CV Profile No.95748

Experience in the following industries :

• Banking, insurance, finance
• Consumer goods
• Distribution, selling, wholesale
• Education, training
• Food-processing industry

Professional experience

• STRATEGIC DEVELOPMENT SPECIALIST
• TRUE SOUTH STRATEGIES
• Since 08.2021
• Key Responsibilities • Project Planning & Strategy Development: Design and develop comprehensive strategies for development programs, including setting objectives, timelines, and key performance indicators (KPIs). • Monitoring & Evaluation (M&E) Frameworks: Create M&E frameworks to track and assess the progress and impact of development initiatives, ensuring alignment with client goals. • Data Collection & Analysis: Oversee data collection processes, ensuring accurate and reliable data is gathered for program evaluation. Analyze this data to assess the effectiveness of projects. • Reporting & Documentation: Prepare detailed reports on the outcomes of evaluations, offering insights and recommendations for improvement to stakeholders and clients. • Stakeholder Engagement: Liaise with various stakeholders, including donors, government agencies, and NGOs, to communicate results and facilitate decision-making based on evaluation outcomes. • Capacity Building: Provide training and guidance to organizations or project teams on effective M&E practices and strategy development. • Risk Management: Identify potential risks in development programs and create strategies to mitigate them, ensuring projects are on track to meet objectives. • Policy Advisory: Advise clients on policy changes or strategic adjustments based on evaluation findings to enhance the effectiveness of development interventions.

• AGENCY MANAGER
• LIBERTY LIFE INSURANCE KENYA LTD
• 09.2016 - 06.2021
• Recruitment and Talent Management ▪ Recruited supervised and motivated Agents on behalf of Liberty Life for the purpose of soliciting, procuring and promptly submitting to Liberty Life applications for insurance and annuity products offered by Liberty Life in Kenya. 2 ▪ Recruited Budgeted annual manpower and ensured retention of the same Training ▪ Offered training and development to Liberty Life Agents indiscriminatingly through Coaching and Mentorship of the Sales Agents. Performance management ▪ Ensured budgeted business targets (production, manpower, persistency, productivity and policy count are met by Agency ▪ Managed the orphaned policy book through objective distribution to the team and monitoring its retention through up-selling ▪ Managed upcoming maturities to positions other solutions to clients ▪ Assisted Agents in goals setting and follow through of their achievement Other responsibilities: ▪ Communicated management policy decisions to the team as and when required ▪ Established and maintained a steady and sound client base and giving lead to the team through sales calls ▪ Conformed to applicable government and insurance regulatory laws, rules and regulations as well as company policy. Ensure Agent’s compliance with the same laws especially in their services to Liberty Life

• Unit Manager
• Madison Insurance GIB
• 09.2016 - 05.2018
• Recruited, motivated and retained a strong sales Unit and its management. ▪ Supervised, appraised and trained the sales Unit management ▪ Successfully, managed production and growth of General business within a Unit. ▪ Generated revenues as per Unit budgets ▪ Managed and minimized the business risk in the Unit. ▪ Successfully built a higher performance ethics in the network among the sales Unit. ▪ Ensured compliance with the relevant authorities for all Financial Advisors. ▪ Generated production and management reports for the Unit. ▪ Successfully monitored Unit operations expenses as budgeted ▪ Successfully opened up new markets with Financial Advisors to achieve the set budgets

• UNIT MANAGER
• CIC INSURANCE LTD KENYA
• 05.2015 - 08.2016
• Recruited and retained a high performing sales team. ▪ To supervise, appraise and train the sales Unit management Successfully managed to increase productivity and growth of ordinary life business within a Unit. ▪ Managed and minimised the business risk in the Unit. ▪ Ensured compliance with the relevant authorities for all Financial Advisors. ▪ Generated monthly production and management reports for the Unit. ▪ Opened up new markets with Financial Advisors to achieve the set budgets ▪ Provided leadership and support to direct reports through training and staff motivation to achieve the operational objectives ▪ Participated in annual strategic planning with the MD ▪ Worked closely with my team to develop quarterly and monthly work plan ▪ Set up and conducted Performance management evaluation for my tea

• UNIT MANAGER
• MADISON INSURANCE LTD KENYA
• 01.2013 - 04.2015
• Unit Manager: Madison Insurance LTD- Jan 2013 to April 2015 While serving at Madison Insurance limited, I managed to set up best performing team and was awarded the best performing unit for three consecutive years; 2013, 2014 and 2015. Key Responsibilities ▪ Actively organized and executed marketing events to create awareness and sell the insurance products. ▪ Led a sales force of 30 high performing and successful sales agents ▪ Opened new markets to the sales force and monitored market share and checking competitors’ activities. ▪ Improved premium collection and delivery of policies through field supervision ▪ Mentored and grew sales force team through in house training and field orientation. ▪ Successfully maintained and monitored persistency of the unit and the branch as a whole.

• ASSISTANT MANAGER BUSINESS BANKING
• KENYA COMMERCIAL BANK LTD -KENYA
• 03.2007 - 11.2010
• Assistant Manager Business Banking: Kenya Commercial Bank- July 2009 to November 2010 Key Responsibilities ▪ Actively developed and increased sales volume of all business products and loans. ▪ Actively marketed and cross sold bank services and products ▪ Retained existing customer base and volume through lower attrition rates and acquisition of new ones. ▪ Assisted customers’ complete account opening and loan application forms. ▪ Ensured account opening documentation is complete and regular prior to allocation of account numbers. ▪ Enhanced customer service through proper management of queues in the banking hall leading to customers’ satisfaction. ▪ Achieved Audit rating of 75% and above. ▪ Mitigated against risks of fraud and forgeries through effective monitoring and adherence to procedures. ▪ Ensured compliance to set business targets. ▪ Compiled and submitted timely, accurate weekly/monthly sales reports. ▪ Handled incoming and outgoing customer mails related to business banking. ▪ Handled customer inquiries and complaint resolution. ▪ Credited appraisals and monitoring of loan portfolio. Graduate clerk at Kenya Commercial Bank- March 2007 to July 2009