Kelvin Kipkorir
Finance
Eldoret, Uasin Gishu
Summary
Proven track record in enhancing bank revenues and customer satisfaction at Cooperative Bank through effective relationship management and cross-selling. Excelled in financial product knowledge and customer service, achieving significant business growth. Demonstrated strong portfolio management and interpersonal skills, contributing to team success and customer loyalty.
Overview
9
9
years of professional experience
Work History
Personal Banking Officer
Cooperative Bank
04.2023 - 05.2024
- Identified opportunities for cross-selling products, resulting in higher revenues for the bank.
- Enhanced customer satisfaction by proactively addressing and resolving banking concerns.
- Developed strong relationships with customers, leading to increased loyalty and repeat business.
- Collaborated with cross-functional teams to identify opportunities for process improvement within the branch.
- Participated in community events on behalf of the bank to strengthen local ties while promoting brand visibility within target markets.
- Boosted sales of financial products by delivering compelling presentations to potential clients.
- Cross-sold bank products and services to meet customer needs and provide options.
Saleas Executive
Cooperative Bank
01.2022 - 04.2023
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Negotiated and closed profitable sales contracts with new and existing customers to increase loyalty and retention.
- Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
Accounts Assistant Intern
Kenya Reinsurance Corporation
06.2018 - 12.2018
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Supported the accounting team with month-end closing procedures, ensuring timely completion and accurate reporting.
- Assisted in the preparation of accurate financial reports for senior management decision making.
- Improved cash flow management by monitoring accounts receivable and following up on overdue invoices.
Protocal Volunteer
Iaaf Kenya
01.2017 - 12.2017
- Assisted with special events and programs.
- Maintained clean, neat, and operational facilities to serve program needs.
- Supported engaging, fun, and smooth-running events by helping with organization and planning.
- Used strong interpersonal communication skills to convey information to others.
Intern
Consolidated Bank
05.2015 - 12.2015
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Analyzed problems and worked with teams to develop solutions.
- Interacted with customers by phone, email, or in-person to provide information.
Education
CPA -
KINGS COLLEGE
04.2001 -
Bachelor of Commerce - Finance
Catholic University of Eastern Africa
Nairobi, Nairobi Province, Kenya 04.2001 -
Skills
Relationship Management
Timeline
Personal Banking Officer
Cooperative Bank
04.2023 - 05.2024
Saleas Executive
Cooperative Bank
01.2022 - 04.2023
Accounts Assistant Intern
Kenya Reinsurance Corporation
06.2018 - 12.2018
Protocal Volunteer
Iaaf Kenya
01.2017 - 12.2017
Intern
Consolidated Bank
05.2015 - 12.2015
CPA -
KINGS COLLEGE
04.2001 -
Bachelor of Commerce - Finance
Catholic University of Eastern Africa
04.2001 -
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