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
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
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