Absa Asset Management Limited-Business Development Officer

Secondment at Absa Asset Management Ltd , working with the Business Development team

Responsible for providing unraveled,financial solutions to Premier Clients, who are the top tier clients of Absa bank.

Satisfy client ongoing financial planning needs identified and solutions provided through the sale of appropriate productsManage portfolio , making proactive contact on a regular basis and meeting clients at their convenience Build effective ecosystem with other departments within the bank Generate referred business by encouraging existing clients to make recommendationsAdhere to standards, legal and regulatory , in accordance with Barclays Premier guidelines and… Show more Satisfy client ongoing financial planning needs identified and solutions provided through the sale of appropriate productsManage portfolio , making proactive contact on a regular basis and meeting clients at their convenience Build effective ecosystem with other departments within the bank Generate referred business by encouraging existing clients to make recommendationsAdhere to standards, legal and regulatory , in accordance with Barclays Premier guidelines and Head Office instructions Show less

• Identified and exploited solution driven cross selling opportunities that align the bank products with the customer needs. This involves account opening and onboarding of customers on internet banking and mobile banking platforms• Built relationships with various departments to ensure quick resolution of customer complaints or queries• Logged and resolved any customer service requests and ensure that the request are completed within the acceptable timelines• Maintained a database… Show more • Identified and exploited solution driven cross selling opportunities that align the bank products with the customer needs. This involves account opening and onboarding of customers on internet banking and mobile banking platforms• Built relationships with various departments to ensure quick resolution of customer complaints or queries• Logged and resolved any customer service requests and ensure that the request are completed within the acceptable timelines• Maintained a database for customer information Show less

• Identified and exploited solution driven cross selling opportunities that were aligned the bank products with the customer needs. This involves account opening and onboarding of customers on internet banking and mobile banking• Championed various customer service initiatives to enhance customer experience and promoted branch performance in sales as a result of referrals from existing customers• I processed and complete applications for various products and track the cases with various… Show more • Identified and exploited solution driven cross selling opportunities that were aligned the bank products with the customer needs. This involves account opening and onboarding of customers on internet banking and mobile banking• Championed various customer service initiatives to enhance customer experience and promoted branch performance in sales as a result of referrals from existing customers• I processed and complete applications for various products and track the cases with various departments to ensure the applications are successfully completed• Received and processed local and international remittances• Handle customer queries regarding bank products and services As a customer service champion, I share the best practice Show less

Personal Banker;• Educated customers on bank products and handle customers’ routine enquiries regarding interest rates, exchange rates and standard tariffs and recruiting new business club members• Sold bank products including Barclaycards, loans and fixed deposit accounts and processing customers’ loans, new accounts and advising them on various bank charges. Enquiries:• As an enquiries clerk, I dealt with general customer account queries including inter account transfers… Show more Personal Banker;• Educated customers on bank products and handle customers’ routine enquiries regarding interest rates, exchange rates and standard tariffs and recruiting new business club members• Sold bank products including Barclaycards, loans and fixed deposit accounts and processing customers’ loans, new accounts and advising them on various bank charges. Enquiries:• As an enquiries clerk, I dealt with general customer account queries including inter account transfers and order for statements and mini statements.• Received and issued cheque books and cards and solved customer queries within the service level agreement.Banking Hall Executive: • Managed the banking hall including managing of queues and writing opinion letters to customers and responding to customer complaints or compliments.Foreign exchange Cashier:• As a foreign exchange cashier, I received and processed customer requests for bankers’ cheques and international drafts.• Carried out daily reconciliation of controlled stationery like drafts, inter-Kenya and bankers cheques for the branch.Achievements; Appointed Community Champion for the Branch because of my active participation in community work and this position involves liaising with the Corporate Affairs office in implementation of the Corporate Social Investment initiatives while still carrying out my duties as a Customer Advisor. Show less

Responsibility for information management and dissemination to internal and external stakeholders• Coordinated the development of regular donor reports for the Professional Development Centre and the AKU-IED, EA for donors like USAID, CIDA & AKF.• Developed and updated the Project Management Information System (databases) and generated various reports that were used for decision making.• Developed an information and communication strategy for various stakeholders of the… Show more Responsibility for information management and dissemination to internal and external stakeholders• Coordinated the development of regular donor reports for the Professional Development Centre and the AKU-IED, EA for donors like USAID, CIDA & AKF.• Developed and updated the Project Management Information System (databases) and generated various reports that were used for decision making.• Developed an information and communication strategy for various stakeholders of the University.• Designed and developed the first University Website/ Intranet.• Produced and edited the bi-weekly University newsletter “Sambaza”.• Established and managed the Aga Khan University-IED, EA Library.• Researched and participated in project monitoring and evaluation initiatives.• Organized and co-facilitated various stakeholders’ workshops.Achievements: Designed, developed and regularly updated the first AKU-IED, EA website/Intranet  Developed and managed project management information systems(databases)  Appointed; Acting Senior Assistant Librarian for the University in the absence of a Librarian  Produced and edited ‘Sambaza’ and ‘PDC bulletin’ newslettersThe experience enhanced my skills and knowledge in information management, computer design skills and management skills. Show less

successfully completed my Post Graduated Certificate in NGO Leadership programme (collaboration between Aga Khan Foundation and University of Witwatersrand in South Africa).Responsibilities included;• Financial tracking of donor funds. Collected and analyzed information and prepared periodic reports on donor funding• Represented Aga Khan Foundation (Tanzania) in various local and international forums and conferences• Researched and compiled case studies for monitoring… Show more successfully completed my Post Graduated Certificate in NGO Leadership programme (collaboration between Aga Khan Foundation and University of Witwatersrand in South Africa).Responsibilities included;• Financial tracking of donor funds. Collected and analyzed information and prepared periodic reports on donor funding• Represented Aga Khan Foundation (Tanzania) in various local and international forums and conferences• Researched and compiled case studies for monitoring project activities• Created computer databases for management of office records• Designed and developed the first newsletter for Kenya School Improvement Project ( a project of the Aga Khan Foundation)• Developed a Logical Framework (LFA) to increase diversity at Kenya School Improvement Project (KENSIP). This plan was successfully adapted and implemented by the project.Achievements: Researched and compiled three case studies for monitoring of the Professional Development Centres’ alumni in East Africa Designed and developed a Logical Framework Analysis (LFA) for increasing diversity at the project which was successfully adapted and implemented and made the building accessible to physically challenged peopleThe experience greatly enhanced my networking skills Show less

This is a US refugee resettlement programme which carries out pre-INS interviews for individuals and families.• Successfully conducted personal interviews with applicants in order to obtain biographic information to complete forms required for individuals by Joint Voluntary Agency and the International Naturalization Services (INS).• Accurately updated the databases with information gathered from the interviews.• Worked closely with other team members and was appointed a Warden in… Show more This is a US refugee resettlement programme which carries out pre-INS interviews for individuals and families.• Successfully conducted personal interviews with applicants in order to obtain biographic information to complete forms required for individuals by Joint Voluntary Agency and the International Naturalization Services (INS).• Accurately updated the databases with information gathered from the interviews.• Worked closely with other team members and was appointed a Warden in charge of a group of Caseworkers and Caseworker Assistants. Achievements:▪ Successfully interviewed applicants to this program as per the requirements of the organization (INS)▪ Awarded the position of a Group Warden, in charge of a group of Caseworkers and Caseworkers Assistants. This experience enhanced my interviewing, interaction and group leadership skills. Show less