Susan Kay-Sanna

• Coordinated and delivered Blockchain Technology basics and communication skills training to Women in blockchain and SMEs across the country through Azuri Blockchain consultancy.
• Delivered online Premier Relationship Management Training sessions for Africa Enterprise Challenge fund (AECF) for Relationship managers in 7 African countries.
• Contracted by Barclays bank of Kenya for 6 months October 2018- March 2019 and successfully delivered Relationship management training, Portfolio Management, Customer Experience, Field Sales Coaching and Etiquette training to their Affluent banking teams and Sales Managers.
• Delivered training customer experience and emotional Intelligent training for several organizations including Total (k) Ltd, KuBitX, Paxful Limited.
• Monitored training reports within learning management system for RM roles to promote initial and annual training completion.
• Appropriately allocated resourced, budgets, inventories, training support and team building materials to increase overall productivity.
• Compiled training handbook and related course materials.
• Provided recommendations for process improvements and discontinuation of ineffective or outdated methods.
• Provided assistance for delivery of training courses by scheduling virtual meeting rooms and managing team calendars.

• Delivered Field Sales Coaching training to Sales Managers in Barclays Kenya, Barclays Uganda, Barclays Ghana, ABSA Mozambique, Botswana and Egypt, covering over 1000 staff
• Delivered the Barclays Business School project saving the bank an estimated Ks. 100M per year cost of hiring training facilities.
• Developed role-based curriculum and learning pathways in Barclays Africa for Critical roles within the Retail Banking segment, which impacted over 7,000 sales staff across Barclays Africa.
• Identified Training needs and Developed Expert Relationship Manager training as the subject matter expert for Barclays Africa, working closely with Instructional Designers from the Regional Leadership and Development team. Rolled out the training to all Premier Relationship Managers within Barclays Africa.
• Developed Lead Generators (LGS) Sales training Module that was delivered across the business to 80 Sales Managers, 1000 LGs and later rolled out across Barclays Africa impacting high Sales delivery.
• Continuously Improved development and implementation of Company wide initiatives that positively impacted Premier Client relations and Brand loyalty across the country.
• Collaboration with Key Strategic partners within the service value chain to monitor, plan, solution, and gather employee feedback to drive continuous improvement in service experience
• Implementation local policy and explanation of organization programs, policies and objectives.
• Working closely with HR Learning and Development teams in Kenya and Barclays Africa in identifying Learning pathways as a Subject Matter Expert for Premier banking and delivered appropriate training
• Exercising due diligence in matters concerning staffing, performance appraisals, promotions, salary recommendations and terminations.

• Managed a portfolio of HNW Clients, ensuring that client financial plans were optimized for current market trends and economic conditions.
• Partnered with various bank functions and professionals to provide specialized financial planning support to Premier clients with unique needs.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Assisted with implementation of CRM systems and consolidation of domestic and international subsidiaries.
• Managed the Barclays Wealth (BW) Referral program in the country as the main point of contact, coordinating and supporting London, Geneva and Dubai based Barclays Wealth Relationship Managers, Business Development Managers and Advisors into the Kenyan Market.
• Successfully managed the Top Tier Premier client portfolio in the country and was highly accredited for my interpersonal and organizational skills.
• Assisted clients in making beneficial and strategic decisions regarding investments, Asset financing, protection and sourcing external value-add wealth partners.

• Professional development completed in MAC programme with Career Connections
• Completed professional development in Mentoring and Caoching

• Barclays Accredited programme.
• Relevant Coursework Completed: Instruments and Financial markets, Investments, Insurance, Pension plans & Retirement needs, Real estate, Tax, Financial planning

Barclays Bank Accredited programme covers

• Personal Finance
• Financial Management.
• Corporate Finance
• Investment Management. ...
• Investment Analysis
• Macroeconomics. ...
• Behavioral Finance.