Summary
Overview
Work History
Education
Skills
References
Accomplishments
Timeline
Generic

ANTHONY ABUGA MOTURI

Nairobi

Summary

Dynamic financial professional with extensive experience at NCBA Bank PLC, excelling in client relationship management and financial analysis. Proven track record in driving portfolio growth and enhancing client satisfaction through effective issue resolution. Proficient in KYC and AML compliance, leveraging advanced Excel skills to support strategic business development initiatives.

Overview

8
8
years of professional experience

Work History

Acting As. Relationship Manager, Affluent Banking

NCBA Bank PLC
03.2025 - Current
  • Managing a portfolio of high-net-worth clients, growing deposits and lending balances.
  • Conducting credit assessments for secured and unsecured loans, ensuring risk control.
  • Driving business acquisition through market activations and client referrals.
  • Promoting a wide range of financial products, increasing revenue per client.
  • Enhancing client experience and issue resolution via CRM platforms and in-person engagements.
  • Handled client queries, complaints, and escalations, ensuring prompt resolution.

Client Support Advisor, Go Banking

NCBA Bank PLC
06.2022 - 02.2025
  • Managed client onboarding, digital banking setups, and loan processing for personal and SME clients.
  • Handled inquiries, complaints, and service escalations via email, CRM, and live chat, ensuring timely issue resolution.
  • Participated in lead generation and sales activations, supporting business development teams to expand client base.
  • Promoted banking solutions including insurance and investment products, increasing wallet share and product per client metrics.
  • Supported compliance and operational risk management through KYC, AML reviews, and internal audits.

Operations Supervisor

Maisha Microfinance Bank
08.2021 - 05.2022
  • Supervised daily branch operations, account opening, transaction approvals, and loan processing.
  • Conducted loan appraisals, credit risk analysis, and approvals within policy and regulatory standards.
  • Supported operational audits, risk issues resolution, and improvised risk management initiatives.
  • Managed a performing loan book and implemented proactive delinquency management and debt recovery strategies.
  • Mentored junior staff on operational processes, credit management, and customer service.

Customer Experience Executive

Maisha Microfinance Bank
07.2018 - 08.2021
  • Handled account opening, loan applications, financial advisory, and client query resolution.
  • Cross-sold consumer, SME, and microfinance products, consistently exceeding sales targets.

Debt Collector

Maisha Microfinance Bank
12.2017 - 07.2018
  • Managed financial recovery records and updated repayment transactions in the system.
  • Maintained proper records of collection efforts and provided financial advice to clients.

Education

B-Com - Finance

Kenyatta University
01.2017

K.C.S.E -

Kisii High School
01.2012

K.C.P.E -

Birongo SDA Primary School
01.2008

CPA - Intermediate Level ongoing

KANEB

Skills

  • Financial Operations & Account Management
  • Financial Analysis & Credit Assessment
  • KYC, AML and Risk Compliance
  • Loan Processing & Credit Risk Control
  • QuickBooks, Zoho and Tally Proficiency
  • Client Relationship Management
  • Accounting & Bookkeeping Support
  • Business Development & Portfolio Growth
  • Project Finance Support & Reporting
  • Advanced Excel skills

References

  • Willy, Mahumu, Regional Customer Service Manager, Willy.Mahumu@ncbagroup.com, +254 724541828, NCBA Bank PLC
  • Jennifer, Kanyi, Head of Go Banking, jennifer.kanyi@ncbagroup.com, 0723298860, NCBA Bank PLC
  • Isaac, Ogutu Omosa, Senior Auditor, omosaizo@gmail.com, +254 718723674, SOS Children's Villages

Accomplishments

  • Overall Best in Retail Banking - year 2024

Timeline

Acting As. Relationship Manager, Affluent Banking

NCBA Bank PLC
03.2025 - Current

Client Support Advisor, Go Banking

NCBA Bank PLC
06.2022 - 02.2025

Operations Supervisor

Maisha Microfinance Bank
08.2021 - 05.2022

Customer Experience Executive

Maisha Microfinance Bank
07.2018 - 08.2021

Debt Collector

Maisha Microfinance Bank
12.2017 - 07.2018

B-Com - Finance

Kenyatta University

K.C.S.E -

Kisii High School

K.C.P.E -

Birongo SDA Primary School

CPA - Intermediate Level ongoing

KANEB

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