MARY JACQUELINE NJOKI
About Candidate
I am a Bachelor of Commerce graduate with professional skills in sales and marketing, banking, and customer relationship management. I have worked with well-known financial institutions including Absa Bank, KCB, and Indo Africa Finance. I have leveraged critical skills during my work experience, such as customer service, financial analysis, lead generation, portfolio management, and account management. I have efficient interpersonal, problem-solving, customer care, and communication skills. I believe my work experience has ensured I deliver quality results and maintain high levels of professionalism and integrity.
Location
Education
Finished CPA I and II accounting studies
Graduated from the University of Nairobi with a Second Class Honors
Obtained a Pass in Computer Studies
Attended high school studies and obtained Grade B of 66 points
Attended primary school studies and obtained 496/700 marks
Work & Experience
Duties and Responsibilities:
• Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of all Absa Bank Retail products and services.
• Provide direct “hands on” sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales.
• Participate in specific product campaigns by ensuring that the products are explained to customers.
• Own and manage personal products & channel sales targets to contribute towards the direct sales objectives and targets.
• Refer to the appropriate area of delivery for specialist product help or advice (e.g., Schemes or Mortgage) when uncertain about the product delivery or application process.
• Complete account opening documentation together with customers and submit to Line Manager for review before submitting to operations for processing.
• When selling loans to Retail customers, complete financial analysis and statement review on customer accounts.
• Call customers when their accounts have been opened and provide the customer with contact information for the branch at which their account is held.
• Build relationships with internal service providers (Operations and the KYC Helpdesk) to ensure a quick turnaround time of escalated queries and complaints.
Duties and Responsibilities:
• Printed, compiled, and submitted tender documents in compliance with company and client requirements.
• Prepared, signed, and stamped tender documents for official submission.
• Followed up on tender applications to track progress and respond to queries or requests.
• Processed payroll and ensured timely payment of employee salaries and statutory deductions (e.g., PAYE, NHIF, NSSF).
• Supervised junior staff by delegating tasks, monitoring performance, and ensuring timely completion of work.
• Responsible for signing interns weekly report forms and tracking their progress.
• Organized and maintained both physical and digital filing systems for financial and administrative records.
• Maintained accurate records of employee payments and prepared supporting documentation.
• Managed accounts payable and receivable, including invoice processing and reconciliation.
• Liaised with suppliers, clients, and service providers regarding financial matters.
• Ensured compliance with accounting standards and internal controls.
Duties and Responsibilities:
• Opening retail accounts for customers
• Issuing personal loans to clients
• Management of client’s loan portfolios
• Ensuring disbursement of funds has taken place.
• Making call visits for verification of client’s documents
• Creating awareness on credit cards
• Facilitation of mobile banking and internet banking
• Responsible for assisting the Marketing Manager in planning sales budgets.
• Telemarketing and follow-ups.
• Attending to customers’ queries through provision of ample customer care services
• Provision of financial advice to customers
• Establishment of a clientele base
Duties and Responsibilities:
• Opening retail accounts for customers
• Telemarketing the company’s products
• Online marketing according to clients’ preferences
• Maintenance of client loan portfolios
• Processing loans for customers
• Liaising with the credit officer in ensuring disbursement of funds to clients
• Reporting my daily work plan to the Human Resource Manager
• Attending branch meetings and reporting my daily schedule to the Business Development Manager
• Assisting in teller duties as assigned using the Bankers Realm Module