William Akumu 

P.O Box 75266 Nairobi, KE. • Cell (+254) 0721-273222 • Email: akumuw24@gmail.com • DL-UG005.

Profile

A well networked and results focused individual with proven marketing and leadership skills. Able to successfully lead and motivate myself and teams to achieve maximum performance and results. Looking for a suitable role  with a reputable and successful company.

Key skills & Competencies

Leadership & Administration | Problem solving| Driving sales | Presentation | Coaching I Business Development & Retention I Networking

Work Experience

Home Afrika Ltd, Nairobi KE

Senior Relationship Manager    May 2015 – May 2022

Duties and Responsibilities

o   Book appointments with corporate/individuals and visit them in their office to present the company`s products.

o   Achieving and exceeding sales targets, consistently providing detailed reports on sales activities, market trends, and client feedback to enable informed decision-making and refine strategies

o   Follow up prospects till the execution of the sale and after sale service.

o   Carry out site visits to show case the product to the client.

o   Follow up on the work for the clients with the processing department, such as sale agreements, letters of offer, receipts among others

o   Handle correspondences and enquiries through phones or emails and advice clients.

o   Identify institution that have qualified/ needy groups and approach them for demonstration with a view to persuade their clients into our projects/ products.

o   Maintain and update reports of the product and clients uptake on daily basis.

o   Ensure to keep in touch with the client to build a good relationship and strengthen the image of the company.

o   Prepare a sales plan and share with management, give a weekly sales report on the plan, achievements and challenges.

Kenya Women Microfinance Bank, Kisumu

Unit Manager           Sept 2014 – April 2015

Duties and Responsibilities

o   In charge of day to day running of the unit as I verify loan applications to ensure that they are properly assessed, appraised filled and signed.

o   Responsible for meeting sales and collection targets for Individual and the team by following up clients debts by telephone, emails, demand letters and physical visits.

• Supervise and evaluate the performance of unit staff members; provides on-the-job training to new staff as required. Monitors loan case management activities.
• Represent the company in case of meeting within my area of operation
• Produce and submit the branches monthly performance reports.
• Carrying out staff appraisals and managing performance and providing feedback to clients.

• Delegating work to staff and managing their workload and output as well as resolving customer queries.
• Regularly coordinates unit operations with the region programs and operations
• Generate daily, weekly and monthly reports on individual and units performance.
• Administer the operation of the budget established for the unit, motorbike movement and work tickets.
• Provides for the maintenance, security and control of motorbikes and other machines within the unit.

Kenya Women Microfinance Bank, Kisumu

Business Development Officer     March 2011 – August 2014

Duties and responsibilities

o   Involved daily direct management of the assigned 450 client’s portfolio.

o   Client outreach and recruitment of at least 150 new members annually.

o   Maintain contact with clients-giving them regular updates on savings refund and loan applications, procedures and processes.

o   Prompt and complete response to both client and internal enquiries and offering immediate solutions.

o   Prospecting, pitching and closing new group and individual business.

o   Open and mobilize savings in group accounts

o   Proactively market and generate business through client recruitment, training, deposit mobilization and disbursement.

o   Undertake regular calls and visits to customers to ensure effective relations management.

o   Assess, appraise and review all of the loan products and clients businesses.

o   Monitoring the customers for loan repayment, cross selling and business referrals.

o   Review all loan portfolios using the credit reports and develop the action points for the week’s arrears collection.

o   Management of one day/week arrears through the daily monitoring of loans and collection.

o   Access the credit worthiness of individual and group clients and advise on suitable loan options.

o   Disburse monthly to groups and individual clients as per the set targets.

o   Attend all groups’ weekly meetings for arrears collection, training on savings and small scale business enterprises skills.

CfC-Life Assurance Company, Nairobi

Underwriting Clerk        April 2008 – Dec 2010

     Duties and Responsibilities

o   Reinstate approved applications and offer reinstatements to customers whose policies are lapsed

o   Review proposal for insurance and adjust where necessary by reviewing previous files, worksheets

o   Maintain effective business relationships with agents to ensure effective delivery of service to clients.

o   Preparation and dispatch of policy documents to clients.

o   Ensure bankers orders and check off forms are lodged in the system

o   Review suspense items and follow up on outstanding requirements

o   Sole responsibility over data or information and the sensitivity or confidentiality of such data and maintenance of up-to-date hard and electronic filing systems.

o   Provision of general administration support including receiving and assisting visitors                                                                     

Education & Certifications

o   KENYATTA UNIVERSITY (Ongoing-Graduation 2025)

Bachelor of Commerce Degree- Finance Option

o   KENYA INSTITUTE OF MANAGEMENT (KIM)

Oct 06 – April 08               Diploma in Business Management

            April 06 – Sept 06              Advanced Certificate in Business Management

Oct 05 – March 06              Certificate in Business Management

2001– 2004                     Kenya Certificate of Secondary Education

           1992- 2000                     Kenya Certificate of Primary Education

o   Excell Marketing and Training Consultants

August 2015                    Sales and Marketing training skills (Awarded Certificate)

o   Impact Institute

April 2019                        Sales training (skills acquired-Impact sales communication, Effective lead        generation, prospecting and phycology of selling)

o   Certificates of Recognition– Top Performer/Employee of the month(s)

Interests & Hobbies

• Sports-football
• Reading Christian Literature
• Travelling

o   Socializing/networking

References

Bruno Obodha

CEO

Karibu Homes Ltd

P.O Box 43 Parklands Rd, Nairobi

Cell Phone 0712863595

Richard Omunya

Commercial Manager

Home Afrika Ltd, NAIROBI

Cell Phone 0723727354

Onesmus Kinyua

Head of Underwriting Department

CFC-Life Assurance Company,NAIROBI

Cell Phone 0722 780114