Assistant Relationship Manager (Premier & Corporate Banking) Absa Bank Kenya Plc Dec 2017 – July 2022
Responsibilities:
- Proactively supporting in contacting clients for pricing in foreign currency transactions and offering the optimum pricing based on market trends
- Identifying client needs and selling appropriate products to both portfolio and walk-in clients
- Ownership of foreign currency portfolio objectives by making proactive contact on a regular basis and meeting clients at their convenience
- Establishing and developing sales opportunities to meet the client needs, introducing and working in conjunction with the Relationship manager
- Ensuring compliance in documentation for large transactions by communicating to clients on documentation requirements and conducting follow up on the same.
- Follow up on the customer instructions to ensure that the process takes place within the agreed timelines.
- Building relationships with internal service providers and processing teams to ensure a quick turnaround time of escalated queries and complaints.
- Liaison with dealers to ensure team alignment in pricing of Premier clients
- Acting as point of contact for Retail Credit for day-to-day credit queries as well as new proposal information.
- Reviewing customer requests for temporary overdrafts/excesses and presenting to the Relationship Manager for sign-off.
- Implementing Customer Life cycle activities such as on boarding of customers on digital channels , provision of debit cards and cheque books
- Monitor overdrawn accounts and engaging clients to regularise as required by the business
- Follow-up with customers on event invitations.
- Logging and timely resolution of customer service requests and ensuring that the requests are completed within acceptable time frames.
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Additional Responsibilities – Premier Banking - Young global innovator - UN Global Compact
Roles
- Advancing sustainability efforts through driving innovation and delivering tangible solutions with potential market value
- Engaging in accelerated learning opportunities towards advancement of knowledge for SDG integration
- Connecting with other businesses and collaborating on innovative projects relating to SDGs
- Building work relationships through coaching, mentoring, peer to peer interactions on sustainability and innovation
Customer Advisor Absa Bank Kenya Plc Aug 2013 – Sep 2017
Responsibilities:
- Receiving and conducting pre-processing checks, loan applications, account opening and credit card applications
- Responsible for imaging of customer applications and forwarding to respective departments for processing
- Facilitating customer instructions such as FDR, Standing orders & dormancy claims to be sent to Operations processing
- Daily cash and cheque handling including foreign payments.
- Processing of all outward funds transfers – both international & local
- Issuance of Card & PIN
- Acts as Customer service champion by ensuring all queries and complaints are addressed in a timely manner
- Acts as a relief custodian and holding keys to safe custody
- Conducting of snap checks in various operation areas
- Handling of general customer enquiries.
Portfolio Manager The Leleshwa Safari Company April 2012 – July 2013
Representing the company in all marketing campaigns, enquiries and seminars
Responsibilities:
- Assisting in designing of sustainable tourism products
- Contracting and responding to all enquiries with travel agents and other stakeholders
- Management of bookings with accommodation properties, flight service providers and other suppliers
- Tour costing & itinerary planning
- Preparing of quotes and raising of invoices in regard to enquiries from direct clients
- Handling of payments in co-ordination with finance department
- Management of clients databases and reservations
Emailing rates, updates on special offers and general correspondence with tour operators
