Financial Advisor
UAP Old mutual Kenya
Total years of experience :28 years, 5 Months
Some of the responsibilities was to give financial and investments to both individuals and cooperate organization on the methods of investments laid down by the company.
And this was dealing with Education policy, long term investments, servers illness, matter regarding money markets, and all the is by closing the business deals .
Most of the achievements were based on individuals and groups and cooperate orgazitions.
The position entails marketing and closing deals for both leasing and hiring of vehicles and equipment eg earth movers and farm equipment.
Also holding key accounts of different companies, government and learning institutions.
Also making sure that all the clients vehicles and well maintained and serviced . Motivating staff working under my department.
Being the contact person with the bank and working on the loans for the clients who were leasing vehicles from the organization.
The position entails marketing and selling of the products to super markets, government and learning institutions.
Holding key accounts for those institutions that I was dealing with.
Dealing with companies to get the raw materials.
Working with the teams to achieve our targets
Marketing company products to different hotels for their decorations within the hotels.
Holding key accounts for different hotels in regards to hotels
Working wit different team to achieve the targets
Marketing the company to different government and learning institutions and other stake holders on where to go for their holiday destinations.
Organizing for the clients to be picked up from the airport to their booked hotels.
Hiring vehicles to clients both local and international.
Working closely with tour operators to be able to earn achieved targets for the tourism industry.
Attending tourism forums
The position entailed with entering data of all accidents vehicles for the organization.
Visiting the scene of accidents for the company vehicles. Working reporting the accidents to the insurance company for further action.
Writing accident reports to and doing weekly, monthly, and Annual reports and sending them to the transport manager.
Recommending displinary action to the driver's who had been reported to be carless on the course of their duties.
Some of the projects and achievement or activities during my studies was to go out and reach out to different communities, helping in empowering them, the other aspect was to visit the less unfortunate in the society and provide them with food stuffs, visiting children who have been abandoned. This is where we offered our love to them providing food stuffs, clothes, cleaning them and just to share love to them and also to encourage the volunteers to the work they are doing by taking care of the children and that earned us the reconciliation.