Summary
Overview
Work History
Education
Participation/ Membership
Professional Highlights
Timeline
OfficeManager
SUSAN WACHERA WAITHAKA

SUSAN WACHERA WAITHAKA

Business Development
Nairobi,Nairobi

Summary

Dynamic and results-driven professional with a strong background in business development, client relationship management, and project coordination. Proven ability to drive sales, execute marketing strategies, and enhance operational efficiency through effective procurement processes. Skilled in event planning, stakeholder engagement, and vendor negotiations with a keen eye for detail and a passion for delivering exceptional customer experiences. Adept at analyzing market trends, optimizing business processes, and contributing to the growth and profitability of an organization. Currently seeking a role in sales, marketing, events coordination, or procurement within the restaurant industry to leverage expertise in strategic planning and execution.

Overview

10
10
years of professional experience
24
24
years of post-secondary education

Work History

Project Coordinator

Believe Interiors by Lina
06.2023 - 05.2024
  • Support the interior design team by managing project timelines, budgets, and resources
  • Communicate with clients, vendors, and contractors to coordinate project logistics and ensure smooth execution
  • Maintain detailed project documentation, including contracts, purchase orders, and design specifications
  • Conduct site visits and inspections to monitor progress, address issues, and ensure adherence to design plans and quality standards

Business Development Officer

Madison Investment Managers
03.2021 - Current
  • Grow sales of Unit Trust Funds and Wealth Management products marketed to the Retail Business Sectors
  • Client retention through relationship building and management
  • Actively engage with regional agents for business acquisition
  • Recruit and train new Retail agents
  • Organize sales activation activities for the retail clients
  • Work closely with the marketing team to manage marketing activities and generate increased production from the targeted sectors

Wealth Market Product and Sales Assistant

Standard Chartered Bank
04.2019 - 12.2019
  • Responsible for foreign exchange and money market sales and solutions as well as forecasting and advising clients on financial markets
  • Provide timely analysis of market research and product information
  • Provide advice to clients and Relationship managers to meet the desired investment performance requirements on Fixed Income
  • Setting up preferential rates on foreign currency for clients
  • Updating bond status and developing fixed income proposals for the frontline team

Credit Risk Officer

Standard Chartered Bank
10.2016 - 04.2017
  • Timely extension of limits in Single Customer identifier (SCI) upon receipt of approved documents
  • Updating of approved case IDs from client due diligence and creation of new clients in SCI
  • Maintaining an up-to-date data in the Transaction Processing Systems with all instructions updated
  • Minimize exposure and impacts of credit risks through due diligence processes

Intern

Commission on Revenue Allocation
06.2015 - 10.2015
  • Conducting research to investigate the multiplier effects of Olkaria geothermal plant on the national economy
  • Assisting the directorate in the strengthening of government capacity for negotiation with international oil and gas companies
  • Assisting in the management of environmental concerns in the discovery of natural resources
  • Organizing for and attending workshops as well as writing reports on the workshops
  • Standing in for the Commission Librarian as the secretary for all KEPTAP meetings as well as keeping the files in the library up-to-date

Education

M.A - Economics

University of Nairobi
01.2018 - Current

B.A - Economics and Statistics

University of Nairobi
01.2012 - 04.2015

Kenya Certificate of Secondary Education - undefined

Precious Blood Secondary School
01.2008 - 04.2011

Kenya Certificate of Primary Education - undefined

St. Mary’s Sportsview Academy
01.1997 - 04.2007

Participation/ Membership

  • Participated in the Kenya Petroleum Technical Assistance Project (KEPTAP) conference organized by the National Treasury.
  • Member of The Economic Analysts Group (T.E.A.G); which nurtures students to not only be economists but also financial analysts, researchers and even statisticians.
  • Member of Economic Student Association (ECOSA) of the University of Nairobi.
  • Member of the Model United Nations as well as the Junior Achievement club in high school.

Professional Highlights

  • At the Commission on Revenue Allocation, I was part of a team that worked on the Kenya Petroleum Technical Assistance project (KEPTAP) and this led to the appointment as acting secretary for all KEPTAP meetings as well working on creating an oil and gas resource center for the commission and this was accessible to all the county oil stakeholders.
  • As a sales assistant at Standard Chartered Bank, I managed to successfully actualize the Auto Forex project which digitizes the setting up of clients on preferred rates for their foreign exchange transactions. Since the project began, we managed to set up over 20,000 clients and this saw the forex revenue grow by 30%.
  • I was part of the team that streamlined the process of fixed income bookings by leading the operation of the digitized fixed income booking tool. This greatly increased efficiency as well as grew revenue by reducing cancellation of booked deals to less than 1%. As a result, we were able to increase customer satisfaction by meeting their investment requirements.

Timeline

Project Coordinator

Believe Interiors by Lina
06.2023 - 05.2024

Business Development Officer

Madison Investment Managers
03.2021 - Current

Wealth Market Product and Sales Assistant

Standard Chartered Bank
04.2019 - 12.2019

M.A - Economics

University of Nairobi
01.2018 - Current

Credit Risk Officer

Standard Chartered Bank
10.2016 - 04.2017

Intern

Commission on Revenue Allocation
06.2015 - 10.2015

B.A - Economics and Statistics

University of Nairobi
01.2012 - 04.2015

Kenya Certificate of Secondary Education - undefined

Precious Blood Secondary School
01.2008 - 04.2011

Kenya Certificate of Primary Education - undefined

St. Mary’s Sportsview Academy
01.1997 - 04.2007
SUSAN WACHERA WAITHAKABusiness Development