DAN SAYI MBEYA
NAIROBI
Summary
Agile and adaptable staff leader with stellar work history, motivational approach and upbeat nature. Skilled at training employees and leveraging organized approaches to handle daily planning, scheduling, and customer service requirements. Forward-thinking and industrious with diplomatic communication style focused on maximizing engagement and satisfaction.
Overview
7
7
years of professional experience
Work History
Shop Manager
BBOXX CAPITAL LIMITED - SOLAR COMPANY
05.2023 - Current
- General running of the shop
- Act as a helpful and informative first point of contact for customers at the shop
- Manage stock, petty cash arrange deliveries from Distribution Centre and transfers to Customers
- Open and close shop each working day
- Attend to clients who seek assistance at the shop (Customer Service)
- Manage shop stock and issue out to Shop Technicians in a timely manner
- Manage and organize all documents used at the shop based on the Service Level Agreements (SLAs)
- Update and submit Daily Shop Reports
- Shop process and Asset management.
Call Agent
BBOXX CAPITAL LIMITED - SOLAR COMPANY
02.2021 - 05.2023
- Answer incoming calls and respond to customer's emails
- Management and resolve customer complaints
- Sell products and place customer orders in the computer system
- Identify and escalate issues to supervisors
- Provide product and service information to customers
- Research required information using available resources
- Research, identify, and resolve customer complaints using applicable software
- Process orders, forms, and application
- Route calls to appropriate resources
- Document all call information according to standard operating procedures
- Recognize, document, and Alert the management team of trends in customer calls
- Follow up customer calls where necessary
- Upsell products and services
- Complete call logs and reports
- Other duties as assigned.
Relationship Officer
NGAO CREDIT
09.2020 - 01.2021
- Research and recommend prospects for new business opportunities
- Research and analyze sales options
- Build and maintain relationships with clients and prospects
- Stay current with trends and competitors to identify improvements or recommend new products
- Collect and analyze information and prepare data and sales reports
- Attend workshops to learn more technical and professional skills for the job
- Build and maintain professional networks
- Meet with potential clients.
Senior Relationship Officer
HYPAC INVESTMENTS
09.2019 - 09.2020
- Creating strategies to develop and expand existing customer's sales
- Successfully closed loans per month
- Recommending loan approvals and denials based on customer loan application reviews
- Working with customers to understand their requirements and provide exceptional service
- Successfully closed average of ten loans per month
- Maintaining strict confidentiality of bank records and client information
- Closely monitoring performance of current portfolio of specialty loans and made changes to achieve performance targets.
Credit Assistant - KIAMBU BRANCH
MYCREDIT LIMITED
06.2019 - 09.2019
- Working with clients to define and implement terms for approved credit requests
- Monitoring clients' abilities and account information to determine appropriate credit approvals decisions
- Verifying application and account details to accurately assess credit and financial risks for potential clients
- Working with needy customers to understand their requirements and provide exceptional service
- Collecting member loans payments
- Maintaining friendly and professional customer relationship because we shall need those customers tomorrow.
- Delivered diverse departmental administrative support to personnel.
- Reduced loan delinquency rates through diligent monitoring of credit accounts and timely follow-ups with clients.
- Maintained accurate records of all credit transactions, including adjustments, payments, charge-offs, and account reconciliations.
Relationship Officer
MYCREDIT LIMITED
08.2018 - 05.2019
- Driving customer recruitment for micro business customers
- Conducting customer engagement initiatives like financial literacy, coaching and mentorship
- Successfully closed average of ten loans per month
- Maintaining friendly and professional customer interactions
- Maintaining strict confidentiality of bank records and client information
- Working with customers to understand their requirements and provide exceptional service
- Originated, reviewed, processed, closed and administered customer loan proposals
- Closely monitoring performance of current portfolio of specialty loans and made changes to achieve.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Maintained and built close relationships with customers through regular contact and visits.
- Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
- Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
SALES EXECUTIVE
MYCREDIT LIMITED
03.2018 - 08.2018
- Conduct market research to identify selling possibilities and evaluate customer needs
- Actively seek out new sales opportunities through cold calling, networking and social media
- Set up meetings with potential clients and listen to their wishes and concerns
- Prepare and deliver appropriate presentations on products and services
- Create frequent reviews and reports with sales and financial data
- Ensure the availability of stock for sales and demonstrations
- Negotiate/close deals and handle complaints or objections
- Collaborate with team members to achieve better results
- Gather feedback from customers or prospects and share with internal teams.
Loans Officer - ATTACHMENT
AFYA CENTER
09.2017 - 11.2017
- Evaluate credit worthiness by processing loan applications and documentation within specified limits
- Interview applicants to determine financial eligibility and feasibility of granting loans
- Determine all applicable ratios and metrics and set up debt payment plans
- Communicate with clients either to request or to provide information
- Justify decisions (approvals/rejections) and report on them
- Complete loan contracts and counsel clients on policies and restrictions
- Update job knowledge on types of loans and other financial services
- Maintain and update account records
- Assess customer needs, explore all options and introduce different types of loans
- Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas
- Operate in compliance with laws and regulations and adhere to lending compliance guidelines
- Go the "extra mile" to build trust relationships, customer loyalty and satisfaction throughout the underwriting process.
Education
Diploma of Business -
COOPERATIVE UNIVERSITY OF KENYA KAREN MAIN CAMPUS
Nairobi, Kenya12.2017
KCSE -
MBALE HIGH SCHOOL
Mbale, Kenya11.2015
KCPE -
EPANG'A PRIMARY SCHOOL
Luanda, Kenya11.2011
Skills
- Customer Service
- Performance Evaluations
- Employee Management
- Health and safety
- Invoicing
- Customer Engagement
- Task Delegation
- Store operations
Accomplishments
- Awarded the best customer service agent the year 2022 - Bboxx Capital Limited.
- Elected Class representative for the student council in the year 2016- Cooperative University OF Kenya.
- Computer Application Certificate.
References
- Mr. Agumbi Victor, +254720171073, v.agumbi@bboxx.co.uk, Customer service Manager- Bboxx Capital Limited.
- Mr. David Wekesa, +254796432442, d.wekesa@bboxx.co.uk, Retail Area Manager - Bboxx Capital Limited.
- Miss. Zipporah Muchiri, +254795765833, zippiemuchiri5@gmail.com, Accountant.
Hobbies and Interests
- Reading
- Travelling
- Adventure
- Meeting new interesting people - Like-minded
Reading
Avid reader with a particular interest in fairytale and folklore. Regularly engage with contemporary literature, historical texts, and thought-provoking non-fiction. This hobby has enhanced my analytical skills and expanded my knowledge base.
Languages
English
Advanced
C1
Kiswahili
Proficient
C2
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Shop Manager
BBOXX CAPITAL LIMITED - SOLAR COMPANY
05.2023 - Current
Call Agent
BBOXX CAPITAL LIMITED - SOLAR COMPANY
02.2021 - 05.2023
Relationship Officer
NGAO CREDIT
09.2020 - 01.2021
Senior Relationship Officer
HYPAC INVESTMENTS
09.2019 - 09.2020
Credit Assistant - KIAMBU BRANCH
MYCREDIT LIMITED
06.2019 - 09.2019
Relationship Officer
MYCREDIT LIMITED
08.2018 - 05.2019
SALES EXECUTIVE
MYCREDIT LIMITED
03.2018 - 08.2018
Loans Officer - ATTACHMENT
AFYA CENTER
09.2017 - 11.2017
Diploma of Business -
COOPERATIVE UNIVERSITY OF KENYA KAREN MAIN CAMPUS
KCSE -
MBALE HIGH SCHOOL
KCPE -
EPANG'A PRIMARY SCHOOL
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