• Bringing new customers to the bank and building strong relationships with them, enhancing growth of their wealth and meeting their banking needs.
• Administer and ensure compliance to all sale objectives.
• Manage sales of various products in professional manner.
• Monitor all customer queries and ensure timely response to all issues.
• Coordinate with customers and provide various bank’s plans and services and detail quote for all required information.
• Maintain and update knowledge on all bank’s products and services.
Insight Management Consultants
Feb 2016 – Feb 2017
Nyeri
Territory Region Manager
• Manage a sales team and coordinate sales activities to make sure that sales targets are met with high levels of customer satisfaction.
• Develop an in-depth knowledge of core products via successful completion of required sales training program, and utilize this knowledge to successfully sell product solutions to new and existing customers in assigned territory.
• Create and execute a territory sales plan that meets or exceeds established sales quotas and supports Company revenue and profit targets.
• Optimize business development plan by working closely with Sales Agronomist to maximize time in the field and overall efficiency through development and pre-qualification of leads.
• Meet regularly with existing customers and prospects in sales territory to understand their evolving business needs and position product solutions to meet surfaced needs.
• Continuously expand customer understanding and use product solutions and capabilities.
• Build long-term, productive, and mutually beneficial relationships with existing and new customers.
• Maintain consistent communication and timely follow-up with customers and prospects and be available and responsive to customer’s real-time needs.
• Complete sales activity reports and presentations in a timely manner
Jubilee Insurance
Mar 2015 – Jan 2016
Nairobi
Unit Manager
• Recruitment of sales representatives.
• Develop and build relationship with corporate clients through client management.
• Identifying client’s needs and trying to match them with suitable products.
• Meeting and exceeding monthly and annual sales goals through the team.
• Ensuring and maintaining levels of productivity as prescribed.
• Floor and field training to the team.
• Retain existing and entertain new clients by building strong relationships with them.
• Spend maximum time to achieving regular sales of new business in order to attain company's sales objective.
• Reporting to the manager on daily activities of the team.
• Preparing timely reports of sales forecasts and field activities regarding customer sales and products.
• Upholding the brand image and ensure compliance with all internal as well as external regulations.
Standard Chartered Bank
Feb 2012 – Feb 2015
Nairobi
Employee Banking Officer
• Organizing sales visits.
• Demonstrating and presenting products.
• Maintaining accurate records.
• Attending trade exhibitions, conferences and meetings on behalf of the bank to maintain and establish new businesses.
• Reviewing sales performance.
• Keeping track of the customer experience with the bank and ensuring that they grow. This enhances long term good relations with the customers.
• Responsible for identifying and pursuing sales opportunities & converting leads to actual sales.
• Implement sales strategy underpinning marketing efforts to acquire, expand& retain profitable relationship & grow market share in accordance with the bank sales target for the specific products sold.
• Ensure monthly/weekly liability and asset targets are achieved & performance report submitted to the line manager.
• Provide market intelligence based on competitor offerings within the bank’s target segment.
Education
Moi University
Aug 2007 – Apr 2011
Bachelor of Science; Human Resource Management, Human Resources