Finance and Accounting Enthusiast
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An ambitious, astute, and self-driven professional who is a progressive thinker and has a passion for numbers be it finance, accounting, tax, and audit. I have a solid background in Bachelor of Commerce with a specialization in Finance. My objective is to gain valuable experience in these fields in a dynamic environment while also positively impacting lives across the globe.
I also aim to actively and potentially participate in the company’s endeavors of meeting its stated SMART goals and advancing my skills.
Dedicated Financial Advisor| April 2024- Current Jubilee Holdings Limited
● Meeting clients to understand their financial objectives by selling & cross selling of all JAML Investment products and services.
● Managing, maintaining and building new and existing client relationships.
● Preparing and presenting proposals to existing and potential clients
● Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
● Participate in specific product campaigns by ensuring that the products are explained to customers. ● Assists clients grow their investment portfolios by giving them the right advice on where to invest their money
● Asks clients pertinent questions to understand their financial goals to advise them correctly on what investment options to take.
● Consistently achieving the allocated sales targets. Insurance Sales Agent| Jan 2024 - Current Graes Lilias Insurance Agency Limited
● Selling insurance contracts packages to insurance clients. ● Providing relevant insurance information to potential client.
● Achieving sales target.
● Promoting the insurance agency and advertising insurance products.
● Writing reports on daily activities on sales.
1 Finance Attachee| March 2021- May 2021 Ministry of Transport, Infrastructure, Housing, Urban Development, and Public Works- State Department for Public Works.
University of Nairobi | Jan 2018 – May 2022. Bachelor of Commerce – Finance Option (Second Class Lower Division)
Nyambare Secondary School | Jan 2013 – Nov 2016. Kenya Certificate of Secondary Education (Grade: B+).
