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Sales Representative – Retail Banking
Finance and business analyst at Private Equity Support who prepared investment documentation and is building data analytics skills.
KenyaSales Representative – Retail Banking at Family Bank Limited
Opened and managed customer accounts, conducted KYC verification, and delivered sales targets. Provided front-office customer service and prepared weekly sales reports.
Account ManagementKYCCustomer Due DiligenceSalesCustomer ServiceCash HandlingReconciliationsReporting
Prepared requisitions and payment vouchers, processed payments, and administered operational cash. Maintained accounting documentation and supported banking duties.
Payment ProcessingCash ManagementAccounting Documentation ControlBankingReconciliations
Reviewed financial statements, conducted market research, and prepared investment documentation. Coordinated micro-business coaching and supported tender submissions.
Financial AnalysisMarket ResearchInvestment DocumentationExcelPowerPointBusiness AnalysisCoaching
Monitored inventory transactions, liaised with purchasing, and participated in stocktaking. Tracked equipment and recorded maintenance activities.
Inventory ManagementPurchase OrderStock TakingEquipment TrackingReporting
Billed patients, raised invoices, and recorded transactions in the Fun-Soft system. Assisted in maintaining cashbooks and processing refunds.
BillingInvoicingCashbook ManagementFUNSOFTReportingRefunds
IBM Data Analyst Professional Certificate in progress.
Data Science Bootcamp in progress, building practical skills in Power BI, Excel, SQL and Python.
Master of Science in Finance degree from the University of Nairobi, Kenya, graduated in 2019.
Master of Science in Finance degree from the University of Nairobi, Kenya, graduated in 2019.
Financial Analyst Programme in partnership with Corporate Finance Institute (CFI).
Completed Data & SQL Kickstarter and Python Kickstarter courses.
Completed the Google Data Analytics Professional Certificate.
Bachelor of Economics and Finance degree from Kenyatta University, Kenya, graduated in 2016.
Bachelor of Economics and Finance degree from Kenyatta University, Kenya, graduated in 2016.
Profile sourced from Himalayas.