Julian Muga Email & Phone Number

Nairobi, Kenya

Key Contributions & Results:• Providing business advisory in the financial sector (MSME and Retail customers).• Guiding and overseeing Bernard Frank team in all customer terms of reference/proposals following customer requirements, while meeting deadlines.• Assisting clients to improve business processes and administration to ensure economic growth and stability.• Developing strategic plans for day-to-day financial operations for the firm.• Compiling and designing internal controls and policies.• Identifying improvement changes regarding key processes for internal controls and accounting procedures.• Identifying audit risks, preparing budgets, and coordinating with management and the audit team in preparing related reports.

Nairobi, Kenya

Provision of estate management for Muringa Court.Key Contributions & Results: • Chairing and coming up with initiatives that improve Muringa court.• Led the revision of court bylaws and security guidelines adoption in June 2022.• Spearheaded solar project procurement and installation for the court.

Mombasa, Kenya

Appointed by Mombasa County Governor H. E Hassan Ali Joho EGH.Key Contributions & Results:• Support to cover critical components; - Food relief supplies, medical services, and equipment support water supply and distribution (as per the proposed plans and budget provided by the County Government);• Drove a nationwide campaign in mobilization of funds via social media in partnership with the County and Governor's office. We managed to raise over Ksh 45 Million within two weeks. Funds deposited with my bank Absa for ease of monitoring.• Prudent management and utilization of resources of the Emergency Relief Fund through a daily update to the committee on fundraising and utilization.• In May of 2020 using my negotiation skills advised the Absa Managing Director and he was able to approve a donation to Mombasa County specifically through an official presentation of 50,000 3 Ply surgical masks and 2,000 KN95 masks which were distributed amongst health workers and community volunteers who are on the front line in the fight against Covid- 19.

Coast Region

Key Contributions & Results:• Business management and growth of Retail and Business Segments within the Coast region from 2015 to 2020.• Formulation and Implementation of Region business development strategies to region 200 staff members on strategic changes and ensuring that any target changes are agreed upon and implemented.• Customer Service Management: through the implementation of region strategy Cluster emerged and maintained a top position on the Net Promoter Score target of 50 as per the bank's NPS parameters. • Sales management through Branch Managers, Business Relationship Managers, and Credit teams including leading Direct Sales teams. In 2020 grew income of Ksh 74 million from 2019 Ksh 18.6 million which is equivalent to net growth of Ksh 55Mn, YOY 285% growth. These key parameters ensured our sales performance as a cluster was above 102% by end of 2020.• Achieved regional sales objectives by coordinating the sales team, developing successful strategies, and servicing accounts to strengthen business relationships.• Led change and transformation across business areas to deliver benefits and align company resources.• Identified and pursued valuable business opportunities to generate new company revenue and improve bottom-line profitability.• Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.• Forecasted trends and recommended improvements based on financial risk analyses.• Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes, and coaching employees on company protocol and payroll operations.• Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.• Developed and delivered polished targeted presentations to highlight product and service quality to various audience.

Nairobi, Enterprise Road Branch

Key Contributions & Results:• Carried out credit assessment of mostly business loan applications, liaised with credit operations, and processing to ensure seamless customer service.• Successfully oversaw branch Operations and controls.• Pioneer and Member of the Barclays Women Network Forum.• Complied with established internal controls and policies for the branch.• Solved complex problems for senior leadership to execute on-time and under-budget projects.• Reviewed weekly and monthly budget performance reports ensuring the branch operated within the allocated budget and investigated excessive expenses and reporting discrepancies.• Improved monthly requisitions for accuracy and completeness, reconciled account transactions, and determined RTS (return to sender) status.• Drove the business towards achieving strategic goals by implementing and maintaining robust credit risk systems and processes.• Effectively communicated with the business stakeholders on all risk and branch operations related matters.• Designed, developed, and implemented Retail business programs on change, ensuring that the benefits of such change were embedded into the business-as-usual operations.• Collected, collated, analyzed all data required, and present the information in a format that is useful for management decision-making.• Ensured compliance with local regulatory and Group policies and procedures.• Streamlined processes for early identification of potential system or fraud problems.

Nairobi, Kenya

Key Contributions & Results:• Built and developed a high-performing team of 140 staff members through embedding performance development and coaching. • Ensured that Branch Managers, Branch Operations Managers / Officers, and Area Sales Managers within my area provided regular coaching and feedback to their teams to develop and grow.• Developed and deepened client relationships to cement profitable partnerships.• Evaluated the investment potential of companies with thorough assessments of historical data, operational activities, and future objectives.• Recommended investment strategies to meet client financial objectives.• Provided strategy advice to high-net-worth clients.• Promoted successful investment plans with well-organized and smooth presentations.• Collaborated with account executives to align sales strategies.

Nairobi

• Growing quality business and managing the bank’s asset and liability books.• Overseeing initiatives towards the growth in product penetration and increase in wallet share and running with the business club income and budget for the region.• Growing the asset book for Nairobi and Eastern Kenya portfolio within acceptable credit risk, identifying and clinching possible banking opportunities.• Initiating the development of new products & services and maintaining regular contacts with clients.• Carrying out financial & credit analysis through audited accounts, management accounts, including comprehensive business analysis • Evaluating credit applications and advising the retail credit team,• Conducting detail risk and needs analysis for both existing and new clients to match present products to customer’s needs • Undertaking continuous and periodic reviews of the bank’s lending book in liaison with the monitoring and control team• Discussing and agreeing Performance Development plans and ratings for Business Development Officer, Sales Manager and all Business Customer Advisors• Developing a team player spirit and motivating the team to deliver great results,

Nairobi, Kenya

• Product Delivery Management. Ensuring first class customer service delivery by the customer service executives at all times.• Create healthy competition between Nairobi and Mombasa customer service executives.• Support e-commerce drive both internally and within East and Horn of Africa by improving the setup, measuring and promoting efficiency gains and automation.

Nairobi, Kenya

• Maintain key e-commerce customers. Offer support to ensure alternate channels are fully utilised at all times.• Develop strategies and implement uptake of e-commerce products. Through training customers within East and Horn of Africa by organize e-commerce workshops and presenting to both internal and external customers on its benefits.

Nairobi, Kenya

• Data collection and analysis and sharing with leadership and sales teams of the Shipping Market trends.• Identifying opportunities in the Export and Import sector and informing the sales teams on Maersk Market share and customers to target in order to increase market share in Kenya.

Nairobi, Kenya

• Cargo booking and handling of key customers.• Customers follow up and call back on satisfaction and needs.• Ensuring efficiency in the department.

Masters In International Business Administration, Strategic Management

Activities and Societies: Work Study

Retail Banking I Programme. Certified Retail Banker Qualification., Retail And Business Banking, Pass

Bachelor Of Science In International Business Administration, Finance

O Levels, High School/Secondary Diplomas And Certificates

Activities and Societies: Debate, Drama , Swimming ,