Ruth Nyaga Email and Phone Number

Duties & Responsibilities• Processes - Consistency in adherence to and application of established policies, processes, and tools to achieve optimal efficiency, compliance, and cost containment.• Risk Management - Minimization of exposures to and impact of risks associated with client portfolio in line with Bank credit policies, BOU regulatory requirements, KYC and AML policies.• Customer Acquisition - Drive profitable revenue and volume growth from a portfolio of HNW customers with… Show more Duties & Responsibilities• Processes - Consistency in adherence to and application of established policies, processes, and tools to achieve optimal efficiency, compliance, and cost containment.• Risk Management - Minimization of exposures to and impact of risks associated with client portfolio in line with Bank credit policies, BOU regulatory requirements, KYC and AML policies.• Customer Acquisition - Drive profitable revenue and volume growth from a portfolio of HNW customers with a focus on new acquisitions, deepening of existing customer relationships. • Product Knowledge - Cross selling of products thereby increasing market and customer share of wallet within the organization.• Customer focus - Achieve agreed sales targets for new accounts, assets and liabilities by establishing/recruiting new banking relationships, managing and growing existing banking relationships with the high-net-worth individuals who include senior management of different corporate companies, local political figures and well-known businesspeople.• Customer Analysis - Conduct a detailed needs analysis for all existing and potential customers to determine their financial planning needs through proactive calling and customer visits program, and compile reports including names of customers called, meetings held, and cross sell opportunities identified and followed through for closure to determine personal sales progress against agreed targets.• Team Collaboration - Working with Branch Managers, manage and execute innovative micro – marketing plans in the Branch or Centre. • Compliance - Manage customer requests and transactions in compliance to KCB operational guidelines and procedures with zero tolerance to operational risk and frauds. Show less

Duties & Responsibilities• Identifying both positive and negative customer experiences and advising accordingly.• Assisting in strategies to increase customer loyalty and retention.• Ensure compliance to the IRA policies, procedures, and regulatory requirements.• Prepare and submit weekly, monthly, and quarterly administration and business performance reports.• Underwriting and risk analyzing of all business brought by brokers and agents.• Processing of all claims… Show more Duties & Responsibilities• Identifying both positive and negative customer experiences and advising accordingly.• Assisting in strategies to increase customer loyalty and retention.• Ensure compliance to the IRA policies, procedures, and regulatory requirements.• Prepare and submit weekly, monthly, and quarterly administration and business performance reports.• Underwriting and risk analyzing of all business brought by brokers and agents.• Processing of all claims arising from the business placed.• Submit daily arrears report to the branch manager.• Submit report of all accounts, during the prior week to the Branch Manager every Monday• Compile and submit end of month production reports- revenue returns, income, and expenditure statements.• Ensure timely submission of quality credit proposals in conformity with the Credit Policy guidelines and requirements.• Ensure timely preparation of relevant reports and daily monitoring of accounts to ensure facilities have accurate interest rates, are within the approved limits, and taking remedial actions in line with policy.Achievements• Using product feedback from customers to improve existing products. Show less