Mary Wanjiru Email and Phone Number
Experienced Direct Sales Representative with a demonstrated history of working in the banking industry. Skilled in Microsoft Word, Management, Leadership, Microsoft Excel, and Research. Strong sales professional with a CERTIFIED PUBLIC ACCOUNTANTS focused in Accounting from ADEPT COLLEGE.
Upfield Group
View- Website:
- upfieldgroup.com
- Employees:
- 5
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Accounts AssistantJoe Intellectual Services Jan 2021 - PresentMolo
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Brand AmbassadorUpfield Group May 2019 - PresentKenya -
Direct Sales RepresentativeNational Bank Of Kenya Feb 2018 - Feb 2019Molo-Customer care and enquiry services.-Help customers and achieve their short term and long term financial goals.-Front office services.-Deliver set sales targets in assets and liabilities.-Provide sales target.-Seeks customer feedback on bank products.-Provide excellent customer service
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Finance AdministratorJoan Boutique Aug 2017 - Jan 2018Molo-Marketing clothes to clients.-Preparing financial analysis monthly.-Stock counting of clothes.
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Finacial AdvisorUap Old Mutual Group Aug 2016 - Jul 2017Advise clients on financial plans utilizing knowledge.of tax,investment strategies on securities,insurance and pension plans.Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.Answer clients' questions about the purposes and details of financial plans and strategies.Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages.Contact clients periodically to determine if there have been changes in their financial status.Contact clients' creditors to arrange for payment adjustments so that payments are feasible for clients and agreeable to creditors.Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the financial advisor.Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. -
TutorNairobi Aviation College May 2015 - Jul 2016-Giving tutorial classes.-Involved in guiding and counseling.-Setting and marking exams.-Prepared lecture notes.-Evaluated the outcome of individual learning through formal assessment and informal assessment.-Ensured the subject course outline is sufficiently covered.-Participated in the development,administration and marking of exams and other assessment.
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InternNational Hospital Insurance Fund - Kenya Jan 2015 - Feb 2015NakuruRegistration of new member
Mary Wanjiru Education Details
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Adept CollegePart 3 -
Second Class Upper Division -
Elburgon Secondary SchoolB-
Frequently Asked Questions about Mary Wanjiru
What company does Mary Wanjiru work for?
Mary Wanjiru works for Upfield Group
What is Mary Wanjiru's role at the current company?
Mary Wanjiru's current role is Finance Administrator at JOAN BOUTIQUE.
What schools did Mary Wanjiru attend?
Mary Wanjiru attended Adept College, Egerton University, Elburgon Secondary School.
Who are Mary Wanjiru's colleagues?
Mary Wanjiru's colleagues are Nelly Kinyanjui, Adoria Jones, Chad Ward, Matthew Schaeffer, Mst, Tyler Ward.
Not the Mary Wanjiru you were looking for?
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Mary Wanjiku
Finance Specialist | Accounts Receivable, Payables, & Financial Reporting Expert | Enhancing Cash Flow, Accuracy, & Compliance | Skilled In Quickbooks, Sap, Strategic Financial Analysis |Driving Operational EfficiencyNairobi County, Kenya -
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