
DAVID
Financial Analyst
Male36 y/oAdministrative Specialist/Assistant/Administrative Logistics/General Affairs/Logistics Operations/Supply Chain Manager/SupervisorLive in KenyaNationality Kenya
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Work experience
Financial Analyst
Britam2025.06-Current(5 months)1. Building and maintaining strong customer relationships, providing excellent customer service, and staying updated on industry trends and regulations. 2. Providing financial advisory services to clients 3. Analyzing Client insurance needs 4. Recommending suitable insurance products. 5. Assisting with claims processingRelationship Officer
Credit2018.10-2025.04(7 years)Promoted to manage and deepen relationships with MSME and corporate business clients in the Nairobi East Region (Kayole Branch) – driving marketing, business development of MSME business financing, mortgage, and asset financing solutions, steering deposit growth, supporting trade finance and credit operations. Performance Highlights: • Expanded client base by securing strategic accounts in the manufacturing, health, education, and distillery sectors. • Catalysed 70% growth barely seven months on the job through trade finance solutions, letters of credit, and bank guarantees. • Grew loan book from KES 100M to KES400M and reduced loan portfolio at risk from 8% to 3% over 24 months while overseeing credit operations as the Administrator . • Generated 20% growth in deposit base within 12 months through commercialization of lending solutions to High-Net- Worth clients. . • Sustaining robust audit risk and compliance frameworks by ensuring regulatory compliance, quality audit risk rating for the Branch, and by communicating and articulating the Branch risk and control environment. • Dramatically reduced portfolio-at-risk by mitigating slippages to non-performing loans (NPL) valued at KES 50million. • Actively engaging in weekly Branch Credit Committee meetings as member and Co-chair to discuss and review credit applications at branch level.KEY ACCOUNTS MANAGER
MFI Document Solutions2016.12-2018.08(2 years)Duties and Responsibilities: • Established productive, professional relationships with key personnel in assigned customer accounts • Coordinated the involvement of company personnel, including support, service, and management resources, to meet account performance objectives and customers’ expectations • Informed existing customers on new products and value added services provided by the company. • Proactively assessed, clarified, and validated customer needs on an ongoing basis. • Lead solution development efforts that best addressed customer needs, while coordinating the involvement of all necessary company personnel. • Provided feedback to management regarding customer needs, market dynamics and competitive assessments. • Used customer behavior and statistics to predict likely trend and movement with assigned target customer portfolio for both individual and groupings.Sales and Relations Executive
Eramace car Importers2014.08-2016.09(2 years)Duties and Responsibilities: • Qualified buyers by understanding buyer's requirements and interests; matching requirements and interests to various models; building rapport • Formulated sales plan. • closing sales by overcoming objections; asking for sales; negotiating price; completing sales or purchase contracts; explaining provisions; explaining and offering warranties, services, and financing; collects payment; delivers automobile • Provided sales management information by completing reports. • Attendend car trade Exhibitions, meetings and conferences. • Planned, prepared and delivered strategic sales objectives of the company. • Understanding Customer Concerns and addressing them to satisfaction. • Identify new markets and opportunities. Key Achievements: • Took up administrative duties and ensured effective quality assurance to clients • Consistently maintained professional standards and expertise in the company’s operations.Assistant Supervisor
Kasturi Supermarket2013.05-2013.12(8 months)may 2013 To up to December 2013: Duties and Responsibilities: • Completed store operational requirements by scheduling and assigning employees, following upon work results • Identified current and future customer requirements by Establishing a good rapport with potential and actual customers and other persons to understand service requirements • Placing orders to suppliers • Maintained records and all relevant documents • Ensuring efficient display of all products • Managing deliveries • Deal with any inquiries, complains and monitor customer service • Studying competitor’s behavior, strategies and tactics and respond accordingly • Protecting employees and customers by providing a safe and clean • environment Key Achievements: • Managed the Internal and external communications responsibilities • Contributed to improved operations, cost reductions, and overall performance improvementsIntern
Mount Kenya Bottlers Limited2013.02-2013.04(3 months)Duties and Responsibilities: • Monthly stock Taking • procurement • Matching Goods Received Notes, Delivery Notes with Local Purchase orders • Receiving of Incoming goods from Suppliers • Issuance of items from the Store • Arranging of Items in the store • Disposal of items • Filing and record keeping OTHER SIGNIFICANT
Educational experience
Moi University
Bachelor Of Science In (Strategic Management)2014.12-2018.10(4 years)second class honors(upper Division)
Languages
Chinese (Mandarin)
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