Margaret Mbugua

Top-performing professional with 5 years track record of leading successful strategic procedures around opportunity sizing and execution. I am highly experienced in maintaining key financial schedules, forecasting, budgeting, strategy development, and delivering business outcomes. Efficient in stakeholder management and collaboration towards meeting business expectations. Strong interpersonal skills and influencing power. I am competent in driving business results and expectations, analysing actual results against expected performances, and communicating areas for improvement. I am also qualified to develop, evaluate, and implement performance metrics and measure and analyse forecasts to provide management with current perspectives, and well-versed in developing and maintaining continuity of operational procedures and emergency response plans combined with dedication to effective and innovative management techniques to ensure success.

Sales and Marketing at Old Mutual (Kenya) 

February 2018 – Present

Key Achievements:

• Position 1 (2021), Association of Kenya Insurers Award (AKI Awards) Best performing in General Insurance in Kenya 

• Fostered successful relationships with 150+ clients and prospects providing them with specialized financial advice with the number growing by the day. 

• Increased customer satisfaction rating by 4 in every 5 of my clients. 

• Conducted financial Education programs for existing and prospective clients to create awareness of financial wellness. 

• Exceed sales goals for financial products by 4 in a month as opposed to the set target of 2 a month. 

• Promptly resolved customer financial issues and addressed their grievances. 

• Spear-headed a productive and happy work environment, dedicated to the satisfaction of my clients. 

• Proactively providing high-quality tailored investment guidance to my clients with regard to Old Mutual. 

• Continuously building individual client base by attending networking events held in town

Education Contact 

• B.A Economics, Kenyatta University, Kenya August 2015 – December 2020 Second Class Honours
• Certificate of Proficiency in Insurance, College of Insurance, Kenya March 2018 – July 2018 High School
• Diploma, Moi Girls Nairobi, Kenya January 2010 – December 2013 Mean Grade A-