Peters Koech Sang
Career Banker and Professional Accountant
Nairobi
Summary
Experienced professional with focus on building and maintaining strong client relationships. Capable of driving customer satisfaction and business growth through tailored strategies and effective communication. Skilled in conflict resolution and fostering long-term partnerships.
Steadfast professional with comprehensive management experience and interpersonal skills. Demonstrates integrity and good work ethics in dealing with customers.
Driven professional with talent for building and nurturing client relationships. Skilled in communication and conflict resolution, bringing collaborative approach and strong problem-solving abilities. Dedicated to fostering long-term partnerships and driving client satisfaction to achieve mutual success.
Results-driven Relationship Manager with exemplary leadership, time management and analytical skills. Well-versed with customer relationship management practices and computer software. Responsible professional willing to exceed expectations.
Self-disciplined student seeking experience as a Relationship Manager Exudes high level of professionalism and productivity. Self-driven and motivated to go extra mile to serve and assist customers.
Experienced Relationship Manager with knack for building and nurturing client relationships that drive business growth. Known for transforming client feedback into actionable strategies, leading to improved satisfaction and loyalty. Proven in facilitating partnerships that result in increased revenue and long-term client retention.
Goal-oriented individual seeking to gain work experience and apply leadership skills. Possesses strong objective to serve customers, renew contracts and preserve trusting relationships. Flexible to work in fast-paced environments.
Overview
12
12
years of professional experience
Work History
Relationship Manager-Credit and Underwriting
Equity Bank (Kenya) Ltd
Kapenguria
10.2023 - Current
- Utilised commercial credit and lending experience to meet and exceed customer needs effectively.
- Travelled extensively meeting clients across various regions establishing productive partnerships.
- Prepared engaging presentations to clients, showcasing value propositions and solutions.
- Collaborated with internal stakeholders to optimise operational delivery.
- Managed complex client portfolios to maintain profitable relations.
- Secured favourable terms and agreements for clients through effective negotiation.
- Established strong client relationships by providing exceptional customer service.
- Maintained comprehensive knowledge of market trends, predicted future patterns effectively.
- Increased client retention, fostered trust and loyalty by resolving complaints efficiently.
- Focused on strategic planning for improved operational efficiency.
- Provided training to junior staff enhancing their performance metrics.
- Conducted face-to-face meetings with SME clients, managing portfolio with £50,000/= turnover.
- Fostered a culture of open communication within the team promoting collaboration.
- Complied with relevant regulatory processes with comprehensive understanding of risk management.
- Organised team meetings, facilitated effective communication among members.
- Built effective networks across business areas, fostering relationships based on mutual trust and encouraging collaboration.
- Delivered tailored solutions creating positive client experiences.
- Analysed customer feedback, made necessary improvements in service delivery.
- Achieved high customer satisfaction with regular follow-ups and updates.
- Streamlined internal procedures to increase productivity and efficiency levels.
- Identified potential risks, ensured proper risk management measures were in place.
- Advised clients on financial strategies and tailored solutions to meet unique needs.
- Provided expert guidance on financial products and services, enhancing client understanding.
- Coordinated with cross-functional teams, ensured smooth project execution.
- Achieved revenue growth by adopting needs-based approach, engaging clients and securing new business opportunities.
- Built lasting relationships with key stakeholders through consistent engagement activities.
- Conducted proactive credit risk assessments and customer due diligence reviews for comprehensive understanding of clients.
- Drove sales initiatives that resulted in increased market share.
- Identified and developed new business opportunities, expanding existing client bases.
- Expanded business sustainably by identifying opportunities to grow the portfolio and enhancing client relationships within network.
- Evaluated investment performance, recommending adaptations to maximise profit.
- Assessed client asset portfolios to maximise return on investment.
- Analysed risk across client assets, maintaining investment security.
- Maintained up-to-date knowledge of legislation and policy changes.
Credit Administrator/Assistant RM-Credit
Equity Bank (Kenya) Ltd
Keroka
06.2023 - 12.2023
- Collaborated with sales team to ensure seamless credit approval process.
- Analysed financial statements for more informed lending decisions.
- Achieved faster turnaround times with meticulous documentation review.
- Served as primary point of contact for all matters related to credit control, providing clarity and streamlined communication channels across departments.
- Resolved discrepancies in customer accounts promptly and accurately, improving customer satisfaction levels.
- Liaised between different departments to ensure effective inter-departmental communication.
- Ensured accurate reporting through diligent reconciliation of accounts receivable ledger.
- Improved efficiency by streamlining credit administration processes.
- Reviewed and updated client files for regulatory compliance.
- Enhanced data integrity through rigorous records management.
- Took proactive measures to reduce bad debt cases, strengthening company's financial health over time.
- Maintained low default rates by closely monitoring loan repayments.
- Managed daily administrative tasks, ensuring smooth operations within the credit department.
- Streamlined workflow processes, reducing paperwork and increasing efficiency.
- Provided customer support to resolve billing queries.
- Assisted in audit preparation, leading to a streamlined and efficient auditing process.
- Conducted thorough risk assessments for informed decision-making.
- Monitored outstanding balances and followed up payments.
- Followed up monthly statements with courtesy calls to customers.
- Used appropriate action to deal with bounced direct debit and cheque payments.
- Chased clients to procure payments in line with agreed terms and conditions.
- Escalated serious issues and concerns immediately to supervisor.
- Identified most pressing client debt cases to pursue.
- Contacted customers about overdue payments by phone, letter and email.
- Negotiated terms and conditions, payment plans and settlements.
- Conducted credit checks and monitored credit alerts.
- Uploaded relevant documentation to client portals.
- Minimised risk by proactively advising management of active payment issues.
- Negotiated payment plans suitable for clients.
- Monitored and responded immediately to messages and phone calls regarding credit control issues.
- Developed and cultivated strong professional relationships across company departments.
- Tracked outstanding debtor balances and collected incoming cash on accounts whilst maintaining good customer relationships.
Relationship Officer-Credit-Business loans
Equity Bank (Kenya)Ltd
Kisumu and Keroka
05.2013 - 06.2023
- Established rapport with clients to facilitate open communication lines.
- Conducted customer surveys and recommended ways of improving customer satisfaction.
- Cultivated long-term relationships with customers through consistent follow-up and exceptional service delivery,.
- Reviewed client files to identify opportunities for cross selling.
- Monitored customer activity to recognise account growth possibilities.
- Coordinated with other departments for seamless service delivery to clients.
- Built productive stakeholder relationships to increase engagement with customer activity.
- Addressed potential problems proactively by closely monitoring customer accounts,.
- Kept records of all contact with clients using CRM system.
- Provided personalised attention to each client, making them feel valued and appreciated,.
- Recommended changes in products and services based on feedback from clients, enhancing business offerings.
- Conducted regular follow-ups to ensure client satisfaction levels remained optimal.
- Educated customers about company products, services and special offers.
- Improved customer relationships by addressing their queries and concerns promptly.
- Led service level agreement reviews to confirm customer satisfaction.
- Evaluated consumer data to identify improvement gaps and opportunities.
- Analysed paid and organic website data to enhance Return On Investment (ROI).
Education
Bachelor of Business Administration - Finance and Accounting
Catholic University of Eastern Africa
Nairobi 05.2017
Skills
Business development techniques
undefinedTimeline
Relationship Manager-Credit and Underwriting
Equity Bank (Kenya) Ltd
10.2023 - Current
Credit Administrator/Assistant RM-Credit
Equity Bank (Kenya) Ltd
06.2023 - 12.2023
Relationship Officer-Credit-Business loans
Equity Bank (Kenya)Ltd
05.2013 - 06.2023
Bachelor of Business Administration - Finance and Accounting
Catholic University of Eastern Africa
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