Financial advisor
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Experienced personal Financial Advisor who successfully manages specialty financial planning projects from inception to completion. Excels at interfacing with team members at all levels to meet and exceed organizational goals. Operates well in a highly - competitive environment in which leadership skills are the key to success.
Financial advisor.
Prudential Life Assurance Company.
August 2021- Present.
Mombasa.
Engaging with new and existing clients on a daily basis to better understand their shorted long-term financial goals.
Monitoring client portfolios to ensure these meet their progress and target requirements.
Regularly attending training sessions to stay up-to-date with regulatory or industry changes.
Assisting with marketing and communications to help grow their customer base.
Proactively resolving or preventing banking or portfolio problems.
Educating clients to ensure they understand how their money is being managed.
Catch Taxi Company.
April 2021- July 2021.
Mombasa.
DUTIES.
Working with the company’s marketing department to learn and implement the company’s marketing strategy at events.
Posting about a service or product on the various social media platforms, chat groups and message boards to drive brand awareness and attract new customers.
Sharing ideas with supervisors about new ways to promote the brand.
Tracking media campaigns, metrics and customer preferences.
Monitoring feedback from customers and escalating complaints to the company’s marketing department.
Direct Sales Representative.
M-KOPA Company Kenya.
January 2020- March 2021.
Mombasa.
DUTIES.
Meeting or exceeding weekly, monthly, and yearly sales quotas.
Canvassing assigned territories to present company products to potential customers.
Demonstrating product features to customers.
Preparing sales proposals for potential buyers.
Completing regular sales reports specifying the number of sales made.
Financial Modeling and Valuation Analysis.
Cooperate Finance Institute.
June 2022-Present.
Information Communication and Technology.
Kenya Technical Teachers College.
September 2015- July 2018.
Computer Application Package.
Sigalagala National Polytechnic.
April 2015- June 2015.
Secondary Education.
Shikoti Girls High School.
Feb 2011- November 2014.
Kenya Certificate of Secondary Education
Jan 2003- November 2010
Kenya Certificate of Primary Education
