Duties undertaken include:- Scheduling meetings with clients to discuss their financial needs and goals.- Collecting client information to provide options that align with clients' financial situations.- Advising clients on how to apply for mortgages and loans.- Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.- Suggesting viable solutions to improve clients' financial statuses.- Developing in-depth knowledge of our financial products to advise clients accordingly.

Some of the roles during this time include:▪Identifying boundaries for the Enumeration Areas(EAs), locating all structures and visiting everyhousehold to list all the usual members in the EAassigned to them before the enumeration exercise;▪Ensuring that all the necessary equipment/materialsto be used for enumeration are available to thembefore the exercise commences;▪Administering all questions and recording responseson all persons who will have spent the night of24th/25th August 2019 in each of the households inthe assigned Enumeration Area.▪Obtaining complete and accurate answers andcapturing them correctly during the enumerationexercise;▪Forwarding all equipment and questionnaires (usedand unused), maps, notebooks, and any othermaterials as directed to the Content Supervisor afterthe enumeration exercise;▪Undertaking any other duties as may be assigned bythe CSO

▪Received client's queries and responded to themaccordingly▪Escalate customer queries to permits officers andsupervisor where necessary▪ Worked together with IT to ensure Permits/licensesfor stalls applied through the Uasin Gishu Countyportal are processed timely in line agreed standardsand meets customer expectations▪ Regularly provided reports and statistics onpermits/licenses▪ Undertook such other duties as reasonably requiredby the supervisor