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Kelvin Kapotwe.

Relationship Manager at FNB Zambia
Intro Book
Kelvin Kapotwe is a seasoned Relationship Manager with 9 years of experience in cross-selling, customer retention, and financial management, holding a BSc in Accounting & Finance and a Chartered Accountant designation.
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Location
Lusaka, Lusaka Province, Zambia, ZM
Languages
  • English -
  • Bemba -
Skills
  • Management
  • Microsoft Office
  • Microsoft Word
  • Customer Service
  • Financial Accounting
  • Show all
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Bio

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Kelvin Kapotwe is a seasoned Relationship Manager with a strong background in financial services, boasting a Chartered Accountant certification from the Zambia Institute of Chartered Accountants. With expertise in cash management, credit assessment, and business account opening, Kapotwe has held various roles at FNB Zambia, including Business Customer Advisor, Acting Relationship Manager, and Relationship Manager. His education includes a BSc in Accounting & Finance from the University of Zambia and a Chartered Accountant certification.

Credentials

  • Fundamentals of Credit
    Corporate Finance Institute® (CFI)
    Aug, 2023
    - May, 2026
  • Introduction to Agribusiness
    Corporate Finance Institute® (CFI)
    Aug, 2023
    - May, 2026
  • Relationship Manager Academy
    FNB Zambia
    Jul, 2023
    - May, 2026
  • Principles of Credit
    GMD Consulting
    Sep, 2022
    - May, 2026
  • Credit Analysis.
    Intuition
    Jun, 2021
    - May, 2026
  • Financial Analyst Certification
    Udemy: Online Courses
    Jun, 2021
    - May, 2026
  • ZICA Technician Certificate
    Zambia Institute of Chartered Accountants
    May, 2014
    - May, 2026
  • Leadership Certificate
    zambia institute of business studies and industrial practise(zibsip)
    Jun, 2013
    - May, 2026
  • KPI for SMEs
    Learnfly™

Experience

  • FNB Zambia
    • Zambia
    • Banking
    • 500 - 600 Employee
    • Relationship Manager
      • Jan 2023 - Present

      Job Purpose.To obtain Sustainable asset,Liability, and Profitability growth by cross selling to existing customers and by acquiring new relationships across the agri-business segment. Device strategies around customer retention,service delivery and healthy credit management.Responsibilities.-To acquire new client relationships in the agri-business segment.-Identifying clients needs and delivering customized solutions for a targeted segment.-Devise attraction and retention strategies surrounding target market.-Cross sell to prospective clients to maximize profits and returns for the bank.- Commercial Credit.

    • Acting Relationship Manager
      • Jul 2022 - Jan 2023

    • Business Customer Advisor
      • Mar 2019 - Jul 2022

      The role involves the following -Relationship Management -Sales and Marketing -Business Account Sales(drivimg force to bringing new sales)-SME Account Management -Cross Selling.-Business Account Opening.-Business Credity Facility sales -Processing Business Credity Facilities -Facilitating forex deals

    • Sales And Service Consultant
      • Jun 2018 - Mar 2019

      offering excellent customer service and new accounts acquisitions, credit assessment and Growing VSI by cross selling.

    • Bank Teller
      • May 2015 - May 2018

      Cash management Manage risks related to cashProcess customers deposits and withdrawalsCustomer service Process negotiable instruments timely processing rtgs. Get. Note buys/note sell(forex)Account reconciliations

Education

  • 2019 - 2022
    University of Zambia
    BSc, Accounting & Finance
  • 2012 - 2014
    ZIBSIP
    licentiate, Accountancy and Banking and finance
  • 2023 - 2023
    Zambia Institute of Chartered Accountants
    Professional Paper, CA Zambia Final Level
  • 2023 - 2023
    Corporate Finance Institute® (CFI)
    Certificate, Introduction to Agribusiness.
  • Corporate Finance Institute® (CFI)
    Competence Certificate, Fundamentals of Credit

Suggested Services

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Industry Focus. “Banking”

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