Angela Velesi Simon
Relationship Manager
NAIROBI,KENYA
Overview
9
9
years of professional experience
4
4
years of post-secondary education
Work History
Relationship Manager MSMEs
Kcb Bank PLC
07.2022 - Current
- Company Overview: K cb Bank is one of the top banks in Kenya by market capitalisation and had KSh 38.8B billion in its earnings before tax in the period ending June 2024
- I have been able to acquire New to Bank customers and maintained close relationships through cross selling bank products hence maintaining a portfolio, hence growing revenue
- I have acquired proper management skills through refined planning and organizational skills that balance work, team support and ad-hoc responsibilities in a timely and professional manner
- I have honed my negotiating skills by negotiating for corporate proposals and bidding successfully for instance onboarding Knh staff for both Loans and salary accounts
- Very well vast with various bank products for personal, sme, business and corporate customers
- I have amassed exceptional communication and presentation skills through my interactions with various high value customers
- I have acquired threat and risk assessment skills Measuring of risks encountered in the field in line of authenticity of applications and KYC procedures and implement strategies to mitigate them
- I have gained presentation and public speaking skills by handling breakfast meetings and seminars, performing debt management trainings to customers through seminars and meetings
- I have acquired proper management skills through refined planning and organizational skills that balance work, team support and ad-hoc responsibilities in a timely and professional manner
- I have gained analysis and assessment skills through analysis of the potential of the existing and new customers in order to identify products that suite customer’s needs
- This maximizes on sales through cross-selling activities
- I have severally participated in product campaigns and market activations in both retail and Sme banking products for instance opening accounts for the newly opened Ngong branch
- I have been able to develop new and long-term relationships with corporate clients
- K cb Bank is one of the top banks in Kenya by market capitalisation and had KSh 38.8B billion in its earnings before tax in the period ending June 2024
- I have been actively managing a portfolio of over 400M championing their growth as well as driving revenue for the bank
Acting Sales Manager
KCB Bank
Nairobi
- Reporting to the Regional Sales Manager; In charge of 9 KCB Branches with a total of 31 employees
- In charge of weekly performance reviews of the cluster productivity dashboard
- In charge of developing and implementing sales initiatives and strategies
- Tasked with conducting market survey and organization of customer engagement forums
- Administering reviews of individual branch weekly sales plan budgets for approval by the regional sales manager
- In charge of drafting and presentation of weekly performance reports for the regional sales manager
- In charge of crisis resolution for the cluster
- Maintaining relationships with customers for instance Check offs
- Coaching and training new sales persons
- Enforcing adherence to internal controls and regulatory procedures
Retail Banking Consultant
KCB Bank
06.2016 - 06.2021
- In charge of growing bank business assets and liability portfolios through sales and marketing
- Tasked with conducting market surveys to identify new market opportunities and exploit their full potential in order to diversify revenue lines
- Participated in the review of quarterly branch financials and effectively strategized on action plans to maintain and monitor individual parameter performance
- Implemented all the required steps and controls when doing account applications to minimize the risks associated with new business
- Gathered complete and accurate data for the opening of accounts and granting of facilities
- Reported statistics for reactive sales correctly and timeously
Intern Clerk
KCB Bank
- Receive and process account opening, customer requests and instructions within the defined TAT
- Obtain, capture, analyse, resolve and escalate customer feedback, complaint and correspondences within defined TAT
- Implement service improvement initiatives within the branch and provide feedback
- Ensure safety, security and issuance of account operative tools and reconciliation of the same
- Seamless coordination of banking hall activities
Timeline
Relationship Manager MSMEs - Kcb Bank PLC
07.2022 - Current
Retail Banking Consultant - KCB Bank
06.2016 - 06.2021
KENYATTA UNIVERSITY - Bachelor of Arts, ECONOMICS
09.2011 - 12.2015
Acting Sales Manager - KCB Bank
Intern Clerk - KCB Bank
Summary
A highly strategic and innovative Relationship Manager well versed in the development of performance-oriented cultures with 8+years of experience devoted to continuous sales and marketing in the banking industry.Angela is a strategic leader with hands on skills in leading sales teams while offering invaluable expertise in driving revenue,customer relationship management, portfolio management mentorship and sales planning. Possess an insatiable desire to build lifetime brand loyalty.Provenability toachieve all goals and delegate responsibilities successfully and with in-depth understanding of the sales cycle process, excellent negotiation and great communication skills. Excellent atanalyzing team strengths and leveraging individual assets to attain organizational goals efficiently.Successful in optimizing frameworks through managing and building of cohesive teams.
Angela is currently working as a relationship manager at Kcb Bank majorly supporting MSMEs.Prior to this role Angela worked as an acting Sales Manager retails sales and as a Retail sales person. Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 9 years' experience in banking industry.
Skills
- Relationship review process
- Relationship building and management
- Service assistance
- Solution management
- New business generation
- Effective customer communication
- Client acquisition
- Wealth management portfolios
- Financial planning processes
- Service support
- Portfolio growth
- Sales data analysis
- Risk management
- Financial advising
- Cash handling
- Sales expertise
- Business trend analysis
- CRM proficiency
- FLUENT IN ENGLISH
Education
Bachelor of Arts - ECONOMICS
09.2011 - 12.2015
Certification
⦁ Certificate of Proficiency, College of Insurance,2022
⦁ Data Protection Course -Strathmore University ,2024
⦁ Cpa Section 1-2014
Accomplishments
I have been actively managing a portfolio of over 400M championing their growth as well as driving revenue for the bank.
Core Accomplishments: -
• Business development:
-Growing bank business asset and liability portfolios through sales and marketing of bank retail products i.e., Loans, Deposits, Accounts,
Credit cards, insurance, Biashara Club, Lipa Karo and one till.
-Deepening existing relationships with customers through cross-selling and upselling.
-Identifying new market opportunities and exploit their full potential to diversify revenue lines.
- Drafting proposals and budgets for product campaigns and conducting PowerPoint presentations and customer engagement.
- Preparing individual weekly sales plan for ensuring performance in the set parameters.
- Participate in review of quarterly branch financials and strategizing on action plans to maintain and improve on individual parameter
performance.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Advanced (C1)
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