Dennis Onyiego
Nairobi,30
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with an adaptable approach. Exceptional knowledge in wealth management, estate planning, and investment. Accomplished with a 2-year history of success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for the future. Navigates multiple demands to provide a high level of service in a fast-paced, deadline-oriented environment. Results-oriented product consultant uses advanced skills gained through training and experience to build a customer base and increases revenue. A trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.
Overview
7
7
years of professional experience
Work History
Financial Advisor
Acorn Holdings
Nairobi, 30
03.2022 - Current
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Delivered strategic investment advice for individual and corporate clients.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Performed due diligence and valuation processes.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Kept client financial plans optimized for current market trends and economic conditions.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
Real Estate Consultant
Ameey Homes
Nairobi, 30
01.2019 - 02.2021
- Generated leads for sales and rental properties through cold calls and referrals.
- Liaised between buyers and sellers to provide positive experiences for both parties.
- Sold a high volume of properties in short timeframes to exceed quotas and maximize business revenue.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated, facilitated and managed real estate transactions.
- Developed and maintained relationships with clients through networking, and cold calling.
- Researched commercial and residential real estate deals.
- Informed home buyers of sales and construction processes.
- Wrote listings detailing and professionally highlighting property features to increase sales chances.
- Worked closely with clients to facilitate appropriate loans and mortgages.
- Advertised client properties through websites, social media, and real estate guides.
- Reviewed market research data and changed sales plans accordingly.
- Assisted clients in financial planning for purchase.
- Maintained connections with clients to encourage repeat business and referrals.
- Maintained inventories and records of sales collaterals and closings.
Digital Marketer
X-TIGI Mobile
Nairobi, 30
10.2017 - 11.2018
- Managed marketing campaigns to cultivate brand awareness and drive website traffic.
- Drove email acquisition and marketing campaigns to support key business initiatives across account management, new business development, and customer experience.
- Masterminded highly successful digital strategies for various platforms to attract customer engagement.
- Spearheaded client meetings to determine project needs and professional requirements and identify the correct course of action to enhance client success.
- Administered marketing calendar and posted new content to coincide with new product and service releases.
- Measured and report performance of all digital marketing campaigns, and assessed against ROI and KPIs.
- Collaborated with internal departments to build digital experiences and achieve marketing goals.
- Identified growth opportunities and develop initiatives to increase market share.
- Created social media content with consistent content and tone.
- Monitored and optimized advertising campaigns using Google, Facebook and Instagram.
- Tracked and capitalized on emerging industry trends to boost campaign performance.
- Provided weekly updates on digital marketing campaigns to clients, discussing strategic initiatives and methods for improvement.
Product Consultant
Infinix Mobile
Nairobi, Nairobi
09.2013 - 07.2017
- Demonstrated products to help customers try out offerings before making purchases.
- Assisted customers with product needs and introduced new store offerings.
- Established long-term customer relationships by using effective communication and active listening skills.
- Compiled and analyzed customer data and reports to prepare for on-site engagements.
- Worked directly with stakeholders and customers to understand the competitive landscape.
- Helped identify product gaps and opportunities to improve product position in the market.
- Reached out to customers after completed sales to suggest additional service or product purchases.
- Attended training and workshops to learn about new products and then shared this information with customers.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Developed highly empathetic client relationships and earned a reputation for exceeding service standard goals.
- Welcomed, greeted, and assisted guests in high-traffic stores, generating revenue in business.
- Recommended products to customers, thoroughly explaining details.
- Surpassed sales goals through the implementation of effective marketing strategies.
Education
No Degree - Business And Managerial Economics
KCA UNIVERSITY
Nairobi, 30Skills
- Investment Opportunity Identification
- Equity and Debt
- Financial Analysis
- Financial Plan Development
- Mutual Fund
- High Net Worth Individuals Marketing
- Financial Knowledge
- Retirement Needs
- Advising on Investments
- Customer Referrals
Additional Information
REFEREES
Donald Kimathi
Acorn holdings
Vuka investment club
General manager
0722809786
Hillary Ngaria
Infinix mobile
Regional manager
0726526608
Robert Ombongi
Ameey Homes
Marketing manager
0721531628
0
Timeline
Financial Advisor
Acorn Holdings
03.2022 - Current
Real Estate Consultant
Ameey Homes
01.2019 - 02.2021
Digital Marketer
X-TIGI Mobile
10.2017 - 11.2018
Product Consultant
Infinix Mobile
09.2013 - 07.2017
No Degree - Business And Managerial Economics
KCA UNIVERSITY
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