CV Profile No.57261

Experience in the following industries :

• Banking, insurance, finance
• Call centers, hotlines
• Services other
• Social, public and human services

Professional experience

• Credit officer
• Tatana Microfinance company
• 01.2021 - 04.2021
• Credit Officer/Loan officer (January2021-To date); works at Tatana Microfinance Company and the key activities includes the following; Process loan applications and verify client’s ability to repay the loan as well as the rate charged. Manage and monitor loan disbursement and collect loan repayment documents. Meeting prospective clients to brief them on the nature of loans given to them and their returns. Prepare periodical loan reconciliation reports (weekly, monthly, quarterly, and annually). Follow up on the loaned area of residence and their working areas to see whether their assets comprehend to the amount they take/need. Respond to queries relating to loan.

• Sales and Marketing executive
• Caliber first group
• 08.2019 - 07.2020
• Meeting clients to broaden the customer base and also increase the sales leads at the time in order to boost the company sales. Creates and presents regular performance reports for managers and executives. Attending trade show and travels to meet clients as needed i.e. new clients and existing clients of the company. Developing sales strategies and approaches for various products and services like use of referral agents, monthly local promotions and many other strategies. Conducting meetings and setting appointments with different customers to increase the number of clients and boost sales of the company with maintaining customer relationship at large. Participating effectively in business development and management solutions implementation. Tracking sales data and works to meet quotas or sales team goals as set by the marketing & sales department. Pushed up sales of the company by introducing various means like influencer marketing, referral agents recruitment and an Out of pocket discount means of selling insurance products.

• Digital Marketing specialist
• Caliber first group
• 11.2019 - 04.2020
• Managing social media platforms of the company by designing and creating digital social media contents to share on social media platforms. Handle all the queries from social media platforms including replying to different questions from followers and all their related Concerns. Designing of the contents to share on social media platforms of the company across all the three departments (Insurance, Construction and publisher). Liaise with different influencers (Influencer marketing) to help grow the social media platforms and reach as many people as possible. Sharing on new products and services with the community on social media platforms to capture their interests. Launching various social media campaigns including the Google ads campaign to help broaden the community reach. Conducting analytics to prepare performance reports of all the social media platforms to the top management.

• Assistant Underwriter
• Caliber Insurance Brokers
• 09.2019 - 04.2020
• Help policyholders settle claims by contacting their respective insurer and assist them in doing a follow-up to the insurer to make sure their claim is settled within a specified period of time. Underwriting both general insurance products and life assurance products to customers in need, having based much on motor insurance, credit life assurance and medical insurance Collecting information from clients applying for insurance packages from the company. Preparation and issuance of insurance cover notes to insured’s before issuance of insurance policies. Screening incoming telephone calls and reply to enquiries within a pre-determined scope and offering high level of customer service while interacting with clients. Attending various insurance trainings on the company’s behalf to learn on what is going on in the brokerage industry and the insurance industry at large. Preparing the stickers to be given to the prospective insured person(which includes filling the stickers once the insured had paid the exact amount required to be paid as premium) Handle policy renewals to existing clients upon the expiry of their insurance contracts. Help policy holders settle claims by contacting their respective insurer and assist them in doing a follow-up to the insurer to make sure their claim is settled within a specified period of time.