• Develop and execute strategic plans to achieve sales targets.• Create and communicate sales goals and ensure C-level executives are informed on the progress of those goals.• Build and maintain long-lasting, strong relationships with customers while partnering with them to better understand their business objectives and needs.• Understand industry-specific trends and landscapes.• Effectively communicate value propositions through presentations and proposals.• Report on forces that shift strategic directions of accounts and tactical budgets.• Manage sales managers and train them• Contacting potential clients to establish rapport and arrange meetings.• Researching organizations and individuals to find new opportunities.• Increasing the value of current customers while attracting new ones.• Finding and developing new markets and improving sales.• Attending conferences, meetings, and industry events.• Developing goals for the development team and business growth and ensuring they are met.• Breaking down the marketing budget/ targets into performance targets for the individual portfolio managers, track and report on the performance.• Training personnel and helping team members develop their skills.• Senior Portfolio Manager, managing the portfolio managers, overseeing their activities and performance.• Relationship Manager of the company's corporate clients.• Building and managing relationships with key partners such as banks and other corporate clients.

. Clearly communicate the goal to employees.. Select the right individuals for each task.. Motivate employees to reach each objective.. Set appropriate deadlines.. Check in with employees to ensure they’re making progress.. Set key performance indicators to measure success.. Regularly review performance metrics.. Make strategy adjustments as necessary.

• Contacting potential clients to establish rapport and arrange meetings.• Planning and overseeing new marketing initiatives.• Researching organizations and individuals to find new opportunities.• Increasing the value of current customers while attracting new ones.• Finding and developing new markets and improving sales.• Attending conferences, meetings, and industry events.• Developing quotes and proposals for clients.• Developing goals for the development team and business growth and ensuring they are met.• Breaking down the marketing budget/ targets into performance targets for the individual portfolio managers, track and report on the performance.• Training personnel and helping team members develop their skills.• Senior Portfolio Manager, managing the portfolio managers, overseeing their activities and performance.• Relationship Manager of the company's corporate clients.• Building and managing relationships with key partners such as banks and other corporate clients.

• Contacting potential clients to establish rapport and arrange meetings.• Planning and overseeing new marketing initiatives.• Researching organizations and individuals to find new opportunities.• Increasing the value of current customers while attracting new ones.• Finding and developing new markets and improving sales.• Attending conferences, meetings, and industry events.• Developing quotes and proposals for clients.• Developing goals for the development team and business growth and ensuring they are met.• Breaking down the marketing budget/ targets into performance targets for the individual portfolio managers, track and report on the performance.• Training personnel and helping team members develop their skills.• Senior Portfolio Manager, managing the portfolio managers, overseeing their activities and performance.• Relationship Manager of the company's corporate clients.• Building and managing relationships with key partners such as banks and other corporate clients.

• Adhere to the “Sales High 5” standards embodying but not limited to; attending to Business customer queries, complaints and referrals in set timelines.• Customer retention through a comprehensive on-boarding and relationship management process.• Conduction of needs analyses for business customers within the portfolio, matching them with appropriate banking solution.• Open business customer accounts within agreed time lines and in accordance with set procedures maintaining all records in the portfolio in accordance to set controls.• Handle loan processing including but not limited to preparing loan applications, capturing loans on CRB and generating reports; scanning, uploading and monitoring loan applications on the trackers.• Enlighten customers regarding the parameters and routine procedures governing commercial products, solutions and service offerings.• Contribute to the achievement of sales targets by constantly monitoring the status of existing accounts, analyzing existing customer data to identify business opportunities for additional facilities and/or solutions.• Cross-sell banking products to customers within the portfolio.• Adhere to the KYC policies and guidelines for both account opening and loan origination documentation, checking for completeness and authenticity of loan documents for executive customers.• Address audit/risk issues raised by auditors within the portfolio by agreed timelines and as per laid down procedure, ensuring adherence to operational and credit risk management controls, policies and procedures.

• Adhere to the “Sales High 5” standards embodying but not limited to; attending to Business customer queries, complaints and referrals in set timelines.• Customer retention through a comprehensive on-boarding and relationship management process.• Conduction of needs analyses for business customers within the portfolio, matching them with appropriate banking solution.• Open business customer accounts within agreed time lines and in accordance with set procedures maintaining all records in the portfolio in accordance to set controls.• Handle loan processing including but not limited to preparing loan applications, capturing loans on CRB and generating reports; scanning, uploading and monitoring loan applications on the trackers.• Enlighten customers regarding the parameters and routine procedures governing commercial products, solutions and service offerings.• Contribute to the achievement of sales targets by constantly monitoring the status of existing accounts, analyzing existing customer data to identify business opportunities for additional facilities and/or solutions.• Cross-sell banking products to customers within the portfolio.• Adhere to the KYC policies and guidelines for both account opening and loan origination documentation, checking for completeness and authenticity of loan documents for executive customers.• Address audit/risk issues raised by auditors within the portfolio by agreed timelines and as per laid down procedure, ensuring adherence to operational and credit risk management controls, policies and procedures.

• Daily and weekly reporting on the different Operations units’ productivity.• Coordinating and consolidating Operations submissions for the various meetings and reports.• Generating a good understanding of the Operations business and communicating effectively at senior management levels of engagement.• Activity scheduling for the Head Operations and Senior Management; this included travel, accommodation, entertainment, reconciliations and workshops.• Calendar management for the Head Operations.• Co-ordination of all activities/functions planned by the Head Operations.• Tracking and following up on action items for the Head Operations with relevant stakeholders.• Operations Petty Cash Management, reconciliation and reporting.• Minute taking for all Head Operations and Senior Management meetings as well as weekly tracking of action items.• Maintenance and monitoring of the department’s scorecards and KRIs.• Impact analysis and tracking of IT issues; monitoring of IT issues log (Daily/Weekly/Monthly as per reporting timetable.• Support staff to ensure that there is a highly motivated work force/staff engagement index.• Tracking and reporting on the department’s training, development and leave management.

• Lease Management for various stakeholders; preparing payment schedules, advising and preparing for the renewal of lease agreements.• Site visits to the different bank premises ensuring timely resolution of the various queries.• Ensuring that the bank complies with the necessary rules and regulations• Carrying out market surveys for compilation of the Year’s Price List.• Following up with the concerned stakeholders on insurance related issues.• Reconciliation and handling of various fleet related issues such as cab invoices.

• Suspense/House Accounts Reconciliations on a daily, escalating all exceptions as per the escalation matrix.• Calling the day’s work to ensure total response to all the queries raised.• Identifying and defining operational performance metrics geared towards meeting the country objectives.• Collaborating with other areas to ensure that best practices and a standard approach is followed.• Providing accurate and timeous MIS as per the matrix agreed to enable informed decision-making.• Ensuring effective, efficient and optimal utilization of all resources (human and capital) to be responsive to business strategies.• Facilitating a performance management and career development culture through mentoring and motivation in regular team and one-on-one meetings to ensure optimal performance.• Ensuring that resources are skilled across the different processes to enable cross product and cross function workload balancing.• Developing and implementing initiatives to reduce costs and ensure that budgets for the unit area are met.• Ensuring that throughput is maximized throughout the unit by implementing recommended changes.• Identifying, assessing and mitigating the risks facing both systems and business processes thereby providing effective loss and risk management, thus then minimizing the operational risks.• Liaising with business stakeholders in ensuring that regulatory, group policy standards and minimum operating procedures are observed to minimize the Banks’s exposure to risk.• Identifying appropriate formal and occupational (informal) training needs and courses to develop oneself.

• To provide financial management services to the clients in my portfolio.• To ensure proper accounting systems are instituted and followed by my client portfolio.• To ensure accurate and timely filing of clients’ tax returns thereby avoiding unnecessary penalties.• To carry out audits; annual, quarterly and others as seen fit.• To provide financial feasibility studies for the clients.

• Carry out accurate bank account reconciliations.• Coordinate activities between the College and Junior school.• Receiving students on the first day of school.• General office management, with emphasis on the accounts office.• I was actively involved in the reconciliation of the petty cash book and bank account for the duration of my stay at the institution.• I enforced the use of proper double entry accounting systems and policies at the institution.

• Ensured that vehicles of the firm are in good condition through strict monitoring.• Ensured safety of office equipment and the entire premise• Managed petty cash.• I oversaw the office reception. I received all incoming visitors at the office premises.• I received all incoming and outgoing telephone calls to the office premises.• I managed Program files by maintaining a proper filing system. I ensured that Program files were up-to-date, highly organized with a clear filing structure. Important Program documents were kept under safe custody.• I oversaw all Program documents and correspondence.• I maintained and updated the Office address.• I maintained an address book with contacts of all staff, clients, and partner institutions of Program office.• I ensured a well-organized and smooth running of the office. I made sure that both interior and exterior facilities of the office are tidy. I prepared a weekly schedule for follow up with staff on activities to be done. I set up Standard Operating procedures on use of Office facilities. I also made sure that all program activities for the day run smoothly.