David Mutisya Email & Phone Number

Nairobi County, Kenya

Nairobi, Kenya

• Preparation of departmental budgets, marketing plan, strategies on a yearly basis while monitoring and reviewing / adjusting them.• Client acquisition , management and maintenance.• Marketing • Preparation for the client meetings, breakfast meetings, client training's, roadshows and other events.• Establishing, implementing ad improving in company process ad procedures • Preparation of client pitches, tenders and presentations• Drafting and releasing client communications• Mentoring, coaching, training, developing and supervising other staff members of the company • Monitoring client portfolios to ensure that they are achieving their objectives, such as generating income or growing assets • Reviewing new investment products and services offered by companies in order to recommend those that may be suitable for clients • Providing clients with regular updates about their investments including performance reports and changes to their portfolios • Recommending changes to client portfolios based on new information about market conditions or potential gains from making adjustments • Developing strategic investment plans for clients based on their risk tolerance and time horizon for their investments• Reviewing performance reports from fund managers to ensure compliance with company standards for performance • Monitor portfolio performance and make adjustments as needed to optimize returns• Conduct research and analysis to identify investment opportunities and evaluate potential risks • Maintain up-to-date knowledge of market trends, economic indicators, and investment products • Communicate regularly with clients to provide portfolio updates, address concerns, and discuss investment strategy adjustments • Collaborate with other financial professionals to provide comprehensive financial planning services • Ensure compliance with industry regulations and company policies

Nairobi

STANLIB is a company in the financial services industry. They are specialist investment managers• Pitching to regional clients in Kenya,Uganda and Tanzania.• Research the market to identify new business opportunities in Kenya, Uganda and Tanzania.• Preparation of Technical and Financial proposals for RFP, EOI and specific client requests• Explain to prospective clients about the advantages of the products or customer service offered and follow up with them in order to close the business deals.• Respond to the client queries regarding the products in a timely fashion.• Develop business proposals for new and existing customers.• Develop creative strategies to retain the clients including interviewing them to take their feedback and incorporate it into the growth plan.• Prepare the annual marketing budget and track the expenses against the budget.• Supervise junior sales staff and independent financial advisors• Develop in-depth knowledge about business development practices, marketing activities, prospective clients, and industry trends.• Maintain a knowledge repository of clients, referrals, RFPs, prospects and presentations.• Develop strong customer relationships in order to generate high volume of prospective clients.• Manage customer calls and appointments effectively for new opportunities.• Participate in industry forums, client discussions, and conferences as a representative of the organization.• Determine cross-selling opportunities among different offices.• Supervise the client relationship management database and utilize it to manage customer contacts and mailing lists.• Train and guide the marketing and business development associates.

Lamu, Mombasa

Roles fulfilled included;• Reporting to CEO and Board of Management• Preparing Financial Reports, Income and Expenditure Report.• Preparation of a Financial Manual and its implementation• Setting up of Point of Sale system • Budgeting and Forecasting• Bank Reconciliation• Auditing all transactions• Trouble shooting and maintenance of the Point of sale system.• Handling all tax issuesNotable achievements include;• Growth planning and managing processes within budget to deliver a 35% roll back in operational costs.• Increased profitability by 45%.• Business valuation and strategic advisory for Internal Operations

Lamu

An NGO that deals with helping children by providing food, clothing, shelter, medical care and educational assistance.Role :• Reporting to the Chief Executive officer and board of management • Preparing monthly and yearly financial statements• Processing of payroll and statutory deductions• Bank reconciliation• Budgeting for projects • Processing cash and check payments• Petty cash management and reconciliation• Preparation of grant proposals• Preparing procurement plans and strategies• Purchasing and issuing of supplies• Preparation, processing and paying of travelling allowances • Store management• Using a management information system• Liaising with donors in regards to information about the projects • Filing managementNotable achievements;• Increased donor funding by 25%• Reducing expenses by 30% of the organization• Increased donor confidence by better accountability of the funds.• Managed 3 medical camps for the locals run by the home successfully.

Nairobi

Role:• Receiving of clients at the office• Liaising with clients in regards to the various queries• Doing follow up emails with regard to their various queries• Receiving and making calls to all clients• Preparing Financial vouchers• Examining & processing of payments• Bank Reconciliation• Balancing Suspense Accounts• Using Oracle to Account for Transactions• Preparing Foreign missions Expenditure Reports• Authority To incur Expenditure Raising and processing• Budgeting and Reallocation of funds• Preparation of Midterm Expenditure Review Report• Store management• Raising, processing and payment of Local Purchase Order and Local Service Order