Mick Muriuki Email & Phone Number

Nairobi County, Kenya

EXANTE is a wealthtech company that provides centralised trading solutions and B2B financial infrastructure that helps create value through technology.Our proprietary trading platform enables direct market access to a wide range of financial instruments including stocks, ETFs, bonds, futures, options from a single multi-currency account. Our White Label is a multi-asset, customisable turnkey solution for licensed financial institutions to launch new business opportunities within a month. EXANTE provide direct market access to 600,000+ assets in 50+ global venues, giving clients the ability to effectively manage their portfolios. With a DMA solution, you can place orders directly on the exchange and always have them executed at the best possible price. You see the big picture of market prices and make data-driven decisions.With over 500 employees, EXANTE’s presence extends across 15 locations, including the UK, the Netherlands, Cyprus, Malta, Switzerland and Hong Kong.

Nairobi, Kenya

Develop a knowledge of the client’s entire financial situation and structure a goals-based investment and financial plan.Develop and deliver private wealth education presentations and sessions to clients and prospects.Develop relationships with management teams of institutions, as well as cultivate relationships with key industry players in listed and non-listed spaceCollaborates with the Investment Management and Enablement Teams regarding investment strategy and client portfolio structure.Provide market feedback to facilitate the development of new and enhancement of existing products that meet client needs. Provide product recommendationsMaintain a deal pipeline and continuously update on progressParticipate in training IFAs on Nabo productsDrive business results and acquire new assets under management through selling financial products to the existing client base and new client acquisition.Provide market feedback to facilitate the development of new products and enhancement of existing products

Nairobi

Network and generate leads and opportunities to sell the firm’s Unit Trust Products.Proactively identify, establish contact & reach new clients.Keep clients appraised of product and service enhancements, including changes in investment options.Assess and understand the clients overall financial position and based on their needs develop a suitable investment plan.Achieve set targets within the allocated timelines.Look after the customer relationship in pre sales and to post sales to ensure a world class customer experience.Conduct client investment awareness to existing, new and future clients.Preparation of daily, weekly, monthly sales reports and any other reports that might be required by the Management.Comply with all industry rules and regulations.Come up with activation activities for lead generation.Provide innovative new ideas for marketing and brand awareness.

Karen

Seek select, recruit and advice prospective clients on the company’s financial products.Advise clients on how to minimize risksProvide excellent service to new and existing clients through regular updates and fast and efficient response to quiresWrite reports, records insurance policies and provide daily activity reports to the Sales ManagerAttend weekly team meetings and regular product and customer service training.Review clients’ accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.

Meru

Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.Managing and updating client portfolios.Contacting clients regularly to discover changes in their financial status.

Cisi Level 1, Investments And Securities, Pass

A broad introduction to the financial services sector, with a specific focus on investments from a global perspective. The qualification.

Cisi 2, Regulations And Market Practice., Pass

The certification provides a general understanding of the rules and regulations that apply in the Kenyan capital markets. Provides.

Business Information Technology, Business I.T

Activities and Societies: Captain of the university soccer team up to to super league level.

Cysec Advanced Course, Pass