KELVIN KIBE MUBENA
Nairobi
Summary
Enthusiastic Senior Financial Advisor promoting a background in bringing on new business opportunities that culminate into profitable clients. Possessing a financial planning certification coupled with extensive strategy skills. Looking to tackle new challenges with a company that values great skills and a strong work ethic. Astute professional in financial advising, known for high productivity and efficient task completion. Possess specialized skills in investment strategy, tax planning, and risk management. Excel in communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed client expectations consistently.
Overview
14
14
years of professional experience
Work History
Senior Financial Advisor
Standard Investments Bank
07.2023 - Current
- Research and identify potential investment opportunities.
- Prepare and present investment proposals to clients.
- Negotiate terms and conditions of investments.
- Monitor and review investments to ensure they are meeting clients' objectives.
- Manage portfolio and investments for customers.
Customer Executive/Branch Operations Lead
Absa bank Kenya PLC
Nairobi
12.2019 - 04.2023
- Analyzed trends in customer service activities and identified areas for improvement.
- Branch Operations
- Sales and marketing
- Ensured compliance with applicable laws and regulations concerning customer service standards.
- Participated in regular meetings with senior management team members to discuss progress towards goals related to customer satisfaction.
- Promoted product value and benefits to increase consumer awareness and enhance sales.
- Coordinated with various departments to ensure accurate delivery of services to clients.
Customer Service Advisor - Teller/Custodian/Compliance Officer
Barclays Bank of Kenya/Absa Bank
Voi/Taveta
11.2012 - 11.2019
- Management of branch records
- Responsible of balanced cash draw at end of day.
- Sales and marketing
- Controlling branch working stock stationery.
- Vault, ATM and M-pesa custodian: reconciliation of M-pesa and Vault
- Sorting of mail, both incoming and outgoing.
- Handling bulk cash inflows and outflows.
- Management of branch supplies: reconciliation, requisition and recording.
- Preparing of payment vouchers.
- Handling of customer complaints and queries.
- Handling of Retail Time Gross Settlement (RTGS) and Telegraphic Transfers.
- Colleague Champion: Planning of successful branch events.
- To check and monitor KYC compliance of application Accounts, loans and Cards to achieve high levels of customer service and operational rigor.
- Assisted customers with inquiries regarding banking products and services.
- Developed relationships with customers through proactive follow-up on orders.
Sales Executive
Co-operative Bank of Kenya
04.2011 - 04.2012
- Marketing of bank products especially Loans, insurance, credit cards and accounts.
- Sales Support to retail and business managers and the bank as a whole.
Education
Bachelor of Arts - Procurement And Supply Management
Mt Kenya Unversity
Nairobi12-2013
Diploma - Banking and Finance
Mt Kenya University
Kenya12-2010
Kenya Certificate of Secondary Education -
Holy Family Sec School
Kenya12-2006
Skills
- Banking
- Data Mining
- Market research
- Sales strategy
- Strategic planning
- Customer relationship management
- Data Analysis
- Sales And Marketing
- Customer Engagement
- Customer Service
- Sales Support
- CRM Proficiency
- Client Retention
- Investment analysis
- Portfolio management
- Client negotiation
References
- Kenneth Murithi, Unit Manager, Standard Investments Bank, kmutotho@sib.co.ke, 0726389286
- Patrick Barasa, Branch Operations Manager, Absa Bank Kenya PLC, Voi Branch, Patrick.barasa@absa.africa, 0725142905
- Michael Amugune, Business Manager, AAR Health, amichael@aar.co.ke, 0725621203
Timeline
Senior Financial Advisor
Standard Investments Bank
07.2023 - Current
Customer Executive/Branch Operations Lead
Absa bank Kenya PLC
12.2019 - 04.2023
Customer Service Advisor - Teller/Custodian/Compliance Officer
Barclays Bank of Kenya/Absa Bank
11.2012 - 11.2019
Sales Executive
Co-operative Bank of Kenya
04.2011 - 04.2012
Bachelor of Arts - Procurement And Supply Management
Mt Kenya Unversity
Diploma - Banking and Finance
Mt Kenya University
Kenya Certificate of Secondary Education -
Holy Family Sec School
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