Sales Coordinator -Pensioner Portfolio
National Bank of Commerce Ltd | Head Office NBC | Full time | Deadline: August 31, 2026
Position
Company
National Bank of Commerce Ltd
Location
Head Office NBC
Employment Type
Full time
Application Deadline
August 31, 2026
Job ID
R-15981740
NBC is the oldest serving bank in Tanzania with over five decades of experience. We offer a range of retail, business, corporate and investment banking, wealth management products and services.
Job Summary
he Pensioner Portfolio Sales Coordinator is responsible for driving the acquisition, activation, and servicing of pensioner customers across assigned regions. The role conducts regular visits to pension fund offices to convert already pensioners, government offices, employer offices, and community locations to identify potential pensioners and convert them into NBC customers, those about to retire.The coordinator supports frontline teams during onboarding, resolves service issues, and drives initiatives that improve portfolio quality. The role acts as a critical link between the Senior Manager, branches, DSAs, LG teams, and pension institutions to ensure seamless onboarding, timely activation, and an exceptional pensioner banking experience.
Job Description
Key Accountabilities
Serve:
Accountability: Acquisition Coordination, Customer Support & Service Excellence (50%)
Coordinate pensioner acquisition activities by working closely with branches, DSAs, LG teams, and pension fund offices, ensuring all required actions are executed on time and in line with segment targets.
Support front-line teams by preparing lead lists and follow up for the leads closing timely
Monitor onboarding queues, track account activation status, and follow up with relevant teams to resolve delays or documentation gaps.
Maintain pensioner acquisition dashboards and trackers, ensuring all performance, conversion, and reactivation trends are accurately updated and escalated where necessary.
Coordinate and support pensioner-related initiatives (e.g., pension clinics, activation campaigns) by managing logistics, preparing materials, and ensuring branches and DSAs have the right tools to execute.
Handle customer and branch escalations by liaising with Operations, Digital channels and relevant teams to ensure timely resolution and service recovery.
Track dormant and inactive pensioner accounts and coordinate reactivation interventions with branches and sales teams through structured follow-up plans.
Provide performance insights, exception reports, and follow-up recommendations to the Senior Manager to support decision-making and process improvement.
Determine:
Accountability: Execution Planning & Portfolio Tracking (20%)
Develop weekly execution plans for pension fund office visits, government office visits, employer office visits, and outreach activities.
Maintain daily/weekly dashboards for pensioner onboarding, conversion, dormancy reactivation, and service monitoring.
Analyse performance trends, identify process gaps, and recommend corrective actions.
Monitor lead conversion, activation progress, and service trends to improve productivity.
Ensure all pensioner customers are onboarded to the correct product and segment for easy segmentation and tracking.
Engage:
Accountability: Pension Institution, Branch & Stakeholder Coordination (30%)
Coordinate engagement with pension fund offices, government offices, and employer offices through structured communication, scheduling support, and follow-up actions to facilitate pensioner onboarding and portfolio growth.
Liaise with Branch Managers, DSAs, LG teams, and Scheme Relationship Managers to ensure alignment on pensioner acquisition priorities and lead follow-up
Maintain regular communication with pension fund administrators and institutional contacts to follow up on documentation, verification requests, schedule updates, or planned pensioner engagements.
Support the organisation and coordination of pensioner-related activities (e.g. pensioner clinics, corporate engagements) by managing logistics, preparing materials, and ensuring field teams have the necessary tools and information.
Provide structured feedback from branches, DSAs, and pension institutions to internal functions to resolve process gaps or service issues.
Track action items for all pension-related engagements and ensure timely follow-up with accountable stakeholders.
Escalate unresolved institutional or process-related issues to the Senior Manager, ensuring risks and blockers are addressed promptly.
Role / Person Specification
Education and Experience Required
Diploma or Bachelor’s degree in Banking, Business, Marketing, or related field.
Minimum of 2–3 years’ experience in sales, customer service, or field operations.
Experience with pension funds, public institutions, or senior citizen engagement is an advantage.
Knowledge & Skills:
Customer service and stakeholder coordination
Reporting, dashboards, and performance tracking
Understanding of pension processes and payout structures
Strong communication and organisational skills
Operational problem-solving and follow-up discipline
Competencies:
Delivering Results & Meeting Customer Expectations
Planning & Organising
Relating & Networking
Presenting & Communicating Information
Adapting & Responding to Change
Qualifications
Bachelor`s Degrees and Advanced Diplomas - Business, Commerce and Management Studies, Commercial mindset - Junior (Meets some of the requirements and would need further development), Customer Excellence - Service Delivery (Meets all of the requirements), Digital familiarity (Meets all of the requirements), Effective communication - Basic (Meets all of the requirements), Experience in a similar environment, Openness to change (Meets some of the requirements and would need further development), Product and/or Service Knowledge (Meets all of the requirements), Sales Management (Meets some of the requirements and would need further development)How to approach this opportunity
Before applying for Sales Coordinator -Pensioner Portfolio, review the requirements carefully, tailor your CV to the role, and follow the instructions shown in the advert before Aug 31, 2026.
- Identify 2-3 requirements from the advert and make sure they are clearly visible in your CV, cover letter, or application message.
- Prepare a short application message that mentions the exact job title and why you fit the role.
- Keep your phone and email active after applying so you do not miss interview or assessment updates.
Tailor your CV before applying
For Sales Coordinator -Pensioner Portfolio at National Bank of Commerce Ltd, align your CV with the location and role context: Head Office NBC.
Questions to prepare for
Before interviewing for Sales Coordinator -Pensioner Portfolio - National Bank of Commerce Ltd, Head Office NBC, prepare short answers backed by real examples from your experience.
Why do you think the Sales Coordinator -Pensioner Portfolio role is a good fit for you?
Which of your skills best match this position?
Give an example of an achievement or work challenge you solved.
How would you contribute to the organization if selected?
Which requirement in this advert best matches your experience, and what proof can you share?
How do you organize your work and deliver results within deadlines?
View sample application letter Dynamic draft tailored to this job post. Edit it before sending.
Refer to the letter heading above, I am writing to apply for the Sales Coordinator -Pensioner Portfolio position at National Bank of Commerce Ltd. After reviewing the advertised requirements, I believe my skills, experience, and commitment to professional results make me a strong candidate for this opportunity.
My background has prepared me to contribute effectively in nbc careers. I can bring relevant experience, strong attention to detail, and the ability to work responsibly with teams, clients, and organizational priorities. In tailoring this application, I would highlight evidence related to Diploma or Bachelor’s degree in Banking, Business, Marketing, or related field. Minimum of 2–3 years’ experience in sales, customer service, or field ....
I am especially interested in this role because it aligns with responsibilities such as Serve: Accountability: Acquisition Coordination, Customer Support & Service Excellence (50%) Coordinate pensioner acquisition activities by working closely with branches,.... I am confident that my ability to learn quickly, communicate clearly, and deliver dependable work would support the goals of the organization.
I have attached my CV and supporting documents for your review. I would appreciate the opportunity to discuss how my qualifications match this position before the application deadline of Aug 31, 2026.
Thank you for considering my application.
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