JM
Jacob Mungai
Business & Relations Development at Diamond Trust Bank
KenyaWork Experience
Business & Relations Development
Diamond Trust Bank
Nov 2024 - Present -7 months
Kenya
- Job Details:Managing relationships of key accounts of corporates and HNI, meeting assigned targets for profitable sales growth through cross-selling, offering excellent customer service while interacting on distinct channels, participating in product campaigns and activations, gathering customer feedback to improve on banks products, recommending clients to useful financial services, maintaining updated customer contracts and follow-up on accounts to increase transactions, onboarding schemes and schools.
Hyssop Properties
Nov 2022 - Nov 2023 -1 yr
Kenya
- Job Details:Formulating relations with key property clients, corporates and individuals, soliciting, onboarding new clients with full command of the sales process, field marketing and sales, business development and revenue growth, proactively manage relationships with existing and target clients, social media and email marketing, lead generation and execution.
Moffat Bible College
Nov 2017 - Nov 2021 -4 yrs
Kenya
- Job Details:Actively generating leads, following and closing new business, keeping abreast of the competition through market research and recommending way forward, preparing promotional materials, marketing plans, strategies and effecting them, maintaining clients’ records and preparing reports, conducting sales through cold calling, introduction emails and field visits.
Relationship Officer – Retail Banking
Family Bank Limited
Nov 2013 - Nov 2015 -2 yrs
Kenya
- Job Details:Managing a small team successfully through hands-on leadership, delivery of agreed targets; generating leads and closing business, selling liabilities and assets; maintaining customer data, extensively marketing and promoting products and services, assist in organizing promotion events, providing excellent customer service to existing and potential customers, disbursing loans according to set standards, vetting potential clients to counter risks before issuing loans, effecting loan deductions and undertaking loan recovery, providing excellent public relations to existing and potential customers.
Education
Diploma in Theology
presbyterian universityJan 2018 - Jan 2019 - 1 Year
Bachelor's Degree in Tours and Travel Operations Management
MOI UNIVERSITYJan 2003 - Jan 2007 - 4 yr
Bachelor's Degree
Njiri’s High SchoolJan 1998 - Jan 2001 - 3 yr
Bachelor's Degree
Mjini Primary SchoolJan 1988 - Jan 1997 - 9 yr