Bio
Credentials
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Agile Foundations
LinkedInJun, 2020- Apr, 2026 -
Artificial Intelligence Foundations: Thinking Machines
LinkedInJun, 2020- Apr, 2026 -
Customer Experience: Journey Mapping
LinkedInJun, 2020- Apr, 2026 -
Design Thinking: Customer Experience
LinkedInJun, 2020- Apr, 2026 -
Introducing Robotic Process Automation
LinkedInJun, 2020- Apr, 2026
Experience
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Kenya
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Financial Services
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700 & Above Employee
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Associate- Financial Institutions
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Dec 2022 - Present
Presently, I engage my services at the Stanbic Bank where I bear full charge and responsibility for Corporate and Investment Banking.Key Contributions:⦁ Conducting extensive research on clients and deep-diving within the Financial Institutions sector and to provide guidance on trends on the sector. ⦁ Drafting fully-fledged reports and financial statement analysis.⦁ Collaborating with clients to gather specific information and data for the bank.⦁ Providing administrative support to Sector Heads and Managers Client Coverage in the credit process including credit applications and compliance items.⦁ Updating the customer KYC (Know you customer) and conducting due diligence of the ⦁ portfolio/sectors.⦁ Analyzing reports on client profitability, product profitability and providing input to the budget planning and performance management process
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Client Analyst-Corporate and Investment banking
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Apr 2018 - Dec 2022
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Consultant
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Jan 2011 - Mar 2018
As a Consultant at Stanbic Bank Kenya, I managed to drive an increase in client accounts by providing first-class services to customers while streamlining operations within the bank.Key Contributions:⦁ Provided timely and professional responses to clients through email address and as per the documented procedure guidelines. ⦁ Optimized processes and improved the quality of service delivered to clients, therefore, securing customer loyalty.⦁ Provided first-level recommendations and advice to clients ensuring they had a comprehensive understanding of the bank's services.⦁ Captured customer feedback on products, services and forwarded to TL/Manager for compilation. ⦁ Discussed client service improvements with the manager and RM.
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Card Consultant -Customer Care Center
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Jan 2011 - Nov 2015
In this capacity, I provided friendly and professional service at all times to repeat and prospective customers which was reflected by the commendations given by clients.Key Contributions:⦁ Provided resolution and after-sales support service for credit and debit card enquiries received via email, fax or letter from all customer segments of the bank. Resolution of queries with a closure rate of 90% of the queries received in a day. ⦁ Oversaw the analysis of 90% of card transactions in a day to ensure minimal risk of fraud. ⦁ Ensured that all Cards reported lost/stolen were promptly blocked and a written confirmation of the loss obtained before a replacement card was issued. ⦁ Maintained excellent relationships with corporate clients by providing timely and efficient after-sales support for the card products. ⦁ Maintained a turnaround time of 90% on the resolution of queries raised by corporate, business, and personal banking customers.
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Customer Service Center
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Mar 2010 - Oct 2010
Key Contributions:⦁ Oversaw first call resolution of queries received via email from corporate and personal banking customers within the bank. ⦁ Ensured complaints and investigative queries from corporate, business, and personal banking customers were assigned cases accordingly and ensure closure.
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Education
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2006 - 2010Strathmore University
Bachelor of Commerce - BCom, Finance, General -
2020 -Corporate Finance Institute® (CFI)
Financial Modelling and Valuation
Suggested Services
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Industry Focus. “Financial Services”
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