Samuel Philbert

• I am hard-working and a go-getter. I do love the challenges associated with taking up new endeavors.
• My objective in life is to be a consultant in the fields of banking, finance, investment, and research.

22/08/2022 – 10/03/2023: Business Development Representative (BDR), at HODI I was part of the team that provided execution of internet research work, email correspondences, and social platform communication with potential clients.

10/11/2021 – 30/04/2022: Business Analyst at Kenya Climate Innovation Center (KCIC)

 - Offering incubation, capacity building & financing options Research and understanding the strategic position of businesses and companies in relation to their markets and their stakeholders.

10/12/2020 – 30/06/2021: Data Entry Clerk at Stepwise Daproim

Updated, maintained, and retrieved information held on files into the computer systems.

• Prepared source data for computer entry by compiling and sorting information, processed client and account source documents by reviewing data for deficiencies, and verified entered case details and account data.

07/03/2018 – 29/11/2020: Business Development Manager with Meo Website Solutions remote work with a Canadian-based start-up

• Built relationships with clients to support the management of their portfolios
• Managed the full contract cycle including contract negotiations, project management, and project analysis

02/11/2017 – 07/03/2018: Research Team Lead at 3M Kenya

• Supported the research team to coordinate work activities, and monitor staff and research projects.
• Coordinated market survey activities on 3M surgical products in Eldoret, Mombasa, Nairobi, and Thika towns respectively.

01/11/2016 – 30/06/2017: Senior Credit Officer at Springboard Capital Ltd

• Investigated credit applications from customers and evaluate if the applications complied with the regulations and guidelines of the company. • Collected data on the loan applicant, acquired additional information from other departments or institutions, and indicated what sort of agreements should be reached with credit applicants
• Followed up on the development of the credit portfolio of clients.

07/01/2013 – 30/09/2016: Relationship Officer at Jamii Bora Bank Ltd

• Retained and expanded existing and prospective customer relationships through up-selling & cross-selling techniques to advise and sell various banking and financial products and services to customers.
• Managed the total relationship with customers and was responsible for optimizing business results and customer satisfaction.

Postgraduate studies: MBA in Finance at New Charter University

Undergraduate studies: Bachelor of Arts (Economics & Sociology) at Kenyatta University