Leah Mwangi
Nairobi
Summary
Service-oriented Relationship manager dedicated to driving new business by presenting valuable solutions to client needs. Competitive and intelligent to identify and secure new business. I am well-versed in managing diverse client relationships, fostering partnerships, Strong skills in strategic planning, problem-solving, and communication honed from previous roles.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Relationship Manager -SMEs
Equity Bank Limited
Nairobi
01.2024 - Current
- Conduct regular client meetings to assess progress, discuss opportunities for growth, and address any concerns
- Create marketing materials and presentations for prospective clients
- Provide ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner
- Evaluate customer feedback to identify areas of improvement in products or services offered
- Analyze market trends and identified potential new customers through research activities
- Participate in industry events such as conferences and tradeshows to build brand awareness among prospects
- Monitor competitor activities and evaluated their strengths and weaknesses against our own business objectives
- Assess customer requirements on an ongoing basis in order to provide tailored solutions
- Facilitate the resolution of disputes between customers and the organization in a professional manner
- Address customer questions and concerns regarding products and services
- Analyze client financial statements to offer tailored advice and products
- Provide expert financial advice to clients, enhancing their decision-making process
- Identify opportunities for cross-selling and upselling financial products to meet clients' objectives
Relationship Officer
Equity Bank Limited
Nairobi
10.2022 - 01.2024
- Assisted customers in opening new accounts and resolving any queries or issues they had
- Provided financial advice to clients based on their needs and goals
- Conducted regular reviews of existing client relationships to ensure the highest level of service was provided
- Developed strategies for enhancing customer loyalty through improved engagement initiatives
- Maintained detailed records of all communications with clients, including emails, phone calls, meetings, ensuring accuracy at all times
- Advanced competitive awareness of market trends, products, practices, and local rates through extensive market research
- Achieved client loyalty through quality, productivity, service and proactive management
SALES AND MARKETING COORDINATOR
iTRADE MEDIA
Arizona
02.2021 - 10.2022
- Coordinated with the marketing team to ensure brand consistency in all campaigns
- Maintained relationships with clients through email campaigns, phone calls, and meetings
- Developed and implemented sales strategies to increase market share
- Conducted market research to identify potential customers and their needs
- Compiled weekly and monthly reports of sales activities for management review
- Performed administrative tasks such as scheduling appointments or updating databases
Education
Associate of Arts - Customer Experience
MOODY'S ANALYTICS
10.2024
Associate of Arts - Business Credit
MOODY'S ANALYTICS
03.2024
Associate of Arts - Applied Marketing
THE CHARTERED INSTITUTE OF MARKRTING
05.2021
KENYATTA UNIVERSITY
Nairobi, KenyaSkills
- Customer Portfolio Management
- New business generation
- Customer Service
- Client acquisition
- Banking
- Relationship building and management
- Portfolio Growth
Certification
Certified Insurance Agent
Accomplishments
- Honored as the best employee in the second and third financial quota 2024 (Equity bank -SOL 204)
- Assumed responsibilities of the branch credit manager between 04/24 to date.
- Grew the loan book from zero to 25 Million in 3 months in a new branch (Equity bank SOL ID -204).
- Managed a quality asset portfolio, maintaining a PAR at 2.3 as a relationship officer in Debt Recovery Unit (Equity Bank).
Languages
English, First Language
Timeline
Relationship Manager -SMEs
Equity Bank Limited
01.2024 - Current
Relationship Officer
Equity Bank Limited
10.2022 - 01.2024
SALES AND MARKETING COORDINATOR
iTRADE MEDIA
02.2021 - 10.2022
Certified Insurance Agent
Associate of Arts - Customer Experience
MOODY'S ANALYTICS
Associate of Arts - Business Credit
MOODY'S ANALYTICS
Associate of Arts - Applied Marketing
THE CHARTERED INSTITUTE OF MARKRTING
KENYATTA UNIVERSITY
Similar Profiles
Jaika AlexJaika Alex
Banking Officer at Equity Bank LimitedBanking Officer at Equity Bank Limited
JOE KAGONDUJOE KAGONDU
Assistant Manager Cyber Security Operation Analyst at Equity Bank LimitedAssistant Manager Cyber Security Operation Analyst at Equity Bank Limited
SIMON OTEBASIMON OTEBA
Health, Safety and Environment Officer at Equity Bank LimitedHealth, Safety and Environment Officer at Equity Bank Limited