felistus mulwa

felistus mulwa

fx and mm dealer

About

A highly trained and qualified professional with over 10 years of broad and diverse experience in bank operations, customer service, relationship and financial management,with proven experience in continuous revenue generation for companies through effective relationship management, sales and provision of quality service to clients at all times

Country

kenya

City

kenya

Industry

banking

Skill

credit, loans, credit analysis, credit risk, banking, insurance, financial analysis, customer service, retail banking, accounting, team leadership

Experience

national bank of kenya (nbk)

business planning manager

national bank of kenya (nbk)

2017-6 - 2019-2 · 1 yr 9 mos

* In this role my duties included: * Managing the Director’s diary and appointments * Facilitating communication between the Director and internal divisions * Updating the Director upcoming commitments and follow up as appropriate. * Drafting communication and responses from the Director to external stake holders. * Completing expense reports; managing correspondence * Coordinating travel, itineraries, and agendas

national bank of kenya (nbk)

bancassurance analyst

national bank of kenya (nbk)

2014-11 - 2016-11 · 2 yrs 1 mo

* In this role my duties included: * Management of the day to day underwriting of the bank’s new business * Ensure strict adherence to set guidelines on business placement and policy issuance * Negotiate competitive terms and analyse quotations from underwriters on new business * Ensure new business premiums are collected and endorsements are done in a timely manner * Provide regular reporting on expected vs. received premiums on new business * Ensure timely issuance of policy documents and cancellation of policies

national bank of kenya (nbk)

personal banking consultant

national bank of kenya (nbk)

2013-4 - 2014-11 · 1 yr 8 mos

* In this role my duties included: * Providing financial advisory to both existing and new clients * Identifying new business opportunities at the welcome desk and in the banking hall * Relationship management which includes providing customer service support to clients * Receiving and processing account, credit card and loan applications * Cross-selling bank products and participating in consultative sales of financial products

national bank of kenya (nbk)

cashier and head cashier

national bank of kenya (nbk)

2011-10 - 2013-3 · 1 yr 6 mos

* In this role my duties included: * Carrying out daily balancing of the branch treasury account and reporting daily on cash balances * Routinely servicing the branch ATMs to ensure they are efficiently running at all times * Repatriation and acquisition of cash to and from central bank and other branches * Supply all tellers in the branch with daily cash and receiving excess cash throughout the day * Maintaining clean and updated branch cash records

national bank of kenya (nbk)

credit analyst

national bank of kenya (nbk)

2010-1 - 2011-9 · 1 yr 9 mos
standard group ltd

it support analyst

standard group ltd

2009-1 - 2009-12 · 1 yr
national bank of kenya

fx and mm dealer

national bank of kenya

2019-3 - Present · 7 yrs 7 mos

* In this role my duties include: * Drive sales and Growing FX revenues by getting new clients through working closely with the Corporate, Institutional & Business Banking Divisions * Continuously coming up with new strategies for increasing treasury sales * Support delivery, availability and visibility of treasury products across the Bank * Ensure that clients are served efficiently by quick pricing, quality input on market * Preparation and circulation of daily treasury bulletins * Training of Branch staff and Relationship Managers on foreign Exchange products * Market research on financial markets effects on Foreign exchange trends * Relay any important information/news to relevant parties promptly to manage risk and maximize gains. * Ensure compliance to internal and statutory requirements.

Education

jomo kenyatta university of agriculture and technology

jomo kenyatta university of agriculture and technology

mathematics

2004-1 - 2007-1 · 3 yrs 1 mo
university of nairobi

university of nairobi

banking

2011-1 - 2013-1 · 2 yrs 1 mo

felistus mulwa's Contact Information

Email

******@***.com

Phone

(**) *** ****

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