Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
References
Timeline
ProjectManager

DAVID MUTHOMI KITHINJI

Meru,26

Summary

Meet a Passionate Finance Analyst. With verse Knowledge of Marketing, Finance and Accounting. Dynamic 10 years of experience, working with team work with various organizations to reach their full potential in customer and market share growth.

Overview

11
11
years of professional experience

Work History

Branch Operations Assistant

NCBA Bank Kenya PLC
03.2023 - Current
  • Carry out duties of operations assistant against laid down process and procedures and within set limit and TAT.Self-motivated, with a strong sense of personal responsibility.
  • Ensure no revenue leakages by prompt revenue collection.
  • Cross selling the banks product to potential customers.
  • Maintain high level of customer service at all times.
  • Ensure personal growth by continuous learning/Training for self though e-learning internal and external training activities. Proven ability to learn quickly and adapt to new situations.

Branch Operation Assistant-Meru

NCBA Bank Kenya PLC
10.2022 - 02.2023

This was a temporary role.

  • Carry out duties of operations assistant against laid down process and procedures and within set limit and TAT.Self-motivated, with a strong sense of personal responsibility.
  • Ensure no revenue leakages by prompt revenue collection.
  • Cross selling the banks product to potential customers.
  • Maintain high level of customer service at all times.
  • Ensure personal growth by continuous learning/Training for self though e-learning internal and external training activities. Proven ability to learn quickly and adapt to new situations.

Customer Product Advisor

NCBA Bank Kenya PLC
10.2019 - 10.2022
  • Advising customers on the appropriate Financial Product that suits their needs in NCBA Bank.This was my prime responsibility to engage customers and ensure that they are all rounded In terms of utilizing the bank's products.
    A minimum of 4 products per customer gave me a satisfaction that I was doing my duty as per my employer's expectation.
  • Fully engaged with team members to achieve the highest levels of productivity.
  • Consistently working with client satisfaction in mind.
  • Usage of systems effectively for customer contact management, sales and service activity.
  • New customers lead generation, courtesy calling and cross selling of bank products.
  • Sourcing for new business from clients through referrals,
    marketing activities and personal contacts.
  • Identifying and recommending business development
    opportunities
  • Ensuring that the target market selection criterion was adhered to and that we are in full compliance with Know Your Customer (KYC) and Anti Money Laundering (AML)
    requirements.
  • Strong responsibility for ethical selling to customers with complete disclosure about products and services.

Customer Product Advisor

NIC Bank
04.2016 - 09.2019
  • Networking with a wide range of customers from various companies, Small micro Enterprises and Startups
  • Growth of the clientele in NIC BANK
  • Implementation of the Bank Strategy for the 4yrs to Trail blaze towards making NIC Bank a Tier 1 Bank.
  • Fully engaged with team members to achieve the highest levels of productivity.
  • Consistently working with client satisfaction in mind.
  • Usage of systems effectively for customer contact management, sales and service activity.
  • New customers lead generation, courtesy calling and cross selling of bank products.
  • Sourcing for new business from clients through referrals, marketing activities and personal contacts.
  • Identifying and recommending business development opportunities
  • Ensuring that the target market selection criterion was adhered to and that we are in full compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements.
  • Strong responsibility for ethical selling to customers with complete disclosure about products and services.

Customer Attendant and Accountant

Lions Dry Cleaners
09.2015 - 04.2016
  • I received customers and took their service inquiries
  • I worked as an accountant whose main responsibility was to prepare books of accounts and various statement for proper accounting of the business finances.

Account Clerk

Nkubu High School
05.2015 - 08.2015
  • I received various stakeholders service inquires related to account department
  • I prepared various books of accounts and statement for proper accounting of the institution finances.

Mpesa Attendant

Bestloum Mpesa Company Ltd
01.2013 - 04.2013
  • I worked in this subsidiary company dealing with cash withdrawal deposits and other M-pesa Transactions

Education

CIFA - Investments And Finance Analyses

KASNEB
Upper Hill- Nairobi
04.2024

Bachelor of Commerce - Finance

Meru University of And Technology
Meru, Kenya
12.2016

Moi High School Mbiruri
Runyenjes-Embu
12.2012

Kanyakine Boys Boarding School
Kanyakine-Meru
12.2008

Skills

  • Customer service
  • Adaptability
  • Effective Time Management
  • Ability to work in team
  • Financial Analysis

Accomplishments

  • Asset finance certificate of recognition 2018
  • Certificate of Exemplary performance 2019
  • Certificate of Recognition 2nd Runners up Asset Finance Loan Disbursement in Q1 2022

Hobbies and Interests

  • Chess Player
  • Swimming
  • Travelling

References

  • Felix Hezekiel, Regional Asset Finance Manager, NCBA Bank, felix.bundi01@gmail.com, +254-724710159
  • Mr Mburia Modfrey, Director, Co-operative Bank of Kenya, godfreykmburia@gmail.com, 0724352890
  • Mrs Mutembei Penina, teacher, Kanyakine Boys Boarding, +254-72083534

Timeline

Branch Operations Assistant

NCBA Bank Kenya PLC
03.2023 - Current

Branch Operation Assistant-Meru

NCBA Bank Kenya PLC
10.2022 - 02.2023

Customer Product Advisor

NCBA Bank Kenya PLC
10.2019 - 10.2022

Customer Product Advisor

NIC Bank
04.2016 - 09.2019

Customer Attendant and Accountant

Lions Dry Cleaners
09.2015 - 04.2016

Account Clerk

Nkubu High School
05.2015 - 08.2015

Mpesa Attendant

Bestloum Mpesa Company Ltd
01.2013 - 04.2013

CIFA - Investments And Finance Analyses

KASNEB

Bachelor of Commerce - Finance

Meru University of And Technology

Moi High School Mbiruri

Kanyakine Boys Boarding School
DAVID MUTHOMI KITHINJI