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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