IDA ATIENO's Resume

IDA ATIENO

Business Development Manager

Female

BD Manager

Live in Kenya

Nationality

Business Development Manager
APA Life Assurance Limited| Nairobi, Kenya
2025.03-2026.03
(a year)
Develop marketing strategies and follow-up for strategy execution. Develop and maintain relationships with intermediaries. Sourcing and procuring of business in line with the set targets/budgets. Addressing client/customer enquiries and feedback within the timelines stipulated in service charter and/or SLAs signed with respective clients. Reviewing performance of risks through loss ratio reports for both new and existing business. Preparing weekly and monthly reports giving details of individual performance on business acquired/lost and feedback on market practices from customers. Initiating and strengthening direct business relationships with existing and prospective clients to achieve performance targets.
Business Development Manager
Liaison Group| Nairobi, Kenya
2021.04-2025.03
(4 years)
Developed and execute strategic marketing initiatives to achieve new business targets and organizational goals. Built and maintained trusted relationships by fostering partnerships with diverse stakeholders, engaging effectively with clients and beneficiaries through clear communication and proactive interaction. Proposal development and implementation; drafting, follow up, and execution of proposals to close business deals. Pitched compelling presentations to diverse audiences, effectively articulating business value propositions to secure stakeholder buy-in. Conducted market research and analyze current industry trends to inform strategic decisions and identify opportunities. Prospecting and lead generation by identifying and cultivate potential clients to expand the pipeline opportunities. Resolved customer service issues, streamline business operations and provide technical support to enhance client and stakeholder satisfaction. Designed and facilitate training programs on financial literacy and retirement planning. Facilitated training sessions for sales teams and intermediaries to drive access, growth and strengthen partnerships. Offered advisory and consulting services on scheme matters to ensuring alignment with industry legal and regulatory requirements. Liaised with Industry Stakeholders to ensure trustees' decisions are implemented effectively, and service providers operate within their mandated roles.
Assistant Pension Manager
Jubilee Life Insurance Company Limited
2015.10-2021.03
(5 years)
Team leadership of the Mombasa Pension Team to ensure technical support and efficient work flow. Directed strategic initiatives to grow a robust client base within the branch. Client sourcing and growing a meaningful prospect list to convert to new business. Conducted training sessions for intermediaries, enhancing their capacity to promote financial and retirement planning solutions. Conducted member education and training through financial literacy and retirement planning sessions. Ensured clients received superior services by establishing service standards and prescribing service level agreements plus methods of monitoring and evaluation. Attended Trustee meetings and Annual Member General Meetings to provide guidance and advice on scheme matters administration of Scheme. Liaised with the service providers i.e. Fund managers, Fund custodians and auditors to ensure that the Trustees decisions are implemented and that the service providers operated within their mandate. Preparing reports on administration, investments fund position and returns for client presentation and recommendations. Data management by ensuring accurate records for the retirement benefits schemes are kept and KYC data requirements are updated and maintained accordingly.
Marketing officer
APA Life Assurance Limited| Mombasa, Kenya
2013.04-2015.09
(2 years)
Established the Pension Division for the Mombasa branch, laying the foundation for company expansion and growth within the region. Client sourcing and growing a meaningful prospect list to convert to new business. Designed and facilitated community-centered training programs on financial literacy and retirement planning. Collaborated with fund managers and custodians to ensure alignment with regulatory requirements and client needs.
Retirement Benefits Administrator
Alexander Forbes Financial Services Limited| Nairobi, Kenya
2008.04-2011.09
(3 years)
Managed Ugandan client portfolio, designing tailored solutions for diverse cross- border stakeholder needs. Maintained and analyzed data on member personal information and retirement benefit balances, reconcile and update the balances with monthly benefit contributions. Calculation of member benefits at withdrawal including lump sum payments, monthly pension payable and taxation on benefits. Provided client service and advice on the member’s fund and available retirement options. Preparation of quarterly reports on scheme administration and yearly statements on member balances. Attended Trustee meeting and Annual Member General Meetings to provide guidance and advice on administration of Scheme.