Asset Finance Officer/GPS Tracking Technician (Team Leader).
Watu Credit Limited September 2020 to date
Duties and Responsibilities
- Attracting clients to the Company’s Asset Finance products as well as maintaining the service standards in serving the existing customers and expanding the customer base through analyzing potential loan markets and developing referral networks in order to locate prospects.
- Conducting pre-assessment of client’s financial position and offering best suitable product configuration while acting as financial advisors to identify their financial goals and finding ways of reaching those goals.
- Ensuring proper and timely loan request processing, acquiring necessary documentation, and ensuring proper asset release including tracking installation, issuance of plates and asset insurance.
- Installing, servicing, and replacing GPS Tracking devices on both new and repossessed assets.
- Maintaining current knowledge of all applicable lending regulations, the economy, market rates, vendors and competitors.
- Assisting the Branch Manager to manage staff productivity.
- Assisting the Branch Manager in preparing reports for presentation to senior management in a timely manner.
- Participating in the implementation of staff trainings and development.
- Fraud Prevention and Management.
Sales Team Leader
Makutano CycleMatt Limited September 2019 to August, 2020
Duties and Responsibilities.
- Oversaw and managed all aspects of the Company Operations keeping in line with its growth strategy.
- Addressed customer issues and concerns promptly through the correct channels.
- Provided superior customer service to new and existing customers
- Recruited and trained merchandisers to support the Company’s sales strategy.
- Set sales targets, reviewed performance against goals and suggested corrective actions as needed through continuous coaching, mentorship and training to team members.
- Developed individual quotas and assigned territories to team members.
- Proactively created additional sales with new and existing customers.
- Identified and strategically pursue industry trends in fast-growing segments.
- Handled marketing function and special promotions.
- Maintained complete and accurate records of all sales customers.
- Prepared sales reports and correspondence in a timely and effective manner.
Intern, General Insurance
Kenindia AssuranceCompany Limited April to August, 2019
Duties and Responsibilities
- Ensured that all policies/risks that have been accepted are compliant to underwriting guidelines and Regulators guidelines.
- Prepared quotations, underwriting reports; prepared and approved cover up to set limits.
- Issued vehicle valuation and risk survey appointment letters, Motor certificates, No Claim Discount Letters, COMESA cards and Travel.
- Ensured customer service to both internal and external clients by providing required underwriting services and documents
- Ensured compliance to the general underwriting related company communication
- Ensured premium and data capture within set standards
- Processed premium refunds
- Reviewed, Prepared and dispatched renewal notices