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Credentials

  • FDA Supervisor Skills Training Level 1
    FINCA International
    Sep, 2015
    - May, 2026
  • AML (Anti-Money Laundering)
    Finca Zambia

Experience

    • United States
    • Financial Services
    • 300 - 400 Employee
    • Savings Manager
      • Sep 2013 - Present

      1. Fund mobilization2. Customer Deposits3. Liquidity Management

    • SME Relationship Manager
      • 2017 - Present

      SME business, Customer Value Propositions, Partnerships and Lead generation

    • Zambia
    • Financial Services
    • 100 - 200 Employee
    • Relationship Manager
      • Apr 2019 - Present

    • SME Relationship Manager
      • Sep 2013 - Present

    • Customer Offerings
      • Sep 2013 - Present

    • Acting Head of Customer Offerings
      • Apr 2016 - 2017

      •Engage the organization in managing key customer relationships, revenue, and profit.•Create a persistent focus on the customer in the actions the company takes.•Drives the deployment of alternative delivery channels and ensure customers receive customer experience in line with the company’s brand values.•Support leaders in their role as cultural leaders in the transformation journey

    • United States
    • Non-profit Organizations
    • 700 & Above Employee
    • Customer Offerings Supervisor
      • Apr 2016 - Present

      1. Customer Experience Management (organization of the Customer Experience for each customer segment, providing good emotional experience of the Customer in the branch as well as those using agency and mobile banking platforms) 2. Savings Product and Sales Management (Product Management of the Savings and related products, Management of the Sales activities, Training and Development of Sales and other personnel in the Branches) 3. New Business Development (organization of cooperation with the institutional partners (payroll projects, co-branded products, savings mobilization, etc.) 4. Strategic planning and reporting.

    • Savings Supervisor
      • Jan 2014 - Apr 2016

       Management and promotion of FINCA Products1. Engage with customers to understand better their requirements and future plans to best suit products and or services for the customer2. Planning and supporting the branch in meeting its targets3.Training and developing the staff

    • Savings Officer
      • Sep 2013 - Dec 2013

      1. Setting Targets2. Planning and coordinating marketing activities3. Training

    • Sales Manager
      • Feb 2013 - 2013

       Identifying potential sales targets and even make necessary proposals to facilitate the sale of solutions into various organizations including the preparation of tenders and undergo necessary bidding process Engage with customers to understand better their requirements and future plans to best suit products and or services for the customer

    • Corporate Sales & Support
      • 2008 - 2011
      • Lusaka

       Identifying and entering new clients by developing sound relationships with clients leading to strategic sales potentials which will entail a mix of products being supplied Cross sell products from other divisions such as Networks and ACCPAC Sales Support Support and maintain existing customer relationships Identifying potential sales targets and even make necessary proposals to facilitate the sale of solutions into various organizations including the preparation of tenders and undergo necessary bidding process Engage with customers to understand better their requirements and future plans to best suit products and or services for the customer Make quotations, purchase order and Tax invoice requests Order, Maintain and support warranty claims, Stock Taking, control and management Hardware, IP Telephony Solutions, Cisco, Networking and accessories sales and Marketing, including basic trouble shooting support on hardware and software Preparation of sales pipeline, reports and creation of sales plan and budget Assist in basic administrative tasks: Debt collection, obtain quotes and pro-forma invoices for marketing materials, employee cards & uniforms, office furniture, send and receive documents, updating computer parts and equipment stock cards  Conduct competitor analysis by reviewing all competitor activities and develop appropriate actions Observe market trends to keep in touch with market developments, externally and internally by consulting other departments and collect input for marketing activities to support market development

    • Lead Generator
      • Jun 2007 - Oct 2008

       Provide the Bank with sales leads for its products by soliciting business from prospective customers (including individuals, corporate, and loan facility schemes) Attend or make presentations to corporate on various retail consumer products Handling clients  Advertising the Bank’s products and introducing clients to the bank Preventing money laundering Inform customers of the set requirements, security documents, processor and procedures that pertain to loan applications Keep a sales activity sheet to record sales calls made and potential business prospects for Bank. Explain fully to customers the terms and conditions of the Bank’s products. Identifying potential clients

Education

  • 2015 - 2015
    FINCA Zambia
    Human Center Design Workshop
  • 2014 - 2014
    FINCA Zambia
    Sales Training of Trainers
  • 2013 - 2013
    Cavendish University Zambia
    Bachelor of Business Administration (BBA), Business Administration and Management, General
  • 2003 - 2003
    City College Lusaka
    "O" Levels, Grade 12

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Industry Focus. “Financial Services”

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