Faridah Wott
Finance Personnel
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About
I am a Bachelor of Commerce graduate (Finance) and a diploma in Business Management (Banking and Finance) with experience in Banking industry, which has provided me with a wide range of abilities; Bookkeeping and Reconciliation, portfolio Management, data collection, evaluation of various financial records and account statements.
My academic background in finance and accounting has given me a strong basis. The extensive academic training has equipped me with Strong strategic and analytical skills.
Experience
I&M BANK: RELATIONSHIP OFFICER.
2021July – Ongoing
Responsibilities
- Managing and Monitoring of a portfolio
- Provide guidance to the branch network on policy requirements relating to products monitoring
- Work to improve business relationships with partner firms and clients.
- Managing customer expectations
- Recording daily customer transactions
- Update of customer CRB status with Credit Reference Bureaus and handling of customer CRB dispute
- Create and enforce plans that will help meet the needs of customers.
- Build long-term relationships with clients and customers.
- Work quickly to address and resolve customer issues.
- Notify the sales team of new sales and cross-selling opportunities as well as bringing new sales.
I&M BANK: SALES AND MARKETING
2019 March– 2021 June
Responsibilities
- Identifying new business markets
- Notify the sales team of new sales and cross-selling opportunities.
- Identify and maintain clients’ base through efficient interactions with the clients and analyse any changes in clients’ needs.
- Provide excellent customer service to clients and help resolve any customers’ issues.
- Generating leads.
- Coordinate with other departments and maintain efficiency on all sales procedure and activities.
ACHIEVEMENTS.
- Contribute to good customer service which increases loyalty and customer satisfaction.
- Increase sales and revenue for the company
- Met and exceeded sales target
SAFARICOM AGENCY - SALES AND MARKETING.
2018 April – 2019 Feb
Duties and Responsibilities
- Advise customers by providing information on products.
- Help the customer make selections by building customer confidence, offering suggestions and opinions.
- Document the sale by creating or updating customer profile records/ forms filling.
- Process payments by totalling purchases; processing checks, cash, and store or other credit cards.
- Keep clientele informed by notifying them of preferred customer sales and future merchandise of potential interest.
Education
- Bachelor Of Commerce (Finance Option)
Mount Kenya University
2013 - 2017,
- Diploma In Business Management (Banking and Finance)
Mount Kenya University
2011 - 2013,
- International General Certificate of Secondary Education (I.G.C.S.E)
Milimani High School
2007 - 2010,