Daines Kulola Mkaluma Mtongolo
Customer Service, Finance And Marketing
Nairobi,Kenya
Summary
Bio Data Gender: Female Marital Status: Single Skype ID : dmtongolo_1 Nationality: Kenyan Personal Profile A result-driven professional with aspiring progressive career, with over 7 years of experience. I have the ability to help customers resolve their problems in a professional manner. I am a service orientated professional who is very confident when handling enquiries, complaints, and communications. Possessing the ability to improve financial procedures, and have the ability to consistently work at a high level of accuracy and quality. I find my balance by being deliberate; planning every move, scheduling tasks to make sure work is done on time, and by learning while getting the job done.
Overview
6
6
years of professional experience
8
8
years of post-secondary education
3
3
Languages
Work History
Unit Manager
Cytonn Investments Ltd
02.2020
- Leading a team of approximately 10-15 financial advisors who are dedicated to creating value for the investor’s wealth
- 5 years working experience with CRM
- Proactively developing business relationships and securing additional business opportunities from both new and existing clients to meet the given sales targets
- Recruit, manage, support, coach, develop, and evaluate a team of financial advisors
- Strengthen and expand client relationships by providing customized service and ensuring client expectations are exceeded
- Supervising real estate process from payment of deposit to handover
- Identifying opportunities for product development, and other product offerings
- Responsible for coming up with sales strategies and lead generations
- Interview prospective clients to determine their financial objectives, considering current income, expenses, and insurance coverage
- Responsible for growing the Asset Under Management (AUM) of the Cytonn franchise by signing up new clients
- Identify, recruit, train and grow a team of financial advisors to assist with the client coverage.
Financial Advisor
Cytonn Investments Ltd
02.2017 - 01.2020
- Understand private placement distribution methodology
- Understand unique investment solutions in Real Estate, Private Equity and Structured Products;
- Identify and cultivate appropriate prospective clients, and follow up on new business opportunities;
- Interview prospective clients to determine their financial objectives, taking into account current income, expenses, insurance coverage, tax status, risk tolerance, and other information needed to develop a financial plan;
- Work with clients to develop a financial plan as the basis of providing sound financial advice;
- Deliver personalized and timely client service and the administration that is responsive to client needs;
- Collaborate with the product development team to ensure our products stay relevant to evolving client needs and emerging market trends;
- Handle customer complaints and resolve problems;
Finance Coordinator
TNT Express Worldwide (k) Ltd
01.2013 - 10.2015
- Following up on outstanding accounts and carrying out reconciliation of debtors accounts
- Cashiering duties
- Sending customer invoices and statements
- Excellent use of SAP
- Produce and review age analysis reports and follow up with debtors for payment
- Verify, allocate, post and reconcile accounts payable and receivable
- Invoice payments
- Invoicing and billing all duty payments and performing administration duties
- Balancing and reconciliation of duty cheques, shed accounts and account receivables ledgers
- Checking bank statements daily and allocating monies to relevant debtors’ accounts
- End month reconciliation and reporting of all duty payments and collections
- Handling the front office and managing correspondence, in person, calls and emails.
Customer Service Executive
TNT Express Worldwide (K) Ltd
04.2012 - 12.2012
- Calculating competitive rates for account and cash clients
- Giving cash and account quotes for sending consignments
- Booking Export/ Import collections
- Ensuring consignments are picked up on time
- Giving customers proactive notifications
- Respond to calls and tickets logged
Education
Master of Science - Finance, Finance and Investment Option
University of Nairobi
Nairobi 01.2018 - Current
Bachelor of Commerce - Finance Option
Catholic University of Eastern Africa
Nairobi 08.2007 - 04.2011
CPA Part II Section IV - PASSED - Accounting
KASNEB
Nairobi 06.2020 - 12.2020
Skills
Report preparation
Complaint resolution
International sales support
CRM
Order fulfillment
Money handling abilities
Recordkeeping strengths
Team Building
Financial administration
Accounting principles
Account Reconciliation
Operational decision making
Business development expertise
Cash handling expertise
Sales professional
Financial analysis and reporting
Reporting familiarity
Basic Math
Written Communication
Good Telephone Etiquette
Customer Service
Attention to Detail
Multitasking Abilities
MS Office
Data Entry
Shipment planning
Decision Making
Critical Thinking
Planning and Coordination
Organization and Time Management
Transaction processing
Collections expertise
Statement preparation
Payment schedule determination
Billing and collections
Accounts Receivable
Account updating
Relationship building
Business Development
Coaching and mentoring
Receiving support
POS systems expert
Account management
Administrative support
Training development aptitude
Accomplishments
- Occupational Safety and Health Committees Training
- Obbies and Interests
- Swimming, Traveling, Reading, Voluntary work
Additional Information
- Additional Information
Swimming, jogging and walking
I walk/jog for an hour everyday and swim once on the weekend.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
CPA Part II Section IV - PASSED - Accounting
KASNEB
06.2020 - 12.2020
Unit Manager
Cytonn Investments Ltd
02.2020
Master of Science - Finance, Finance and Investment Option
University of Nairobi
01.2018 - Current
Financial Advisor
Cytonn Investments Ltd
02.2017 - 01.2020
Finance Coordinator
TNT Express Worldwide (k) Ltd
01.2013 - 10.2015
Customer Service Executive
TNT Express Worldwide (K) Ltd
04.2012 - 12.2012
Bachelor of Commerce - Finance Option
Catholic University of Eastern Africa
08.2007 - 04.2011