Simon Mbugua
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Simon Mbugua Email & Phone Number

I help Business Owners, Employees and Entrepreneurs achieve prosperity through tailored financial advisory services. Helping them make more with what they have. Book an enquiry session. at GenAfrica Asset Managers, LTD
Location: Nairobi County, Kenya, Kenya 10 work roles 2 schools
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Role
I help Business Owners, Employees and Entrepreneurs achieve prosperity through tailored financial advisory services. Helping them make more with what they have. Book an enquiry session.
Location
Nairobi County, Kenya, Kenya

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Simon Mbugua is listed as I help Business Owners, Employees and Entrepreneurs achieve prosperity through tailored financial advisory services. Helping them make more with what they have. Book an enquiry session. at GenAfrica Asset Managers, LTD, based in Nairobi County, Kenya, Kenya. AeroLeads shows a matched LinkedIn profile for Simon Mbugua.

Simon Mbugua previously worked as Financial Advisor at Genafrica Asset Managers, Ltd and Financial Advisor at Britam. Simon Mbugua holds Proficiency Certificate, Insurance, Credit from College Of Insurance Nairobi.

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GenAfrica Asset Managers, LTD

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About Simon Mbugua

As a Financial Advisor, I offer insurance solutions to address critical financial challenges, ensuring personal and business financial stability, growth, and security. By offering tailored solutions, I have helped clients mitigate risks, secure their future(s), and achieve financial goals and dreams.My Focus:Target Market:Business Owners, Employees, Entrepreneurs, SMEs, MSMEsCore Offerings:Risk Management, Financial Planning, Wealth Growth Strategies.Delivery Vehicle: =>Insurance Solutions:Life Insurance, General & Health Insurance, Pension Plans & Unit-Linked Investments.Key Challenges I Address:1. Financial Instability:

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GenAfrica Asset Managers, LTD
Genafrica Asset Managers, Ltd
I help Business Owners, Employees and Entrepreneurs achieve prosperity through tailored financial advisory services. Helping them make more with what they have. Book an enquiry session.
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10 roles

Simon Mbugua work experience

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Financial Advisor

Current

Nairobi County, Kenya

- To provide Gen Africa's clients and prospects with adequate information and investment options available to them at every stage of their investment decisions.- To participate in member education forums that engage, teach and collect feedback regarding Gen Africa's contribution in the financial industry.- To provide financial wellness and literacy.

Oct 2024 - Present

Financial Advisor

Current

Nairobi County, Kenya

  • Deliverables:-Client Consultation and Needs Analysis:
  • Conduct thorough financial assessments to understand clients' goals, risk tolerance and coverage needs.
  • Analyze clients' current financial situations, including income, expenses, assets, and liabilities.
  • Identify gaps in insurance coverage and assess clients' exposure to risks such as illness, disability, and death.Insurance Planning and Recommendations:
  • Develop customized insurance plans tailored to clients' specific needs and objectives.
  • Recommend appropriate life insurance products, including term life, whole life, universal life, and variable life insurance, based on clients' financial profiles and goals.
Oct 2023 - Present

Premier Smes Business Consultant

Nairobi County, Kenya

Objective:To partner with business owners, SMEs, and entrepreneurs to facilitate the growth and development of their businesses. This involves comprehensive analysis of business models, identification of areas for improvement, and recommendation of specialized expertise to overcome bottlenecks.Key Objectives:Business Model Analysis:Conduct thorough.

Sep 2023 - Oct 2024

Team-Lead Sales And Business Development

Nairobi County, Kenya

Responsibilities & Achievements: Business Development:- Spearheading market expansion initiatives by identifying new market gaps and developing targeting sales programs, resulting in an increase in market penetration within the first quarter.Developing Marketing Strategies:- Aligning marketing strategies with brand objectives, conducting in-depth analysis.

Oct 2023 - Apr 2024

Business Development Manager

Tele Foods Ltd

Kiambu, Kenya

  • Duties and Responsibilities:
  • Identifying and opening up new market routes and laying a solid foundation for route mangers to deploy sales executives to generate orders.
  • Recruit and mentor a team of route managers and sales reps.
  • Sell and develop meal orders within corporate as well as retail business segments.
  • Gather and provide up to date market intelligence to enable a systematic sales and demand planning approach.
  • Continuously assess and improve on customer experience based on timely market feedback.
Oct 2022 - Feb 2023

Consulting Business Developer

Omega Hygiene Products Ltd

Kitengela, Kajiado County, Kenya

  • Duties and Responsibilities:
  • Develop and innovate new cleaning chemical products and brands for the company.
  • Define and effect company objectives with regards to market segment the company is in.
  • Sell and market the wide range of hygiene products across all industries where hygiene standards are paramount.
  • Gather and provide up to date market intelligence to enable a systematic sales and demand planning approach.
  • Generate new sales leads and revenue as well negotiate all contracts with prospects and clients.
Jan 2020 - Sep 2022

Head Of Sales Marketing

Boresha Africa Ltd

Ruiru

  • Duties and Responsibilities:
  • Sales and Marketing of cleaning chemicals, detergents and allied hygiene accessories.
  • Maintenance and follow up of key accounts and prospects.
  • Provide & analyze consistent, up to date market intelligence on new market opportunities, trends and customer support.
  • Recruit and train sales & marketing professionals both on and off site.
  • Provide hands on customer support and conduct demos to show effectiveness and applications of our products.
Feb 2016 - Sep 2019

Business Development Specialist

Unipro Limited

Nairobi County, Kenya

  • Duties and Responsibilities:
  • Sales and Marketing of PPE (Personal Protective Equipment.)
  • Analysis of UNIPRO’s brands’ performance and brand health through constant evaluation of performance against individual product’s performance standards
  • Grow the numeric distribution of UNIPRO’s PPE in the market.
  • Fast tracking POS materials by ensuring that when they leave the Marketing store they come back in good condition.
  • Manage all administrative duties that includes-scheduling of meetings by sending out invitations to attendees, booking meeting rooms, ordering for biting and taking down minutes.Key Achievements;
Sep 2014 - Dec 2014

Credit Controller

Nairobi

  • Duties and Responsibilities:
  • Maintained customers’ detailed ledgers
  • Matched all unallocated payments to invoices by use of customers’ remittance advice
  • Passed and updated customer journals
  • Made cheque payments to local suppliers and maintaining a record in the payment voucher; Issued receipts for cash and cheque payments
  • Formulated timely EFT payments to all foreign and local suppliers
Nov 2013 - Jul 2014

Financial Analyst

Nairobi County, Kenya

  • Duties and Responsibilities:Handled;
  • Commercial Finance analysis
  • Financial planning and reporting
  • Maintaining comprehensive value chain
  • Price Mapping Sudan, Rwanda and Duty-Free market
  • Raised purchase order requests
Apr 2013 - Jun 2013
2 education records

Simon Mbugua education

Proficiency Certificate, Insurance, Credit

College Of Insurance Nairobi

(ECOP) Executive Certificate of Proficiency in Insurance

FAQ

Frequently asked questions about Simon Mbugua

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What company does Simon Mbugua work for?

Simon Mbugua works for GenAfrica Asset Managers, LTD.

What is Simon Mbugua's role at GenAfrica Asset Managers, LTD?

Simon Mbugua is listed as I help Business Owners, Employees and Entrepreneurs achieve prosperity through tailored financial advisory services. Helping them make more with what they have. Book an enquiry session. at GenAfrica Asset Managers, LTD.

Where is Simon Mbugua based?

Simon Mbugua is based in Nairobi County, Kenya, Kenya while working with GenAfrica Asset Managers, LTD.

What companies has Simon Mbugua worked for?

Simon Mbugua has worked for Genafrica Asset Managers, Ltd, Britam, Entukei Marketing & Communications, Tele Foods Ltd, and Omega Hygiene Products Ltd.

How can I contact Simon Mbugua?

You can use AeroLeads to view verified contact signals for Simon Mbugua at GenAfrica Asset Managers, LTD, including work email, phone, and LinkedIn data when available.

What schools did Simon Mbugua attend?

Simon Mbugua holds Proficiency Certificate, Insurance, Credit from College Of Insurance Nairobi.

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