Michael Odongo

An ambitious, astute, and self-driven professional who is a progressive thinker and has a passion for numbers be it finance, accounting, tax, and audit. I have a solid background in Bachelor of Commerce with a specialization in Finance. My objective is to gain valuable experience in these fields in a dynamic environment while also positively impacting lives across the globe. I also aim to actively and potentially participate in the company’s endeavors of meeting its stated SMART goals and advancing my skills.

Dedicated Financial Advisor| April 2024- Current Jubilee Holdings Limited

 Roles: 

● Meeting clients to understand their financial objectives by selling & cross selling of all JAML Investment products and services. 

● Managing, maintaining and building new and existing client relationships.

 ● Preparing and presenting proposals to existing and potential clients 

● Provide direct sales support (quality lead generation and effective follow-up) to generate and convert quality leads into sales. 

● Participate in specific product campaigns by ensuring that the products are explained to customers. ● Assists clients grow their investment portfolios by giving them the right advice on where to invest their money 

● Asks clients pertinent questions to understand their financial goals to advise them correctly on what investment options to take.

 ● Consistently achieving the allocated sales targets. Insurance Sales Agent| Jan 2024 - Current Graes Lilias Insurance Agency Limited 

● Selling insurance contracts packages to insurance clients. ● Providing relevant insurance information to potential client.

 ● Achieving sales target. 

● Promoting the insurance agency and advertising insurance products. 

● Writing reports on daily activities on sales. 

1 Finance Attachee| March 2021- May 2021 Ministry of Transport, Infrastructure, Housing, Urban Development, and Public Works- State Department for Public Works. 

Key Contributions:

• Preparation of monthly payment allocation to regional headquarters to facilitate smooth operations in those headquarters.

 • Filing Financial documents and availing them when the need arose

 • Confirming payments in the IFMIS 

• Reconciliation of books of accounts.

 • Balancing Accounts of both development and recurrent expenditure. 

• Closing accounts.

 • Writing reports. 

• Auditing and accounting for balances.

University of Nairobi | Jan 2018 – May 2022. Bachelor of Commerce – Finance Option (Second Class Lower Division) 

Nyambare Secondary School | Jan 2013 – Nov 2016. Kenya Certificate of Secondary Education (Grade: B+).