CAREER PROFILE SUMMARY

Seeking senior-level assignments in Administration, Sales & Marketing, and Business Development & Customer Service with an organization of repute in the financial service industry.

10 years of extensive experience including 5+ in a senior role in management and administration in the financial services industry.

Currently managing; Marketing Operation and Supervision, Business Development and Strategy, and Brand positioning, promotions, and research at Octagon Africa as branch manager.

Believes in an “out-of-the-box” approach to demonstrate products; consistently drives bottom-line performance, efficiency, and process, leads and motivates teams.

Committed to increasing revenue, maximizing performance, and providing the highest levels of products/services.

Principal planner, deft at establishing tie-ups with financially stable and reliable channel partners.

A multi-lingual person with excellent communication, presentation, interpersonal, negotiation, and relationship-building skills.

Jaramogi Oginga Odinga University of Science and Technology: MBA-Strategic Management option.

ST. Paul University: Bachelor of Business Administration Human Resources Option

Christ The King High School: Kenya Certificate of Secondary Education (KCSE), (2008)

College Of Insurance: Enrolled September Intake 2022 Diploma In Insurance

College of Insurance: Certificate of Proficiency(COP)

IRA License 2022

Strategic Planning Sales & Marketing Business Development/Product Launch

Distribution Management Channel Management Market Development & Expansion

Relationship Management Market Analysis Team Motivation & Mentoring IT Skills: Well versed with MS Office, E-Mail and Internet Applications.

Job Title: HEAD OF SALES AND MARKETING WESTER REGION

Octagon Africa (May, 2018 to APRIL, 2022)

Duties and Responsibilities Marketing Operations/Supervision

Guide Sales Leads in preparation before approval of weekly itinerary to ensure regional balancing.

Ensure timely submission of weekly field reports from all team members, review the same pegged on the approved itinerary, evaluate sales against the projections, and offer recommendations.

Coordinate weekly marketing meetings and oversee the timely submission of minutes.

Identify the effectiveness and impact of current marketing initiatives/activities.

Evaluate/appraise and motivate Regional Sales Lead in liaison with the HR dept.

Establish and review sales and marketing goals/targets based on past performance and market forecasts (annually and on a need basis).

Ensure availability of sufficient stocks in liaison with respective production heads.

Plan for the availability of the fleet in liaison with the SOP.

Prepare, monitor, and oversee the marketing budget on a monthly and quarterly basis in order to allocate funds objectively.

Track all marketing and sales data measures and create comprehensive monthly reports for presentation to TMT.

Acts as a representative for the marketing department in important meetings/forums.

Act as a contact/ communication agent between management and the team on pricing e.

Manage communication, updates, and complaints mechanism from customers in liaison with the CRO(s), and SMEs and provide the necessary support.

Business Development and Strategy

Gather customer and market insights to inform strategies for increasing sales and generating more leads.

Facilitate implementation of marketing strategies for the company in line with company strategic goals.

Onboard resellers and oversee retention of existing corporate, walk-in clients, and transporters for sustained orders to meet the cumulative set targets.

Analyze and advise on potential strategic partner relationships for company marketing.

Occasionally arrange meet-ups with prospective clients as well as existing clients to marshal feedback in order to build long-term relationships.

Brand positioning, promotions, and research

Planning and presenting concepts on advertising/promotional campaigns at least semiannually.

Lead the execution of marketing campaigns from start to finish.

Measure and report on the performance of marketing campaigns and assess against goals

Oversee price surveys in liaison with the team from time to time.

Carry out market share surveys semiannually in liaison with the team to analyze growth trends and the impact of competition on decision-making.

Achievements:

Identified and developed project leads through resellers and contractors

Introduced various schemes and acquired new clients.

Participated in various exhibitions, and events for promoting the products.

Job Title: Regional Sales Manager- Western

Britam (July 2015 – April 2018)

Duties and Responsibilities

Developed and implemented a business development strategic plan.

Developed and executed key growth sales strategies, tactics, and action plans and expand customer base.

Own the Product portfolio strategy to ensure the quality of business through management of product mix.

Managed the execution and implementation of the Company’s marketing plans, designs, and activities to establish and maintain brand presence in the market.

Owned the customer retention strategy.

Designed appropriate sales incentives to drive targeted sales remediation while ensuring retention of existing business.

Managed product development, sales, and marketing costs to ensure profitability.

Coordinated and supported the development and innovation of products.

Design a competitive customer experience for all products in the portfolio.

Ensured that all product information/ training material is consistent with the propositions of the product.

Identified and explored new product ideas to support business growth

Oversee related product impact analysis and make changes to comply with all regulations

Oversee the recruitment, motivation, and retention of the sales team.

Directed, guided and managing the performance and career development of portfolio managers.

Key Achievement

Identified and successfully penetrated new market areas within assigned accounts.

Developed vertical sales approach leading to a 10% increase in customer base.

Improved internal sales processes and technology trends to streamline efforts.

PREVIOUS ASSIGNMENTS

2013- 2015 CIC INSURANCE GROUP- UNIT MANAGER

2011- 2012 CIC INSURANCE GROUP; FINANCIAL ADVISOR Retail Life Business

2008 - 2010 Jubilee Insurance Ltd; Financial Advisor Retail Life Business

REFEREE

Name: Davies Omoi

Title: General Manager: Business Development Company: Parsis Insurance

Tel: +254***-***-***

Name: PATRICK MAKHOKHA LIAMBILA

Title: Branch Manager

Britam Insurance Company Limited

Tel: +254-*********

Raymont Momamnyi

Title: G.M

Company: Pesa Bazer Insurance Brokers Ltd Tel: +254-***-***-***

EDUCATION

CORE SKILLS

WORK HISTORY

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