EKIRAH GATHONI WACHIRA

• Sales and Marketing of all bank products including loans, Accounts and credit cards
• Prospected for both new customers and existing accounts and managed to recruit clients within a month thus increasing our sales
• Ensured that I meet and exceed set sales targets while adhering to sales guidelines in the assigned region & segment as well as being the Key Contact Person
• Negotiated the credit limit for new clients, sold all banks products while ensuring the continuation and enhancement of services
• Worked with the Marketing department to develop and execute Corporate Sales initiatives while doing a follow up on leads generated through retail stores, research and promotional events
• Worked at Telemarketing team to drive online sales.
• Contributed insights during team meetings aimed at optimizing firm-wide processes and procedures for increased efficiency.
• Provided guidance on marketing and sales strategies to help clients reach new customers and increase revenue.
• Collaborated with internal teams to develop comprehensive financial plans tailored to individual client needs.
• Increased client portfolio performance through diligent market research and analysis for optimal asset allocation.
• Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
• Negotiated favorable terms for clients when executing transactions or securing loans, maximizing their financial benefits.
• Streamlined communication processes, ensuring clients received regular updates on their investments and financial plan progress.
• Implemented innovative marketing strategies to increase visibility within the local community and generate leads.
• Facilitated communication and collaboration between departments to help business function smoothly.
• Assisted in the development of training materials for new advisors, improving overall team performance.
• Built and maintained relationships with clients to provide ongoing support.
• Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
• Conducted thorough reviews of clients'' existing financial plans, identifying areas for improvement or adjustment.
• Enhanced client satisfaction by providing expert financial advice and personalized investment strategies.
• Gathered and analyzed customer feedback to inform product and service improvements.
• Planned, developed, and implemented strategies to convey information with key decision makers.
• Participated in networking events to expand professional connections and attract new clientele.
• Proven ability to develop and implement creative solutions to complex problems.
• Demonstrated strong organizational and time management skills while managing multiple projects.
• Demonstrated respect, friendliness and willingness to help wherever needed.

• Advice customers on the adequacy of cover requested for in relation to policies available
• Prospecting and marketing various insurance products to prospective clients
• Ensure that the customers and staff insurable interest assets insured under the branch are renewed in time and premium is paid up
• Market research/ customer feedback to the head office Banc assurance team.
• Attended training sessions on various topics including communication skills, product knowledge updates, compliance regulations, which led to increased confidence in presenting offerings to prospects.
• Recorded and updated customer information in online systems.
• Pitched products and services to potential customers, securing new deals and sales opportunities.
• Implemented time management strategies to maximize daily productivity by prioritizing tasks based on urgency and importance.
• Generated leads and established relationships with potential customers through outbound telephone calls.
• Collaborated with team members on joint projects, leading to increased overall team success rates in securing new clients.
• Served as a mentor for new hires within the telemarketing department by sharing best practices that contributed to their quick integration into the team.
• Followed up with customers to solicit further sales.
• Asked relevant questions to assist customers with selecting needed or requested products and services.
• Completed daily and weekly sales reporting using assigned tools.
• Explained product prices and packages as well as answered questions and addressed concerns of customers.

· Sales and Marketing of all bank products including loans, Accounts and credit cards.

· Prospected for both new customers and existing accounts and managed to recruit clients within a month thus increasing our sales.

· Ensured that I meet and exceed set sales targets while adhering to sales guidelines in the assigned region & segment as well as being the Key Contact Person.

· Negotiated the credit limit for new clients, sold all banks products while ensuring the continuation and enhancement of services.

· Worked with the Marketing department to develop and execute Corporate Sales initiatives while doing a follow up on leads generated through retail stores, research and promotional events.

· Advice customers on the adequacy of cover requested for in relation to policies available.

· Prospecting and marketing various insurance products to prospective clients.

· Ensure that the customers and staff insurable interest assets insured under the branch are renewed in time and premium is paid up.

• Promoted high standards through personal example to help each member understand expected behaviors and standards.
• Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service to new highers.
• Monitored team productivity and provided regular progress reports to senior management, highlighting areas for improvement.
• Optimized customer experience by delivering superior services and effectively troubleshooting issues.
• Organized weekly team meetings to discuss projects, share updates, and address any challenges faced by the team.
• Enhanced team performance by implementing efficient work processes and providing constructive feedback.
• Delegated daily tasks, addressed employee questions and resolved scheduling issues.
• Worked with customer service to handle escalated customer issues.
• Established open and professional relationships with team members to achieve quick resolutions for various issues.