Emmanuel Wanjala Wafula

• Revenue Growth of the Medical business against set targets
• Grow the intermediary portfolio, introducing new intermediaries, directing clients and maintaining relations with existing clients and brokers
• Ensuring quotations are released within the set TAT’s
• Ensuring business retention – target 90%
• Coordinating product presentations to members of staff, exhibition projects &wellness activities
• Prepare, maintain and provide reports that captures sales reports & prospects
• Ensuring intermediary/ client complaints are addressed and resolved on an ongoing basis
• Working with the medical team and continuously developing/ structuring products that will ensure product competitiveness against evolving market trends
• Holding regular meetings with intermediaries
• Ensure seamless onboarding process of new schemes into Jubilee portfolio including provision of advice to department and service providers
• Create mechanisms to build and sustain good relations with clients and Intermediaries
• Support and encourage team spirit by skills, experience and knowledge sharing
• Take part in other projects to gain all round knowledge of JHIL and contribute to non- core responsibilities
• Ensure accurate and timely onboarding of new schemes. Client data base should be up to date, clean and always correct.
• Create awareness and increased uptake of digital platforms e.g. Maisha Fiti, Sasa Doctor &Jubilee wellness cards
• Create, identify, develop and realize opportunities for medical business growth
• Meet the customer Experience set standards on medical business activities
• Develop and implement relevant initiatives to increase production from existing and new distribution channels

• Foster relationships with key Insurance Providers in order to position Finnet Insurance as a strategic partner and digital thought leader
• Grow and defend Finnet market share position and partners
• Explore opportunities to develop new products/ market segments in line with company sales strategy from time to time
• Develop consumer and corporate sales strategies, KPI and track performance against same.
• Lead the sales team and ensure daily & weekly sales plans are in place and that these are being monitored.
• Provide informal coaching and mentoring to the sales team members and ensure that they effectively implement strategies and agreed action plans
• Working closely with the marketing manager to ensure digital ads, are shared at the right time and to the right market.
• To identify and recruit the sales people to push the company products in the different identified markets.
• Performing any other duties as may be assigned by Executive director.

• Grow the intermediary portfolio, introducing new intermediaries, directing clients and maintaining relations with existing clients and brokers
• Ensuring quotations are done within the set TAT's
• Ensuring business retention - target 90%
• Coordinating product presentations to members of staff, exhibition projects
• Prepare, maintain and provide reports that captures sales reports, 30days pipeline.
• Ensuring intermediary/ client complaints are addressed and resolved on an ongoing basis
• Working with the GI team and continuously developing/ structuring products that will ensure product competitiveness against evolving market trends
• Organizing and holding regular meetings with intermediaries
• Create mechanisms to build and sustain good relations with clients and Intermediaries
• Support and encourage team spirit by skills, experience and knowledge sharing
• Organize breakfast & lunch for top agents to motivate them.
• Ensure accurate and timely onboarding of new schemes. Client data base should be up to date, having in mind the AML
• Create, identify, develop and realize opportunities for GI business growths
• Meet the customer Experience set standards on GI
• Develop and implement relevant initiatives to increase production, i.e activations

• Foster relationships with key Insurance Providers in order to position Bima Rahisi as a strategic partner and digital thought leader
• Grow and defend Bima Rahisi's market share position and partners
• Explore opportunities to develop new products/ market segments in line with company sales strategy from time to time
• Develop consumer and corporate sales strategies, KPI and track performance against same.
• Lead the sales team and ensure daily & weekly sales plans are in place and that these are being monitored
• Provide informal coaching and mentoring to the sales team members and ensure that they effectively implement strategies and agreed action plans
• Performing any other duties as may be assigned by Group C.E.O

• Grow the intermediary portfolio, introducing new intermediaries, directing clients and maintaining relations with existing clients and brokers
• Ensuring quotations are released within the set TAT's
• Ensuring business retention - target 90%
• Coordinating product presentations to members of staff, exhibition projects & wellness activities
• Prepare, maintain and provide reports that captures sales reports, 60days pipeline.
• Ensuring intermediary/ client complaints are addressed and resolved on an ongoing basis
• Working with the GI team and continuously developing/ structuring products that will ensure product competitiveness against evolving market trends
• Organizing and holding regular meetings with intermediaries
• Create mechanisms to build and sustain good relations with clients and Intermediaries
• Support and encourage team spirit by skills, experience and knowledge sharing
• Organize breakfast & lunch for top agents to motivate them.
• Ensure accurate and timely onboarding of new schemes. Client data base should be up to date, having in mind the AML
• Create awareness and increased uptake of digital platforms e.g. Virtual cards
• Create, identify, develop and realize opportunities for both Medical & GI business growths
• Meet the customer Experience set standards on both medical & GI
• Develop and implement relevant initiatives to increase production.

• Revenue Growth of the Medical business against set targets
• Grow the intermediary portfolio, introducing new intermediaries, directing clients and maintaining relations with existing clients and brokers
• Ensuring quotations are released within the set TAT's
• Ensuring business retention - target 90%
• Coordinating product presentations to members of staff, exhibition projects & wellness activities
• Prepare, maintain and provide reports that captures sales reports & prospects
• Ensuring intermediary/ client complaints are addressed and resolved on an ongoing basis
• Working with the medical team and continuously developing/ structuring products that will ensure product competitiveness against evolving market trends
• Holding regular meetings with intermediaries
• Ensure seamless onboarding process of new schemes into Jubilee portfolio including provision of advice to department and service providers
• Create mechanisms to build and sustain good relations with clients and Intermediaries
• Support and encourage team spirit by skills, experience and knowledge sharing
• Take part in other projects to gain all round knowledge of JHIL and contribute to noncore responsibilities
• Ensure accurate and timely onboarding of new schemes. Client data base should be up to date, clean and always correct.
• Create awareness and increased uptake of digital platforms e.g. Maisha Fiti, Sasa Doctor & Jubilee wellness cards
• Create, identify, develop and realize opportunities for medical business growth
• Meet the customer Experience set standards on medical business activities
• Develop and implement relevant initiatives to increase production from existing and new distribution channels

• Selling life Insurance, General Insurance, Investments, Pensions

• Worked as an independent agent with various Insurance Companies Sanlam General Insurance, BRITAM Insurance Company LTD.

• Managing and growing a portfolio of Investment, Insurance, pension and medical business.
• Customer relations with different mid-sized companies who are the clients of the company.
• Visiting and organizing presentations, training of a variety of products to the prospective companies' staff and management.
• Customer retention and service delivery-ensuring retention of business on board and through improved services.
• Working hand in hand the Head of Corporate Business-SME & FBO to ensure closure of key businesses.

• Management of Insurance business in the branch through;
• Business growth i.e., generation of new business for the branch.
• Retention of business through ensuring 100% renewal of existing business.
• Maintaining a healthy portfolio mix across different classes of Insurance.
• Handling all customer relationship issues pertaining to Insurance at the Branch.
• Training staff on Insurance product
• Joining with other staff on marketing drives to sensitize customers on the Insurance products offered.
• Assisting the branch particularly the credit department to obtain relevant insurance policies for various assets being financed by the bank or being used as collateral.
• Obtain details of branch top customers and work with HQ and Branch management to follow up and close business.
• Oversee proper filing of customer records and document in the branch.
• Underwrite all the Insurance business in the Branch.

• Balancing currency and coin in cash drawers at the end of the shifts.
• Cashing cheques and paying out money after verifying that signatures are accurate, numerical amounts agree that accounts have sufficient funds.
• Assisting in money transfer payments i.e., MPESA and Airtel Money at the branch
• Transacting money transfer payments of Western Union and Money Gram after comprehensively exercising KYC, CDD, AML and strictly adhering to CBK prudential guidelines.
• Assisting in snap checks at the branch for various business units, I have done so in accounts opening, credit, clearing and card department.
• Assisting the branch customer supervisor in training of staff on various fields. I have assisted in training about monetary policy and Investment Banking.
• Championing of forex dealing at the branch in regards to currency exchange.

I was Involved in making of policy documents and filing them.

• I was involved in making of policy documents and filing them.

• Appraisal and processing of members loans
• Computing members' shares and updating their loan accounts.
• Receiving CHQs and Cash at the Teller Counter after verifying that all policies are strictly adhered to.
• Processing of staff payrolls and medicals.
• Attending to customer queries and feedback at reception.
• Filing and entering members' bio-data into the loan management systems