Sales Coordinator – Pensioner Portfolio at NBC – September 2026

National Bank of Commerce (NBC)

NBC is the oldest serving bank in Tanzania, with more than five decades of experience. The bank provides a range of retail, business, corporate and investment banking, as well as wealth management products and services.

Position Details

• Position: Sales Coordinator – Pensioner Portfolio
• Organization: National Bank of Commerce (NBC)
• Location: Head Office, NBC
• Job Type: Full-time
• Job Reference: R-15981740

Job Summary

The Pensioner Portfolio Sales Coordinator is responsible for driving the acquisition, activation and servicing of pensioner customers across assigned regions.

The role involves regular visits to pension fund offices, government offices, employer offices and community locations to identify potential pensioners and convert them into NBC customers, including individuals who are approaching retirement.

The Coordinator supports frontline teams during customer onboarding, resolves service issues and drives initiatives aimed at improving portfolio quality.

The role also serves as a key link between the Senior Manager, branches, Direct Sales Agents (DSAs), LG teams and pension institutions to ensure seamless onboarding, timely activation and an exceptional pensioner banking experience.

Key Accountabilities

1. Acquisition Coordination, Customer Support and Service Excellence – 50%

• Coordinate pensioner acquisition activities by working closely with branches, DSAs, LG teams and pension fund offices.
• Ensure all required acquisition actions are completed on time and in line with segment targets.
• Support frontline teams by preparing lead lists and following up on leads to ensure timely closure.
• 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 performance, conversion and reactivation trends are accurately updated.
• Coordinate and support pensioner-related initiatives such as pension clinics and activation campaigns.
• Manage logistics, prepare materials and ensure branches and DSAs have the necessary tools to execute pensioner initiatives.
• 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.

2. Execution Planning and Portfolio Tracking – 20%

• Develop weekly execution plans for:
  • Pension fund office visits
  • Government office visits
  • Employer office visits
  • Community and outreach activities
• Maintain daily and weekly dashboards covering 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 effective segmentation and tracking.

3. Pension Institution, Branch and Stakeholder Coordination – 30%

• Coordinate engagement with pension fund offices, government offices and employer offices through structured communication, scheduling support and follow-up actions.
• Facilitate pensioner onboarding and portfolio growth through effective stakeholder engagement.
• 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.
• Follow up on documentation, verification requests, schedule updates and planned pensioner engagements.
• Support the organization and coordination of pensioner-related activities, including pensioner clinics and corporate engagements.
• Manage logistics, prepare materials and ensure field teams have the necessary tools and information.
• Provide structured feedback from branches, DSAs and pension institutions to internal functions to resolve process gaps and service issues.
• Track action items from pension-related engagements and ensure timely follow-up with accountable stakeholders.
• Escalate unresolved institutional or process-related issues to the Senior Manager to ensure risks and blockers are addressed promptly.

Role and Person Specification

Education and Experience

• Diploma or Bachelor’s degree in:
  • Banking
  • Business
  • Marketing
  • or a related field.
• Minimum of 2–3 years of experience in sales, customer service or field operations.
• Experience working with pension funds, public institutions or senior citizen engagement is an added advantage.

Knowledge and Skills

• Customer service and stakeholder coordination.
• Reporting, dashboards and performance tracking.
• Understanding of pension processes and payout structures.
• Strong communication and organizational skills.
• Operational problem-solving.
• Strong follow-up discipline.

Core Competencies

• Delivering Results and Meeting Customer Expectations.
• Planning and Organizing.
• Relating and Networking.
• Presenting and Communicating Information.
• Adapting and Responding to Change.

Additional Qualifications and Competencies

The position requires or values the following:

• Bachelor’s degree or Advanced Diploma in Business, Commerce or Management Studies.
• Commercial mindset.
• Customer excellence and service delivery.
• Digital familiarity.
• Effective communication.
• Experience in a similar environment.
• Openness to change.
• Product and/or service knowledge.
• Sales management capabilities.

How to Apply

Interested and qualified candidates should submit their applications through the NBC Careers portal.

CLICK HERE TO APPLY