Summary
Overview
Work History
Education
Skills
Certification
Referees
Timeline
Generic

Geofrey Mukundi

Gachoki
EMBU

Summary

I aspire to pursue a career that will prove to be very challenging with regard to my varied abilities, knowledge and skills. I aspire to be co-operative, disciplined and reliable therefore, demonstrate a high level of competence.

Overview

3
3
years of professional experience
2
2
Certifications

Work History

Loan Officer

Daima Sacco Ltd
12.2023 - Current
  • Effectively and efficiently serve all customers at the branch. I develop strong partnerships with members and customers thus familiarizing them with available products and services. I generate leads of potential members joining the institution.


  • I have strong interpersonal skills allowing for delivery of relevant guidance tailored to each client's unique circumstances. This has helped me seize income generating opportunities for the institution.


  • I advise customers on loan eligibility and amounts they qualify for. After in-depth interactions with customers I am able to identify what product or service suits them best. I apply keen attention to detail in my conversations with potential customers. This guides my recommendations which I forward to the Branch Manager.


  • Cultivating lasting relationships with satisfied clients that lead to repeat business as well as referrals from friends or family members.


  • Branch operational management. I am in charge of all customer files and office files safe keeping. I also am responsible for timely requisition of office stationery. Further I deputize the Branch Manager and act on their capacity if not present on duty. I serve as a custodian of safe keeping of cash within the Branch.


  • Portfolio management. As the loan officer, appraisals and loan assessment, debt collection are a daily activity. I ensure all relevant documents are annexed on loan forms and post the forms for approval in the system. I generate daily, weekly and monthly reports to monitor product performance and be at par with Branch performance towards set targets. This helps to proactively identify and mitigate risks associated with complex transactions through careful analysis of financial information provided by applicants. It also helps me craft marketing strategies towards achieving and surpassing set targets.


  • Marketing and cross-selling institution products and services. I attend Micro-finance groups where I offer financial literacy education. I adopt various marketing strategies including outbound sales, outbound calls, personal selling and others.


  • Continuously educating oneself on emerging industry trends in the various sectors of the economy. I am proactive towards identifying good investments to advise customers on securing a performing loan.

Sales Representative

Daima Sacco Ltd
02.2022 - 11.2023
  • Recruitment of new members into the Sacco. Inducting new members into the society as per the set targets and advising them on how to grow their portfolio. I also updated the accounts register and filed member records every day.


  • Rigorous marketing and cross selling of Sacco products to tap into unexploited market base. I developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.


  • Collaborated with marketing to create impactful promotional materials for increased brand awareness. I handled marketing of loan products, personal cheques, fixed deposits, shares and deposits and other savings products through field visits, brochures, road shows, storm marketing and inbound marketing.


  • Consistently met or exceeded quotas by implementing strategic sales plans and effective time management. I received a promotion out of good services offered.


  • Implementation of the KYC process. I was at par with knowing my customer needs and requests and informing the relevant authority about customer requests and their recommendations.


  • Follow up on defaulted loans for debt collection. This involved being instructed by the loan officer about loan delinquency reports conducting debt collection as per the instructions given.


  • Field cash collection from members and fully accounting for the same. I handled customer deposits and withdrawal requests within and outside the institution offices. I was involved in preparing daily cash specification reports and handing over reconciled and verified cash to the branch manager on a daily basis.


  • Writing of reports and submitting to the branch manager. Daily activity reports, performance appraisal reports, debt collection reports, loan assessment reports, reports on customer feedback.

Marketing Associate

Sonek Data School
10.2020 - 01.2022
  • Supported the design process of various promotional materials including brochures, flyers, banners, and advertisements.


  • Improved lead generation by optimizing landing pages and implementing conversion rate optimization techniques. I was tasked with writing eye-catching blogs on various social media platforms to complement other marketing strategies and inform the general public about the existence and advantage of associating oneself with the start- up institution.


  • Working closely with fellow sales and marketing staff to conceptualize marketing campaigns and strategies. We conceptualized the entry into new markets for the institution. We developed campaigns on social media and created boot camps in various Kenyan Universities.


  • Proactively identified opportunities to improve online reputation through review monitoring and response strategies. As a start-up we did alot of personal selling.


  • Building rapport with clients. Carefully building strong relationships with clients to deliver loyalty to the institution. I created meaningful relationships with student leaders and club leaders to onboard more and more students to our learning programmes.


  • Leveraged data-driven insights from market research to inform decision-making during client presentations. Tracking client’s preferences, metrics, and media campaigns. I showed attention to detail and took part in surveys about what students felt about the institution and its impact towards their lives. I monitored client’s feedback and escalating complaints were forwarded to the director.


  • Representing the company at product launches, events, and trade shows. I maintained a positive image of the brand at all times and would occasionally represent the company at events upon invitation. I was in-charge of preparation for the company's graduation events and ensuring their success.


  • Spearheaded the development of a comprehensive content calendar, fostering consistent messaging across all channels.

Education

Proffesional Exams - CPA

KASNEB
Embu School Of Accountancy
04.2001 -

Bachelor of Science - Economics And Finance

Mount Kenya University
Thika Main Campus
04.2001 -

Skills

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Certification

DATA ANALYSIS

Referees

  • Rahab Njoki Njeru
    Manager at Daima Sacco Society.
    P.O Box 2032 Embu.
    Mobile:0721-826-252
  • Mr. Njane Solomon
    Director Sonek Consultants and Research Centre.
    Po Box 9626, Nairobi
    Phone No: 0702-465-220
  • Mr James Chomba
    Manager, Client Coverage: Consumer
    sector, Corporate & Investment
    Banking at Stanbic Bank.
    P. O BOX 72833-00200
    Phone no: 0725166911

Timeline

Loan Officer

Daima Sacco Ltd
12.2023 - Current

Sales Representative

Daima Sacco Ltd
02.2022 - 11.2023

PROJECT MANAGEMENT

10-2021

Marketing Associate

Sonek Data School
10.2020 - 01.2022

DATA ANALYSIS

03-2020

Proffesional Exams - CPA

KASNEB
04.2001 -

Bachelor of Science - Economics And Finance

Mount Kenya University
04.2001 -

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