Customer Care Agent at Zenka Finance Limited (2019-06 – Present)
- Customer service by phone (incoming and outgoing calls), e-mail and chats
- Providing information and educating customers about the products offered by the Company
- Offer the Company's products in the course of contact with customers and using the opportunity of cross-selling the available products
- Implementation of the determined indicators in the area related to the quality of customer service, efficiency, and productivity
- Processing of online loan applications
- Processing of MOU documentation with cooperating companies
- Providing basic technical support to clients
- Ensuring customer service at the highest level in accordance with applicable customer service standards and internal procedures
- Reporting any technical problems to the immediate Manager without delay
- Building long-term relationships with clients
- Building a positive company's reputation
Financial Consultant at Sanlam Kenya (2017-02 – 2019-03)
- Developing financial strategies by guiding clients to establish financial goals, matching goals to situations with appropriate financial plans
- Providing financial management information by preparing financial statuses analysis and reports
- Monitoring clients financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals
- Obtaining clients commitments by explaining proposed financial plans and options; explaining advantages and risks; providing explanations, alleviating concerns and answering questions
- Marketing services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries, developing promotions, presenting financial plans seminars
- Assessing clients financial situation by gathering information regarding investments, asset allocation, savings, tax planning and estate planning; evaluating risk tolerance
Accounts Clerk Intern at National Cereals and Produce Board (NCPB) (2016-09 – 2016-12)
I have had practical exposures in the departments below:-
- Payment/Purchasing Section
- Cash accounting
- Bank reconciliation
- Debtors accounts
- Inventory control
- Revenue accounts
- Transport accounts
- Payroll Accounts
Stores clerk Intern at Kenyatta National Hospital (2012-09 – 2012-12)
I have had practical exposures in departments below:-
- Registry and records
- Tender secretariat
- Purchasing section
- Main stores section