporate Banking, Treasury Sales, Capital Markets, or Financial Markets.
- Proven
- in institutional sales, relationship management, or business development within the financial services sector.
- Demonstrated track record of originating and closing institutional business opportunities.
- engaging institutional investors and capital market participants will be an added advantage.
- Key Skills and Competencies:
- Strong knowledge of custody and securities services sales, business development and client relationship management.
- Good understanding of capital markets, custody products and post-trade services.
- Ability to manage sales pipelines, prepare commercial proposals and negotiate client solutions.
- Sound understanding of regulatory, compliance and operational
Responsibilities
- Business Development & Sales
- Develop and execute the country’s custody sales strategy to grow assets under custody, client portfolio, and revenue.
- Identify, originate, and convert new custody business opportunities across institutional and corporate market segments.
- Build and maintain a strong pipeline of prospective custody clients through market intelligence, networking, referrals, and industry engagement.
- Lead client acquisition efforts, including preparing proposals, responding to Requests for Proposals (RFPs), conducting presentations, and negotiating commercial terms.
- Achieve agreed sales, revenue, and profitability targets for the custody business.
- Relationship Management
- Develop and manage strategic relationships with institutional investors, pension funds, fund managers, insurance companies, asset managers, development finance institutions, and other capital market participants.
- Grow existing client relationships by identifying cross-selling and up-selling opportunities across the Bank’s product suite.
- Conduct regular client engagement meetings, business reviews, and market updates to strengthen relationships and improve client satisfaction.
- Serve as the primary commercial contact for custody clients and coordinate timely resolution of client issues with internal teams.
- Product Development & Market Intelligence
- Monitor industry trends, competitor activities, regulatory developments, and market opportunities to enhance the Bank’s custody value proposition.
- Work closely with Product Development and Operations teams to enhance existing custody solutions and develop new products aligned to market needs.
- Support the launch of new custody products, market initiatives, and digital capabilities.
- Collect client feedback to improve service delivery and product competitiveness.
- Stakeholder Management
- Collaborate with Relationship Management, Treasury, Corporate Banking, Investment Banking, Risk, Compliance, Operations, Legal, and Technology teams to deliver seamless custody solutions.
- Build strong relationships with regulators, stock exchanges, central securities depositories, brokers, registrars, and market infrastructure providers.
- Represent the Bank at industry forums, conferences, and professional events to enhance market visibility and generate business opportunities.
- Sales Governance & Performance Management
- Maintain an accurate sales pipeline and customer relationship management (CRM) records.
- Prepare regular sales reports, forecasts, market intelligence reports, and business performance updates.
- Ensure all sales activities comply with regulatory requirements, internal policies, and customer due diligence standards.
- Support onboarding processes by coordinating with Operations and Compliance to ensure timely client implementation.ence standards.
- Support onboarding processes by coordinating with Operations and Compliance to ensure timely client implementation.
- Qualifications
Education
and
Requirements
- relating to custody services.
- Strong stakeholder management, communication, negotiation and presentation skills.
- Ability to identify business opportunities, cross-sell products and deliver client-focused solutions.