Cicily Wambui

• Support HNI relationship managers in delivering personalized client services
• Handle client onboarding, KYC verification, and account maintenance
• Respond to client inquiries and service requests promptly
• Coordinate with credit, risk, compliance, and operations teams
• Monitor client accounts and ensure smooth service delivery
• Maintain confidentiality of sensitive financial information

• Sold credit and loan products via phone calls
• Explained financial products and repayment terms
• Collected and verified customer information
• Handled objections and converted leads into sales
• Ensured compliance with sales policies

• Managed client portfolios and served as main contact for clients
• Identified client needs and recommended credit solutions
• Oversaw full credit lifecycle including onboarding and applications
• Ensured compliance with credit policies and regulations
• Monitored loan repayments and reduced portfolio risk
• Prepared client performance reports for management

• Supported marketing campaigns and promotions
• Assisted in creating marketing materials
• Identified target customer groups for campaigns

• Conducted field sales and customer engagement
• Generated leads and supported business growth
• Prepared field reports and sales updates