Relationship officer - Caritas Microfinance Bank - Nairobi
(2022-07)
- Managing growth and quality of Consumer banking business in the branch
- Managed Sales team of up to 10 Direct sales representatives
- Organized marketing activations and campaigns to increase NFI, deposits and loan accounts
- Member of branch credit committee for all loans done by the branch. we do credit analysis and recommend, approve or reject loan applications
- Compiled and evaluated applicant credit histories to determine eligibility for different bank products.
- Employed consultative selling skills and call reporting plans to improve client experiences and business results.
- Reviewed customer needs and allocated assets to engage with customers and meet current requirements.
- Organized customer-focused events to build brand loyalty and uncover new revenue streams.
- Used CRM system to track client activity, produce reports and manage pipeline.
Branch Sales Team Leader - Progressive Credit
(2022-03 - 2022-06)
- Organized sales activities
- Coordinated marketing teams
- Conducted marketing and activations
- Responsible for growth and quality of loan portfolio
Team Leader - Select Credit Ltd
(2021-06 - 2022-02)
- Drove open communication with team to successfully maintain and grow productivity.
- Completed accurate, on-time reports and documentation.
- Provided daily direction to team members to achieve departmental goals.
- Responsible for managing branch sales team.
- Coordinated marketing activities in the region
- managed the growth and quality of loan book.
Team Leader - Platinum Credit Ltd
(2020-07 - 2021-06)
- Recruited and Coached team members to maintain positive, friendly attitude and behaviors.
- Trained employees to follow standard work processes and learn role-specific skills.
- Coordinated satellite sales office
- Responsible for loan disbursements and collection.
Sales Agent - Select Management services
(2019-10 - 2020-07)
- Direct sales representative role
- Marketing and activation
- responsible for loan sales and disbursement
Team Leader - Platinum Credit Ltd
(2017-10 - 2019-05)
- Trained employees to follow standard work processes and learn role-specific skills.
- Completed accurate, on-time reports and documentation.
- Assisted team members on appropriate application of policies and procedures.
- Communicated with team members on job functions, responsibilities, and financial goals.
- Collaborated with senior leadership to share and gain insight on best practices and improve monthly goals.
- Provided daily direction to team members to achieve departmental goals.
- Coached team members to maintain positive, friendly attitude and behaviors.
Sales executive - Platinum Credit Ltd
(2016-12 - 2017-09)
- Collaborated with cross-functional teams to align and maximize sales potential.
- Conducted market research and competitor analysis to identify growth opportunities.
- Negotiated and closed major deals with key accounts to generate revenue.
- Built and maintained strong relationships with key clients, increasing repeat business and referrals.
- Established trust with customers throughout sales process to build ongoing rapport.
