
Andrew Okodo
Banking / Loans
About Andrew Okodo:
To find a challenging position to meet my competences, capabilities, skills, education, experience and give practical solution to help the organization achieve its objective and enhance its corporate strategy by significantly contributing to its growth.
Experience
January 2015-Presesnt CONSOLIDATED BANK OF KENYA LIMITED
Business Development Officer
.
- Meet Business Banking sales targets both in number of accounts and volume and deposits through cross selling to existing customers and acquiring new customers.
- Generate new customers/ new company’s referrals from head office, existing customers, or personal connections
- Review the overall portfolio in a timely manner and recommend appropriate credit facilities in line with the bank’s credit policy to maximize earnings while containing risks to an acceptable level.
- Conducts daily sales calls from prioritized lead lists with the objective of scheduling companies visits / customer’s meetings
- Conducts daily company visits/ customer meetings with the objective of acquiring new customers / selling bank products
- Receive, verify and certify against original; all account application documents and forms from customer
- Check and verify the accuracy, completeness of the documents against the checklist provide according to product lines; KYC/AML compliance requirements
- Follow up on accounts and products opening and process on system
- Communicate to customers on accounts declined
- Handling and monitoring customer enquiries and complaints effectively to ensure retention and loyalty
November 2012-December 2014 CONSOLIDATED BANK OF KENYA LIMITED
Credit Assistant
- Collections, customer service including answering credit line, taking customer inquiries & verifying credit reference information.
- Gathering credit reports, financial histories and other data for credit analysis.
- Follow up on file exceptions and perform monitoring of files for outstanding items from Credit approval
- Communicates to credit and sales manager if sales has submitted a complete submission package
- Support the Bank sales by identifying customer needs and matching them with Banks products and services including follow up complete phone interviews with the customers to close the sale.
July 2011-October 2012 CO-OPERATIVE BANK OF KENYA LIMITED
Direct Sales Representative
· Developing business through marketing and sales of the company’s products which include Accounts and Unsecured Personal Loans.
· Monitoring and Appraisal of the customers’ Account and loan status, giving feedback and advising them where necessary.
· Engaging in meetings and forums on how to offer potential clients services and products that satisfy their particular needs and how to create and retain trust and form a relationship with them
Education
2006 – 2010 Moi University
Bachelor of Science, Microbiology: Second Class Honors
2010-2011 Strathmore University
Diploma in Business and IT
2001 – 2004 Maseno School
Kenya Certificate of Secondary: Education A-
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