C*****a
About Candidate
1. Client Acquisition & Relationship Management
- Identified and onboarded new clients, particularly women entrepreneurs and small business owners.
- Built strong relationships with existing clients, ensuring continuous engagement and satisfaction.
- Conducted field visits and community outreach to promote KWFT’s products and services.
2. Microfinance & Loan Portfolio Management
- Marketed and sold KWFT’s financial products, including business loans, asset financing, and group savings schemes.
- Assessed loan applications by analyzing clients’ financial standing and repayment capacity.
- Managed loan disbursement and ensured timely repayments, minimizing defaults.
3. Financial Advisory & Training
- Provided financial literacy training to clients, helping them understand savings, credit management, and investment strategies
- Assisted women entrepreneurs in structuring their business plans and accessing financial support.
4. Market Research & Business Growth
- Conducted market analysis to identify potential business opportunities and new service areas.
- Developed strategies to increase KWFT’s customer base and revenue growth.
- Monitored competitors’ activities and recommended innovative approaches for business expansion.
5. Compliance & Risk Management
- Ensured adherence to KWFT’s credit policies and regulatory guidelines set by the Central Bank of Kenya (CBK).
- Evaluated and mitigated risks in lending by conducting due diligence on clients.
- Maintained accurate records of transactions and client interactions for auditing purposes.
6. Community Engagement & Women Empowerment
Education
I studied basics and fundamental of insurance practice and risk management. I attained distinction
Work & Experience
1.Leading a team of financial advisors to develop and execute sales strategies. 2.Driving insurance product sales and ensuring high customer satisfaction. 3.Training and mentoring team members to enhance performance and productivity. 4.Building strong client relationships and identifying opportunities for business growth.