Felix Sendora Kyalo
Mombasa
Summary
Prolific and self-driven finance professional with a strong reputation for being industrious and trustworthy. Known for excellent communication and adaptability skills, with a solid academic foundation in financial reporting, banking, financial markets, accounting, risk analysis, and end-of-month reconciliations. Committed to delivering high-quality results and fostering collaborative environments that drive success. Eager to leverage expertise to contribute effectively in dynamic financial settings.
Overview
5
5
years of professional experience
Work History
Customer Service Consultant
KCB Bank - Lamu Branch
11.2024 - Current
- Respond to customer queries and complaints
- Follow up with customers on complaints and requests
- Record customer complaints
- Provide account balances
- Answer phone calls
- Manage pin mailers, including issuance, replacement, and usage demonstrations
- Process and issue account statement requests
- Manage ATM lobby
- Order ATM cards and cheque books
- Prepare customer service reports
Direct Sales Representative
KCB Bank - Mpeketoni branch
10.2023 - 11.2024
- Deliver set sales targets in asset and liability for: Retail Banking, Agri, SAHL, Agent Banking, Mortgage and Bancassurance products.
- Provide excellent customer service.
- Participate in product campaigns to ensure product information is readily available to customers.
- Conduct door-to-door direct selling
- Seek customer feedback on bank products.
- Provide regular sales reports’ credit ability financial statements and their credit ability.
Direct Sales Executive
I&M Bank - Nyali branch
01.2023 - 06.2023
- Sales pipeline management. Meet and exceed all the product objective to the retail and corporate clients. Identify leads through data mining. Identify prospect needs and match to the available products hence closing sales.
- Business development up sell, cross sell, develop and maintain business within existing accounts, manage complex sales situations and sales campaigns.
- Send sales report on a daily, weekly, monthly and quarterly basis to our senior sales team. This helps in forecasting and setting new revenue targets
- Train and advice bank clients on product line by creating demos, presentations and advising on the best option.
- Revenue and target achievement, ensure the set sales and revenue targets are achieved within the given timeframe.
- Portfolio management, ensure all the acquired accounts are performing and updated at any time. Maintain good relationship will all the clients.
- Documentation, carry out thorough KYC when on boarding new clients and ensure all the contract letters are well kept in the safe for future reference.
- Credit analysis, analyse customer financial statements and their credit ability.
Digital Finance Services (DFS) Agent
KCB Bank Kenya Limited-Mtwapa Branch
06.2022 - 11.2022
- Maintaining and growing the existing customers through effective relationship management.
- Delivering on set sales targets MSMES accounts, Lipa na KCB linked tills, Retail financing, activating Vooma agents and Mpesa floats.
- Providing advice, selling and structuring of wide and diverse range of financial solutions customized to best meet the financial needs of customer.
- Actively participating in product campaigns to ensure product information is readily available to customers.
- Excellent customer service.
- Responding promptly to customer enquiries and ensuring customer Satisfaction.
Accounts Assistant
Hasbiz Ventures Limited
10.2021 - 06.2022
- Stock control i.e. issuing and receiving all purchases of stocks.
- Work plan development, proposal and report writing.
- Office administration work. I.e., filing
- Maintenance of accounting, financing jobs and preparation of cash flows, income statement and balance sheet.
- Daily verification of invoices and payment vouchers.
- Performing debit, credit and total accounts on excel spread sheets and booking them using QuickBooks software.
- Petty cash handling
- Preparing customer statements
- Filling tax returns
- Monthly reconciliations of Mpesa transactions.
- Time management.
- Preparing monthly and annual expense forecasts that were required to manage costs in order to achieve the budgetary objectives.
Accounts student trainee
Voyager Beach Resort
06.2021 - 09.2021
- Night auditing.
- Cost control.
- Stock control.
Education
Master of Science - Finance And Investment Analysis
Kabarak University
Nakuru12-2027
Bachelor of commerce - Finance
Mount Kenya University
12-2021
Professional Qualification - Certified Investment And Financial Analysts
KASNEB
LAMU12-2027
Professional Qualification - 2024 CIPIT Data Protection Course
Strathmore University
Nairobi03-2024
Kenya Certificate of Secondary Education -
Mbooni Boy's High School
12-2016
Kenya Certificate of Primary Education -
St. Elizabeth Academy
12-2012
Skills
- Proficient in Microsoft 365
- Customer complaint resolution
- Client acquisition
- Customer relationship management software
- Proficient in investment solutions sales
- Expertise in data protection regulations
- Proficiency in IT and data management
- Inbound call management
- Financial modeling expertise
- Understanding of banking regulations
- Data Analysis & Tools
- M&A and capital markets expertise
- Creative problem solving
- Banking operations support
- Customer service
- Financial statement analysis proficiency
- Data security practices
- Equity valuation methods
Volunteering
November 2025 to date: KCB Scholars Mentor.
Languages
English
Swahili
Timeline
Customer Service Consultant
KCB Bank - Lamu Branch
11.2024 - Current
Direct Sales Representative
KCB Bank - Mpeketoni branch
10.2023 - 11.2024
Direct Sales Executive
I&M Bank - Nyali branch
01.2023 - 06.2023
Digital Finance Services (DFS) Agent
KCB Bank Kenya Limited-Mtwapa Branch
06.2022 - 11.2022
Accounts Assistant
Hasbiz Ventures Limited
10.2021 - 06.2022
Accounts student trainee
Voyager Beach Resort
06.2021 - 09.2021
Master of Science - Finance And Investment Analysis
Kabarak University
Bachelor of commerce - Finance
Mount Kenya University
Professional Qualification - Certified Investment And Financial Analysts
KASNEB
Professional Qualification - 2024 CIPIT Data Protection Course
Strathmore University
Kenya Certificate of Secondary Education -
Mbooni Boy's High School
Kenya Certificate of Primary Education -
St. Elizabeth Academy