Trade Finance, Investment Analyst and Sales: Unit Trust, Bonds, Stocks and Treasury Bills, Corporate Finance
JOHN THUO WANG'OMBE
Financial Investments & Sales | Contact Center | Derivatives Trading | Financial Analysis
Nairobi
Summary
I demonstrate a strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Am eager to contribute to the team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
7
7
years of professional experience
Work History
Relationship Officer
Springboard Capital Limited
06.2025 - Current
- Maintained and built close relationships with customers through regular contact and visits.
- Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
- Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Contributed to the growth of the branch''s assets under management by consistently meeting sales targets.
- Liaised with clients by phone, email and text messaging to meet client needs and define expectations.
- Increased referral business by actively networking within the community and participating in local events representing the bank.
- Conducted comprehensive financial analyses to identify potential risks and recommend appropriate mitigation strategies to senior management.
Telesales Executive
Umba Micro Finance Bank Limited
10.2024 - 06.2025
- In one of the best African digital bank, am the pioneering team that pitch financing solutions and also investment alternatives through the following approaches;
- Contacting potential or existing customers to inform them about our products and services.
- Seize opportunities to upselling and cross selling UMFB products and closing the sales through the phone.
- Work with the management team to stay updated on product knowledge and be informed of any changes in company policies.
- Taking part in training and other learning opportunities to expand knowledge of company and position.
- Capture Customer details on the CRM both consistently and accurately.
- Monitoring progress made towards improvement initiatives, with clear timelines and milestones.
- Reporting on the number of inbound and outbound calls handled daily, weekly, and monthly.
Customer Retention and Win back Representative
Mogo Auto Kenya Limited
03.2024 - 09.2024
- In a leading car financing institution, I have had the capacity to pitch various asset financing solutions through the following approaches;
- Calling prospective customers and taking them through the various financing products and terms.
- Scheduling customers’ visits to Mogo branches.
- Advising prospective and current customers by answering questions and addressing concerns about Mogo products.
- Meeting Sales targets.
- Assisting Customers in making Loan applications.
Back Office Customer Service Representative
Mogo Auto Kenya Limited
04.2021 - 02.2024
- In a leading car financing institution, I have had the capacity to pitch various asset financing solutions through the following approaches;
- Calling prospective customers and taking them through the various financing products and terms.
- Scheduling customers’ visits to Mogo branches.
- Advising prospective and current customers by answering questions and addressing concerns about Mogo products.
- Meeting Sales targets.
- Assisting Customers in making Loan applications.
Telesales Agent
Mogo Auto Kenya Limited
10.2020 - 05.2021
- In a leading car financing institution, I have had the capacity to pitch various asset financing solutions through the following approaches;
- Calling prospective customers and taking them through the various financing products and terms.
- Scheduling customers’ visits to Mogo branches.
- Advising prospective and current customers by answering questions and addressing concerns about Mogo products.
- Meeting Sales targets.
- Assisting Customers in making Loan applications.
Telesales Department
Zenka Finance Limited
01.2020 - 03.2020
- In financial services I have had the opportunity to approach clients and pitch various financial solutions in the various ways as;
- Contacting clients and persuading them to extend the repayment period of their loan.
- Following contact center scripts when contacting customers and pitching sales.
- Ensuring proper recording, escalation and follow up of customer issues in cases there is a need to.
Cloud Worker
Cloudfactory Academy Kenya
05.2019 - 10.2019
- In the 21st century I have gained techniques and skills in performing online tasks within key areas of Artificial Intelligence such as;
- Acquiring Digital Skills in using online tools such as Google Docs.
- Performing tasks involving self-driven vehicles through Image and Video annotation.
- Transcribing written information from online and data company in USA e.g. ibotta, finisherPx and Hospital Medical Reports.
Finance Intern
Consolidated Bank of Kenya, Head Office, Finance Department
09.2018 - 01.2019
- I had the privilege to get hands on experience in a busy accounting Departments and got intense exposure to various areas such as;
- Raising payment vouchers and the banker’s cheques.
- Reconciliation of the various suspense accounts.
- Updating bank cheque register.
- Issuing of local purchase orders.
- Tagging of assets and updating of the bank register.
Education
Certificate -
ACCA
05-2020
Certificate -
KASNEB
12-2019
Bachelor of Commerce - Finance Option
University of Nairobi
01.2018
Computer Studies
Institute of Advanced Technology
02.2015
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St.Pius X Seminary School
01.2014
Carmelvale Primary School
01.2009
Skills
- Financial forecasting, Accounting & Analysis
- Investment Analysis and Portfolio Management
- Financial Sales
Accomplishments
- Nairobi Stock Exchange Investment Challenge (October - December 2022) Rank 2 nationally
- Executed real time trades of Stocks listed in the Nairobi stock exchange for a period of 3 months on a virtual platform.
- I was able to achieve a return of 483% out of the initial capital.
- First runners up in Car Sales Analyst in Mogo Auto Limited
- Lead management and Digital market analyst at Umba micro finance bank.
Interests
Referee
Fred Ronoh Head of Financial Accounting- Consolidated Bank, Head Office Email- fronoh@consolidated-bank.com Contact: +254 (0) 722 854 837
Charles Wamugo Gacheru Tax Analyst, Kenya Revenue Authority Email- wamugocharles@gmail.com Contact: +254 (0) 701 238 749
Timeline
Relationship Officer
Springboard Capital Limited
06.2025 - Current
Telesales Executive
Umba Micro Finance Bank Limited
10.2024 - 06.2025
Customer Retention and Win back Representative
Mogo Auto Kenya Limited
03.2024 - 09.2024
Back Office Customer Service Representative
Mogo Auto Kenya Limited
04.2021 - 02.2024
Telesales Agent
Mogo Auto Kenya Limited
10.2020 - 05.2021
Telesales Department
Zenka Finance Limited
01.2020 - 03.2020
Cloud Worker
Cloudfactory Academy Kenya
05.2019 - 10.2019
Finance Intern
Consolidated Bank of Kenya, Head Office, Finance Department
09.2018 - 01.2019
Bachelor of Commerce - Finance Option
University of Nairobi
Computer Studies
Institute of Advanced Technology
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St.Pius X Seminary School
Certificate -
ACCA
Certificate -
KASNEB
Carmelvale Primary School
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