Simon Mbugua Email & Phone Number

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 training to clients and in member engagement forums.- To promote, market, sell and distribute Gen Africa's Money Market Fund, Pension Fund Management, Wealth Management, Property Investments Advisory and Institutional Training.- To develop, manage and build relationships with existing and newly acquired key accounts.

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.• Provide guidance on coverage amounts, policy features, and riders to optimize clients' insurance portfolios.Financial Planning and Wealth Management:• Assist clients in creating comprehensive financial plans that integrate insurance solutions with other aspects of wealth management, such as retirement planning, investment management, and estate planning.• Collaborate with clients' other professional advisors, such as attorneys and tax professionals, to coordinate holistic financial strategies.Member Education and Communication:• Educate clients on the importance of life insurance and its role in protecting their financial security and providing for their loved ones.• Explain complex insurance concepts and policy provisions in clear, understandable terms.• Communicate regularly with clients to review their insurance needs, adjust strategies as necessary, and address any questions or concerns.Compliance and Ethical Standards: • Adhere to regulatory requirements and industry standards governing the sale and servicing of insurance products.• Conduct business with the highest ethical standards, always putting clients' interests first and maintaining confidentiality of their personal and financial information.

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 evaluations of clients' business models to identify strengths, weaknesses, opportunities, and threats.Provide actionable insights and strategic advice to optimize business operations and improve profitability.Consultative Advisory:Offer tailored recommendations to address specific business challenges.Assist in the implementation of best practices across various business functions such as marketing, sales, finance, and operations.Marketing and Sales Expertise:Develop and execute effective marketing and sales strategies to drive business growth.Analyze market trends and consumer behavior to help businesses target their audience more effectively.Train and mentor sales teams to improve performance and achieve sales targets.Capacity Building:Design and conduct capacity-building seminars and workshops for staff members.Equip employees with essential skills and knowledge to enhance their productivity and contribute to the company's success.Online Forum Contributions:Actively participate in online forums dedicated to SMEs, providing expert advice and solutions to common industry challenges.Facilitate discussions and share best practices to foster a supportive community for business owners and entrepreneurs.Client Relationship Management:Build and maintain strong relationships with clients, ensuring their satisfaction and long-term partnership.Regularly review client progress and adjust strategies as needed to ensure continued growth and success.Key Skills:Marketing and Sales . Analytical & Problem-Solving . Communication & Presentation . Capacity-Building . Relationship Management.

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 of clients' brands and market positioning to drive strategic decision-making and enhance brand visibility.Lead Generation:- Innovated lead generation processes, creating compelling lead magnets that are attracting and retaining hot prospects, contributing to an increase in lead conversion rates.Sales:- Successfully marketed and sold proof of concept ideas to new and existing clients, resulting in an increase in client acquisition and retention.Capacity Building:- Conducted comprehensive capacity-building training sessions for internal and client sales teams, fostering a culture of continuous learning and development.

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.• Recommending innovative ideas to keep Tele Foods Ltd relevant in the hospitality and catering industry.• Create, maintain and develop business to business revenue opportunities.• Obtain all deposits and payments from clients.Key Achievements;• Successfully opened 5 new markets within 3 months of active selling and recruiting.• Been able to improve on the company’s internal practices and procedures based on process gap audits.• Been able to continually contribute to a positively skewed sales curve.

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. • Understand and promote all company programs. Key Achievements;• Grown the company’s start up sales from zero to cumulated sales figure of Kshs 6 million.• Developed high-end innovative cleaning chemicals that yielded results during application.• Effectively demonstrated and sold products in different market segments and capitalize on customer value addition.• Availed market intelligence that was been used to set up competitive advantage in pricing, product quality, efficiency, mapping and market segmentation.• Provide a consistent cash flow through reliable credit control and debt collection strategies.

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.• Provide daily and monthly reports to management for a comprehensive analysis of the company’s growth status.• Conduct financial audits to individual customer accounts in order to maintain a consistent credit control portfolio.• Conduct presentations to management on the company’s financials concerning sales performance and projected growth rate.• Facilitate team’s moral support by consistently encouraging weekly growth analysis, supporting monthly target achievements and having an open-door policy.Key Achievements;• Grown the company’s start up sales from zero to cumulated sales figure of Kshs 53 million and counting.• Successfully put the company on the list of the most influential manufacturers of industrial cleaning chemicals & detergents.• Effectively demonstrated and sold products in different market segments and capitalized on customer value addition.• Provided up to date market intelligence that was used to set up competitive advantage in pricing, product quality & efficiency, mapping and market segmentation.• Representing and marketing products in various regions in Kenya thereby growing sales significantly.• Provided clients with financial management support during reconciliations and scheduling of payment plans.

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;• Successfully organized and managed to showcase UNIPRO’s PPE brands at the Naivasha Horticultural Fair at Naivasha Sports Club.• Successfully managed to create awareness of UNIPRO’s brands in this years’ Kenya Airways business fair at Kenya Airways Pride Centre.• Successfully showcased UNIPRO’s brands in this year’s Oil & Gas business fair at KICC.

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• Monitored the company’s bank statements for both EFT and Direct Deposit payments.Key Achievements;• Effected and formulated an operationally credit risk management policies.• Accurately Prepared and distributed of over (100) customers’ financial statements• Set up onsite meetings with clients to conduct reconciliations.

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• Prepared consistent monthly stock reportsKey Achievements;• I was part of a bold team involved in an ambitious depot project by EABLi in South Sudan.• I was assistant team lead in EABLi’s price mapping for duty free market.

Proficiency Certificate, Insurance, Credit

(ECOP) Executive Certificate of Proficiency in Insurance

Bachelor Of Business Administration - Bba, Finance & Marketing, Second Lower