Joyce Gathitu Email & Phone Number

Nairobi County, Kenya

Identify new business and onboard corporate clients to mobilize AUM.Managing Institutional clients.Presenting investment portfolio pitches to clients while providing financial advice.

Nairobi County, Kenya

• Marketing the banks’ products among the niche market with a special focus on business people, individuals and corporate accounts. • Marketing asset finance in all car yards around Nairobi and working hand in hand with the sales representatives both at the yards and showrooms to maximize on car financing. • Ensure that targets are met across the score card i.e. business accounts, loans, banc assurance, trade finance, deposits and asset finance. • Participate in product campaigns to ensure product information is readily available to the customers. • Attending to customer requests and inquiries as they arise and timely response for the same to ensure retention and loyalty.• Manage lending and deposit relationships with business customers.• Holding direct meetings to develop new business opportunities.• Conducting calls from my pipeline to schedule visits to get business leads.• Engaging customers regularly to ensure constant conversations are held and solutions provided to their banking needs.• Ensuring that daily reports are done to report on activities done and performance that has been achieved.• Daily provision of business acquisition reports. • Following security and safeguarding procedures and apply appropriate due diligence in accordance with the bank policies

Westlands Nairobi, Kenya

• Providing advice to clients on their investments and financial services offered to them.• Marketing the banks' retail products among the niche market with a special focus on medium income and salaried individuals.• Recruiting new members to the organization and ensuring that all documents comply with the Bank requirements.• Meeting and exceeding sales targets (new customers, assets, liabilities, and other product volumes).• Monitoring customer accounts daily such as movement in customer accounts, ensuring loan repayments and making customer usage of bank channels are optimal at all times.• Attending to customer requests and inquiries as they arise and timely response for the same.• Monitoring and tracking covenants mentioned in the facilities approval for compliance by the customers.• Following up and obtaining security documents and other particulars stipulated in the sanction to facilitate the perfection of securities for approved facilities.• Ensuring salary domiciliation of all customers with credit facilities.• Engaging customers regularly to ensure constant conversations are held and solutions provided to their banking needs.• Visiting existing clients and new potential clients.• Ensuring a smooth relationship between the customers and the bank.

• Ensured implementation and strict adherence the Sacco’s customer care policy and service delivery standards as set out in the charter.• Recruited new members to the organization ensuring that all documents comply with the SACCOs requirements.• Kept record of customer interactions, transactions, comments, and complaints and making necessary follow-ups to ensure resolution to the customer’s satisfaction.• Provided accurate, detailed, and timely responses as well as front-line assistance to all customer requests using official communication.• Ensured proactive and regularly contacted members to determine service needs.• Promoted our products through the internet to connect with our potential customers as a marketing channel this includes our website, Facebook, Twitter, and Instagram.• Carried out field marketing to create awareness of Sacco's products.• Guided the creation and development of membership marketing materials like letters brochures and newsletters, banners, among others.• Organized events and activities within and outside the organization to advertise and promote campaigns.• Arranged meetings and conferences with my clients who require more education about the SACCOS products and did presentations for the clients.• Increased sales performance by increasing recruitment, activating dormant accounts and reducing retention.• Prepared detailed reports by collecting and analyzing all feedback received from customers and advising on areas that require implementation.• Carried out regular customer satisfaction surveys to establish customer needs and requirements.• Knew Sacco’s products to be able to market them and recruit new clients into the organization.• Ensured set targets are met and exceeded, member registration, activating accounts, and member visits.