Professional networking
Grace Purity Wanja Njeru
Human Resource Manager
Embu, Embu District
Work Preference
Summary
Dynamic Financial Advisor with a proven track record at Britam Insurance Company, excelling in investment planning and client relations. Expert in developing tailored financial strategies that enhance client portfolios and ensure compliance. Recognized for fostering trust and loyalty, while effectively managing risk and delivering exceptional service to achieve client objectives.
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Hardworking Credit Officer well-versed in reviewing financial documents, preparing loan packages and making recommendations based on risk values. Detail-oriented and thorough with excellent judgment and good verbal and written communication strengths.
Credit professional with comprehensive experience in credit evaluation and risk mitigation. Recognized for fostering collaboration within teams and delivering reliable results, adapting seamlessly to evolving business needs. Expertise in financial analysis, decision making, and client relationship management.
Effective at keeping customer loans in line with bank and legal guidelines through systematic assessments of property values and borrower histories. Dedicated to optimizing bank portfolios by balancing risk with profitability.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Experienced with credit evaluation, risk assessment, and financial analysis. Utilizes strong analytical skills to make informed credit decisions. Knowledge of customer relationship management and regulatory compliance.
Overview
1
1
Language
18
18
years of professional experience
Work History
Financial Advisor
Britam Insurance Company
07.2025 - Current
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Delivered strategic investment advice for individual and corporate clients.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on financial matters, providing tailored recommendations for investment opportunities and products based on individual needs.
- Built personal rapport with clients to enhance loyalty and foster long-term account relationships.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Streamlined new client onboarding and investment account setup to improve client experience and satisfaction.
- Facilitated new client onboarding process and investment account setup.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Credit Officer
Equity Bank Limited
05.2013 - 06.2025
- Evaluated creditworthiness of potential borrowers using thorough research and analysis techniques, minimizing default risks.
- Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
- Reviewed and verified income, credit reports and employment histories for each borrower.
- Managed loan portfolio to ensure timely loan payments and minimize delinquencies.
- Conducted regular account reviews to proactively identify potential risks in the credit portfolio, taking corrective actions as needed.
- Facilitated timely decision-making on loan applications through clear communication with internal stakeholders and prompt resolution of any queries or discrepancies.
- Devised collection recovery strategies to address customer issues and reduce delinquent accounts.
- Assisted in identifying new market opportunities to support business growth initiatives within the credit sector.
- Mentored junior staff members in best practices related to credit analysis, instilling a culture of accuracy and diligence within the team.
Human Resources Intern
Social Initiative And Development for Entrepreneurs Programmes (SIDEP
01.2009 - 01.2010
- Supported HR team in achieving hiring goals by screening resumes, conducting phone interviews, and tracking candidate progress.
- Maintained relationships with personnel using strong collaboration and teamwork skills.
- Collaborated closely with HR specialists in crafting targeted job postings that attracted top talent within various fields.
- Conducted orientations and helped employees complete necessary paperwork to get new hires established and up to speed quickly.
- Compiled and analyzed employee feedback to improve organizational policies.
- Provided logistical support for HR projects, including scheduling meetings and coordinating with vendors.
- Recorded employee complaints and helped resolve conflicts to address issues quickly and promote healthy work environments.
- Assisted with payroll processing tasks ensuring timely payments for all employees without discrepancies.
- Improved organizational filing systems for confidential employee records, resulting in improved accessibility and efficiency.
Human Resources Intern
Mungania Tea Growers Sacco
08.2008 - 10.2008
- Worked with HR team to coordinate company events.
- Posted job openings, screened resumes and scheduled interviews to fill positions with qualified candidates.
- Updated and maintained employee records to respond quickly to requests for information.
- Developed strong written and verbal communication skills.
- Created and updated tracking spreadsheets using MS Excel.
- Answered phone and performed clerical duties to assist human resources department.
- Filed paperwork, sorted, and delivered mail and maintained office organization.
- Assisted human resources and recruiting teams by scheduling phone screens and on-site interviews.
- Managed confidential employee files, maintaining accurate records for performance evaluations, salary adjustments, and promotions.
- Assisted in payroll processing, ensuring accurate and timely compensation for all employees.
- Conducted thorough background checks and employee verifications, ensuring trustworthy workforce.
Education
Bachelor of Arts - Human Resources Management
Kenyatta University
Nairobi, Nairobi Province, Kenya 04.2001 -
Skills
Investment analysis
Investment planning
Portfolio management
Wealth management
Financial planning
Risk analysis
Financial statement review
Compliance assessments
Client acquisition
Client relations
Financial services
Documentation preparation
Delinquency monitoring
Problem-solving
Interests
Listening to music
Reading motivational books
Timeline
Financial Advisor
Britam Insurance Company
07.2025 - Current
Credit Officer
Equity Bank Limited
05.2013 - 06.2025
Human Resources Intern
Social Initiative And Development for Entrepreneurs Programmes (SIDEP
01.2009 - 01.2010
Human Resources Intern
Mungania Tea Growers Sacco
08.2008 - 10.2008
Bachelor of Arts - Human Resources Management
Kenyatta University
04.2001 -