MARTIN NGUGI GACHIE
Relationship Officer
Nairobi
Summary
A competent and committed relationship officer with valuable experience of working in the finance departments of major companies. A consistent track record of successfully employing best business practices that improve efficiency, reduce operating costs whilst increasing productivity, all to tight time scales and within budget. Skilled communicator able to provide constructive and insight-filled conversations with customers, business partners, peers and senior leadership.
Overview
13
13
years of professional experience
16
16
years of post-secondary education
Work History
RELATIONSHIP OFFICER CREDIT
EQUITY BANK
Nairobi , Nairobi Province
2014.08 - Current
- Training of groups and members
- Provision of financial services to groups and members
- Asset finance to individual members
- Trade finance champion in branch.
- Completed trades on custom bonds, bid bonds energy derivatives, increasing profits by 20%
- 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
- Maintained strong knowledge of industry trends, sharing insights with clients as part of proactive advisory services
- Established strong client relationships by conducting regular meetings and providing exceptional customer service
- Enhanced team productivity by providing ongoing training and support to junior Relationship Officers
- Increased loan approvals by diligently assessing creditworthiness and recommending suitable lending options
- Conducted comprehensive financial analyses to identify potential risks and recommend appropriate mitigation strategies to senior management
- Conducted comprehensive financial analyses to identify potential risks and recommend appropriate mitigation strategies to senior management.
TRAINER OF TRAINERS
Independent Electoral And Boundaries Commission IEBC
Nairobi , Nairobi Province
2012.11 - 2013.03
- Trained 30 POLL CLERKS in new IEBC election system techniques with engaging PowerPoint presentation
- Registered 3000 new voters in Lari constituency using BVR kit system.
Accounts Assistant
Regent Auctioneers
Nairobi , Nairobi Province
2011.06 - 2012.12
- Slashed late bill charges from vendors to zero by automating payments with QuickBooks
- Wrote Excel macros to automate timekeeping process for payroll
- Kept payroll up-to-date in real time and saved 20 accounting hours per month.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
Education
Some College (No Degree) -
Moody's Certification
Online 2024.01 - 2024.07
Some College (No Degree) -
COLLEGE OF INSURANCE
Nairobi, 30 2024.04 - 2024.05
Bachelor of Arts in Economics and Political Science - undefined
University of Nairobi
NAIROBI, KE 2007.01 - 2011.04
Some College (No Degree) -
ST. CHARLES LWANGA COMPUTER COLLEGE
Kiambu 2006.04 - 2006.06
KCSE CERTIFICATE -
Nyamweru Secondary School
Kiambu 2002.01 - 2005.04
KCPE CERTIFICATE -
Gathaiti Primary School
Kiambu, 13 1994.01 - 2001.04
Skills
Book keeping
Customer Service
Proposal Development
Problem Resolution
Audits and Compliance
Negotiation
Financial Analysis and Planning
Leadership Experience
- Student Coordinator, St. Paul’s Catholic Chapel, 03/01/10, 06/30/10, Coordinating student activities at the church, Receiving incoming calls at the church office
- Messenger
References
- PETER MUCHUME, REGENT AUCTIONEERS, P.O BOX 22826-00400, NAIROBI, 0722 701 348
- MR. J. GATIBARU, NYAMWERU SECONDARY SCHOOL, P.O. BOX 154-00222, UPLANDS, 0720 581 378
- WINCATE GAKII, EQUITY BANK LTD, P.O BOX 20163 – 00200, NAIROBI, 0724 592 808
Timeline
Some College (No Degree) -
COLLEGE OF INSURANCE
2024.04 - 2024.05
Some College (No Degree) -
Moody's Certification
2024.01 - 2024.07
RELATIONSHIP OFFICER CREDIT
EQUITY BANK
2014.08 - Current
TRAINER OF TRAINERS
Independent Electoral And Boundaries Commission IEBC
2012.11 - 2013.03
Accounts Assistant
Regent Auctioneers
2011.06 - 2012.12
Bachelor of Arts in Economics and Political Science - undefined
University of Nairobi
2007.01 - 2011.04
Some College (No Degree) -
ST. CHARLES LWANGA COMPUTER COLLEGE
2006.04 - 2006.06
KCSE CERTIFICATE -
Nyamweru Secondary School
2002.01 - 2005.04
KCPE CERTIFICATE -
Gathaiti Primary School
1994.01 - 2001.04
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