BEATRICE LEAH ADHIAMBO

• Responsible for identifying and pursuing of sales opportunities and converting sales referrals from branch sales pipeline into actual sales.
• Ensure monthly targets are achieved and performance report submitted to line manager.
• Actively participate in branch trainings on sales, service and controls.
• Provide regular feedback to branch manager on sales/service concerns and recommend appropriate improvements
• Financial advisory to clients on when and what to invest in.
• Growing of both Assets and Liability portfolio.
• Ensure excellent customer experience.
• Reporting of suspicious transactions or activities.
• Ensure full understanding of Customer Due Diligence and Anti money laundering.
• Ensure sales process is followed to avoid miss-selling
• Proper verification of customer instructions

ACHIEVEMENTS:

• Best BSSE countrywide in Banca (Insurance) sales March 2018.
• Best BSSE Kenyatta Avenue branch in investment quarter 1 2022.

• Receiving and dispensing cash for clients.
• Preparing and issuing of banker’s cheques.
• Negotiating foreign exchange for customers
• ACHIEVEMENTS:
• Best teller in foreign exchange revenue in October 2018.

• Ensuring customer Banking Facility Letters (BFL) are delivered to the respective Relationship Manager in time.
• Ensuring properly executed BFL are returned to Credit Risk Control (CRC) within the shortest time possible.
• Work in liaison with the bank Real Estate Technical Services Officer(RETSO) to ensure valuation for property provided as collateral by clients is done in time.
• Working with CRC to ensure that lawyers’ instructions are sent out as soon as possible so that charging process and the legal fees involved has been settled.
• Working with CRC to and loan centre to ensure customers loan is disbursed within an exceptionally good TAT.
• Continually working with CRC, RMs and valuers to ensure that the facilities we have are risk-contained and being serviced well as per BFL.

ACHIEVEMENT:

I was part of the team that improved turnaround time for business loans from an average of five months to an average of three months

• Successfully migrate existing clients’ details from manual files to electronic systems.
• Conducting due diligence of our existing customers and updating their details into electronic systems

ACHIEVEMENTS:

• The CDD team managed to exceed monthly targets of client migration by over 200% in 2nd and 3rd quarters of 2014.

• Identifying prospective corporate and micro clients, informing them of products and services that suits their needs.
• Handling general customer inquiries.
• ACHIEVEMENT:
• Best sales person in branch for quarter four of 2013.

• Described product and service details to customers to provide information on benefits and advantages.
• Explained online self-help options to customers to promote additional and after-hours support choices.
• Provide feedback on performance in relation to predefined standards and measures.
• ACHIEVEMENTS.
• I was part of the team that took part in the successful launch of Airtel 3.75G internet.
• Brand ambassador for port-in campaign for Airtel.
• Best sales executive of Sarit center branch between March and June 2012.