As a Retail Investment Advisor, I developed and delivered Wealth Management mobile money payment platforms to help mitigate delayed top-ups by clients transacting via MPESA. I delivered the value of responsiveness by promptly and professionally handling client queries on wealth management and other investment instruments.Remit: • Led the Wealth Management team as a risk champion, successfully identifying and mitigating diverse emerging risks, improving risk management practices and… Show more As a Retail Investment Advisor, I developed and delivered Wealth Management mobile money payment platforms to help mitigate delayed top-ups by clients transacting via MPESA. I delivered the value of responsiveness by promptly and professionally handling client queries on wealth management and other investment instruments.Remit: • Led the Wealth Management team as a risk champion, successfully identifying and mitigating diverse emerging risks, improving risk management practices and ensuring alignment with the bank’s risk management framework. • Increased risk accountability across all staff levels, playing a key role in designing a new risk culture for NCBA Group, representing the Investment Bank and contributing to developing a holistic risk ownership approach. • Represented the Investment Bank on the NCBA Group’s new website development project, ensuring seamless integration of investment services and products, which enhanced customer engagement. • Drove a targeted customer awareness and marketing strategy, influencing potential and existing customers to make informed investment decisions, significantly increasing the bank’s financial product uptake and boosting revenue growth. • Delivered high-quality service, adhering to the bank’s standards and escalating unresolved issues promptly through established platforms for issue resolution rate and maintaining excellent customer satisfaction. Show less

Serving as the Branch Operations Assistant, I worked efficiently to facilitate the achievement of challenging targets by ensuring all sales opportunities were fully explored and utilised. Through targeted customer awareness and marketing, informing potential & existing customers’ investment decisions by convincingly influencing their purchase of the bank's financial products and services. Remit: • Consistently exceeding customer expectations for service delivery by responding… Show more Serving as the Branch Operations Assistant, I worked efficiently to facilitate the achievement of challenging targets by ensuring all sales opportunities were fully explored and utilised. Through targeted customer awareness and marketing, informing potential & existing customers’ investment decisions by convincingly influencing their purchase of the bank's financial products and services. Remit: • Consistently exceeding customer expectations for service delivery by responding promptly and professionally to inquiries about the bank’s products and services • Maintained high-quality service provision in line with the Banks standards, escalated unresolved issues appropriately to provided platforms • Recognised as the branch champion in the implementation of new systems after the merger of CBA and NIC • Performing daily reconciliations of cash and customer operating tools • Maintaining the least possible turnaround time during the provision of customer service • Processing only duly authorized transactions as per set guidelines and exceptional approvals as per advised discretionary limits • Receiving, vetting and forwarding application forms for various bank services and products • Ensuring all payments received from customers are accurately posted on the bank's systems • Guaranteeing maximum customer satisfaction at all times within the banking halls, on written communication, and over the telephone • Setting up and processing new bank accounts in line with set procedures and guidelines • Creating and maintaining contact with customers to seek clarification on instructions received to avoid complaints • Carrying out AML checks and escalating noted exceptions to the relevant authorities • Handling internal and external customer transactions and general inquiries Show less

• Performing daily reconciliations of cash and customer operating tools• Maintaining the least possible turnaround time during the provision of customer service• Processing only duly authorized transactions as per set guidelines and exceptional approvals as per advised discretionary limits• Receiving, vetting and forwarding application forms for various bank services and products• Ensuring all payments received from customers are accurately posted on the bank's systems•… Show more • Performing daily reconciliations of cash and customer operating tools• Maintaining the least possible turnaround time during the provision of customer service• Processing only duly authorized transactions as per set guidelines and exceptional approvals as per advised discretionary limits• Receiving, vetting and forwarding application forms for various bank services and products• Ensuring all payments received from customers are accurately posted on the bank's systems• Guaranteeing maximum customer satisfaction at all times.• Carrying out AML checks and escalating noted exceptions to the relevant authorities• Handling internal and external customer transactions and general inquiries Show less

In this position, I gained invaluable experience in the field of real estate, primarily conducting Market Research and Deal Sourcing for the company.

As an Intern, I posted medical accident invoices and raised receipts for tenders and noncommercial clients. I also posted and cleared payment vouchers for reimbursements in different regions and raised payment vouchers for funding and investment in different banks.