IVOR OCHUKA
Relationship Management
Nairobi
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Proactive manager with demonstrated leadership abilities, strategic planning expertise and problem-solving acumen. Assists senior managers with accomplishing demanding targets by encouraging staff and coordinating resources. Methodical and well-organized in optimizing coverage to meet operational demands.
Overview
9
9
years of professional experience
2
2
Languages
Work History
Assistant Manager Portfolio Management
SBM Bank (Kenya) Limited
08.2018 - 11.2021
- To grow the bank's liabilities, assets and non-funded income in the SME banking sector and managing business risk associated with SME businesses e.g., Portfolio at risk
- To effectively manage and expand the relationships with existing SME banking clients and bringing in new partnerships from existing portfolio so as to ensure business growth and continuity
- To evaluate credit proposals and ensure the credit applications are processed on a timely basis with the Bankʼs set turnaround times
- To ensure compliance with both internal and external regulatory requirements, safeguard and promote the Bankʼs image with the general public.
Assistant Manager - Portfolio Management/Treasury Sales
SBM Bank (Kenya) Ltd / Chase Bank of Kenya
09.2015 - 08.2018
- To grow the bank's liabilities, assets and non-funded income in the SME banking sector and managing business risk associated with SME businesses e.g., Portfolio at risk
- To effectively manage and expand the relationships with existing SME banking clients and bringing in new partnerships from existing portfolio so as to ensure business growth and continuity
- To evaluate credit proposals and ensure the credit applications are processed on a timely basis with the Bankʼs set turnaround times
- To ensure compliance with both internal and external regulatory requirements, safeguard and promote the Bankʼs image with the general public
- Ensure synergy in efforts to meet Forex volume & revenue targets and to ensure compliance with bank and local regulations
- Provide ongoing product training to all business clients Relationship Managers, Business Development and branch staff while keeping abreast of latest trends in the foreign exchange markets and advice customers and staff
- Keep track of Forex Product performance on-going basis while supporting branches in accurate capturing of deals within the blotter
- Assist the Treasury Sales Manager and Head of Treasury in the development and implementation of dynamic sales plans in line with overall product strategy plans
- Ensure to remain alert to the risk of money laundering and assist in the Bankʼs efforts in combating it by adhering to the key principles in relation to: identifying your customer, knowing your customer, reporting suspicions and safeguarding records.
Prestige Personal Banker / Cashier
Barclays Bank of Kenya
09.2013 - 08.2015
- Account opening for SMEs, corporate and relationship management of our various clients across the branch network
- Treasury sales within the branch network; calling and negotiating for dollar, euro and sterling pound rates among other currencies
- Cross selling of credit cards and various personal loans and mortgages to our various bank clients including pushing for digital space for our clients
- Superior customer service to all our clients at the Barclays plaza prestige center including processing of cash and cheque transactions, RTGS and TTs
- Branch taking of minutes during meetings.
Institute Administrator
Ethics and Integrity Institute
09.2012 - 08.2013
- Preparation of monthly financial reports including a proper record of debtors, creditors, assets and liabilities of the Institute and liaising with external vendors, regulators and licensing agencies on all statutory and necessary tax requirements, permits and licenses, signage
- Developing and managing a production schedule for the design development of branded course materials, invitation letters/e-fliers, and the content for event programs and brochures to promote the overall image of the Institute
- Working closely with the executive director and other directors on logistics, scheduling and event attendance and coordination of catering of events and responsible for all high level event planning including the board meetings, international travels and events
- Schedule management meeting and maintenance of proper record of deliberations/ minutes including report writing on trainings conducted
- Maintenance of proper filing of all personnel and consultantsʼ records contract letters, job descriptions, profiles/ curriculum vitae and others including responding to telephone inquiries and directing calls, addressing all client complaints and maintaining a database of clients.
Education
Bachelor of Science - Actuarial Science
Jomo Kenyatta University of Agric. And Tech.
Nairobi Campus 04.2001 -
Skills
Sales Growth
Marketing knowledge
Business Development
Customer Service
Time Management
Customer Relationship Management
Team building
Positive Attitude
Professionalism
Lead Generation
MS Office
Interpersonal Relations
Adaptability
Reliability
Goal Setting
Interpersonal Skills
Excellent Communication
Time management abilities
Problem-Solving
Multitasking
Active Listening
Analytical Thinking
Timeline
Assistant Manager Portfolio Management
SBM Bank (Kenya) Limited
08.2018 - 11.2021
Assistant Manager - Portfolio Management/Treasury Sales
SBM Bank (Kenya) Ltd / Chase Bank of Kenya
09.2015 - 08.2018
Prestige Personal Banker / Cashier
Barclays Bank of Kenya
09.2013 - 08.2015
Institute Administrator
Ethics and Integrity Institute
09.2012 - 08.2013
Bachelor of Science - Actuarial Science
Jomo Kenyatta University of Agric. And Tech.
04.2001 -
Music, Poetry, Wildlife and Traveling
I play the guitar and piano, write poems and enjoy wildlife
Music, Poetry, Wildlife and Traveling
I play the guitar and piano, write poems and enjoy wildlife