MOURICE PATRICK OUMA
Summary
I am an ambitious and driven individual with a key interest in the banking sector. Recently graduated with Banking and Finance from KCA university. I have a proven track record of academic excellence and a strong desire to transition my theoretical knowledge into practical skills within a professional environment. My aim is to build a successful career in banking and finance and dedicated to further enhancing my expertise in this dynamic field. with a solid work ethic and a proactive approach to learning, i am poised to make a meaningful and productive contribution to any esteemed banking or financial institution.
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
3
3
years of professional experience
2
2
years of post-secondary education
Work History
Financial Advisor
Britam
Nairobi
10.2025 - 03.2026
- Provided financial advisory services to clients by assessing their financial needs and recommending suitable insurance and investment solutions.
- Actively marketed and sold insurance products, including life and general insurance, to both individual and corporate clients.
- Built and maintained strong client relationships through effective communication, trust, and after-sales support.
- Educated clients on policy benefits, terms, and risk management to support informed decision-making.
- Achieved sales targets through prospecting, client referrals, and effective negotiation skills.
- Maintained accurate client records and complied with company policies and regulatory requirements.
- Nairobi
Attachment at KCAU exams office
KCA University
Nairobi
07.2024 - 12.2024
- Retrieved and verified missing student marks from records and archives
- Responded to student email inquiries regarding exam results and academic records
- Assisted in updating and maintaining accurate examination records
- Supported coordination of exam results processing and documentation
- Handled filing and organization of student academic documents
- Liaised with different departments to resolve discrepancies in student results
- Provided administrative support within the examinations office
- Ensured confidentiality and accuracy when handling student information
Student Engagement Program
KCA University
01.2024 - 07.2024
- Assisting in filling general record management.
- Maintaining up to date register of enquires and following up student issues.
- Collection of requisition.
- Entry of data in the computer.
- Responding to student email.
- Receiving of students booklets from the examination room and allocating them to respective lecturers.
- Performing any other duties as maybe assigned by the supervisor.
- KCA University School of Technology Department
Class Secretary
KCAU
01.2023 - 06.2024
- Influence, motivate and guide others towards achievements of a goal.
- Acted as liaison between students and faculty, coordinating class activities and fostering communication.
Education
Diploma - Banking and Finance
KCA UNIVERSITY
Nairobi , Kenya 01.2023 - 11.2024
Kenya Certificate of Secondary Education -
ST MARY'S SCHOOL YALA
Kenya Certificate of Primary Education -
SOWETO ACADEMY
Skills
- Honest
- Hardworking
- Ethical standards
- Interpersonal skills
- Analytical skills
- Problem solving skills
- Financial analysis
- Financial reporting
- Financial regulations
- Compliance
- Ability to work under pressure
- Client assessment
- Risk management
Personal Information
- Gender: Male
- Nationality: Kenyan
References
Flora Mwamburi, Examination officer KCAU, 0721878290, flora@kcau.ac.ke
Joyce Ndamaiyu +254724287746 Britam Kenya
Dr Rufus Gikera +254797556196 KCAU Exams Office
Languages
- English
- Swahili
- English
Leadership Experience
KCAU class secretary, 01/01/23, 06/30/24, Influence, motivate and guide others towards achievements of a goal., Acted as liaison between students and faculty, coordinating class activities and fostering communication.
Languages
English
First Language
Kiswahili
Beginner
A1
Timeline
Financial Advisor
Britam
10.2025 - 03.2026
Attachment at KCAU exams office
KCA University
07.2024 - 12.2024
Student Engagement Program
KCA University
01.2024 - 07.2024
Diploma - Banking and Finance
KCA UNIVERSITY
01.2023 - 11.2024
Class Secretary
KCAU
01.2023 - 06.2024
Kenya Certificate of Secondary Education -
ST MARY'S SCHOOL YALA
Kenya Certificate of Primary Education -
SOWETO ACADEMY