Polycarp Obura

 I am a resilient, assertive and self driven individual who prioritises targets and keeps resolutions. 

I'm a fast learner who is quick on his feet and ability to forge and maintain valuable relationships.

I am a resilient individual with with natural leadership acumen and keen interest to learn and transfer knowledge to those who need it.

 I am focused on adding value wherever I serve due to my passion to transform lives and better institutions. 

KOPO KOPO KENYA LTD
Sales Executive-Western Region
September 2022- Date
Overall Purpose- Working in collaboration with my colleagues and my regional portfolio manager to 
identify and on-board quality clients. Taking the clients through the on-boarding process and 
monitoring their till activities. Trouble shooting any system user challenges experienced by clients.
Achievement:
On boarded actively transacting and profitable tills.
STANBIC BANK KENYA LIMITED, NAIROBI.
Team Leader - Service Support, Kisumu branch. February 2016 – June 2022
Overall purpose: Work closely with the Branch Manager to Oversee and manage banking operations 
and personnel by offering effective administrative function for the branch, and ensuring that all 
processes and transactions are executed correctly and efficiently, while minimizing risk, and maximizing 
the quality of customers’ experience. Acquisition and on-boarding of customers through strategic sales.
Responsibilities:
▪ Operations and Administration: Backstop the Branch Manager in all operations, including acting as the 
branch manager as and when necessary.
▪ Sales and marketing: Ensuring that individual and team sales targets are met and stretched with the proper mix.▪ Risk and Compliance: Ensure internal controls, compliance, safe custody and physical security 
procedures are in place and adhered to, and that Operational losses, revenue, expenditure, cash 
holdings, blank forms and headcount are within agreed budgets and projections
▪ Cash Flow Management: Overseeing daily Reconciliation of branch suspense account, the 
management of petty cash disbursement and utility and maintaining reports on branch cash and 
financial position.
▪ Customer account management: Actively monitoring and dealing with Dormancy, arrears and 
overdrawn accounts.
▪ Relationship Management: Collaborating with the regional relationship manager in managing their 
portfolio, generating papers and processing instruments.
Achievements:
▪ Led the branch transition for 3 months in 2016 without a Branch Manager or operations manager.
▪ Achieved satisfactory score in branch audits for years 2016, 2017, 2018 and 2019.
▪ Raised branch sales, service and operations standards as reflected in branch financials and Service 
Dashboard. The branch was the top in sales in Western region in 2018, 2019.
▪ Acquired and enhanced vital personal and business customer relationships for the bank.
▪ Branch VAF/IPF champion.
▪ Kisumu Branch Culture Champion 2018-2019. Led the Western regional culture and strategy drives 
which was key in aligning staff behavior and practices to the bank's strategy.
▪ Kisumu branch was the best in customer digital transactions in 2017 under my championship.
Asset Custodian, Karen branch. September 2014 – December 2015
Overall purpose: Assess and understand the risks associated with the control and changes in the 
custody of assets and maintain an effective system of controls in order to reduce the overall exposure 
and thereby minimize risk.
Responsibilities:
▪ Ensure Risk control, compliance, safe custody & physical security procedures in place and adhered to.
▪ Monitoring of cash holdings Ensure that cash holdings do not exceed prescribed limits. Ensure that
sufficient cash levels are maintained to meet normal customer requirements
▪ Monitoring internal controls to ensure their adequacy and effectiveness.
▪ Ensuring effective compliance with agreed limits of authority and levels of access to systems and
information.
▪ Ensuring overall operational readiness and efficiency of the branch infrastructure including premises.

ATMs, systems and physical security requirements.
▪ Negotiating Forex rates as per stipulated guidelines.
Achievements:
▪ Streamlined the branch transactions processing turnaround time thereby creating time for staff to
drive sales.
▪ Led my branch to achieve the best audit rating in cash handling and compliance conducted jointly by
Central Bank of Kenya and Central Bank of South Africa. (2014).
▪ Nominated to the Standard Bank Fraud-Stop draw in South Africa to represent Kenya for successfully
frustrating frauds in the branch in 2015.
▪ Nominated for mark of excellence award for my role in branch leadership and sales.
Frontline Support Officer, Chiromo Branch September 2010 – September 2014.
Responsibilities
 Receiving and conducting due diligence on customer instructions.
 Initiating processing of instructions that have been approved by the supervisors.
 Safe custody and records of branch instruments and instructions.
Achievements:
▪ Processed the highest number of transactions in the entire bank in the year 2010-2012.
▪ Reconciled all the clearing suspense accounts for the branch during systems migration in 2010.
▪ Was the unit liaison person in various projects such as KRA digital payments, Cheque truncation and
Collection services (2011-2013).
▪ Led our Kenyan team to successfully draft the T24 model bank branch user guide. This was adopted for
bank user training.
▪ Recognized by the bank as a Talent (2011-2013). This is a pool of staff who excel in various roles.
Direct Sales Agent, Chiromo Branch December 2008-September 2010.
Responsibilities.
 Identifying and onboarding new clients to the bank.
 Participating in client prospecting and sales activities.
Achievements:
 This was a commission job with a retainer for meeting minimum targets. I managed to meet my 
targets which earned me a permanent branch role in the bank.

Insurance Sales Agent, Kenindia Insurance Company June 2008-December 2008
 Sensitizing customers on insurance products.
 Prospecting and selling insurance products to clients and obtaining referrals from them.
OTHER POSITIONS HELD
TUTORIAL FELLOW – CUEA and UON, Kisumu Campuses September 2016 to 2018.
▪ Lecturing courses in department of Accounting and Finance. Units taught include: Corporate Finance,
Business Finance, Corporate Governance, International Finance, Securities analysis and Public Finance.
▪ Administering assessments and Examinations.
YOUTH TRAINER/FACILITATOR/MENTOR – AVSI international. 
March 2019 to Date

 

EDUCATIONAL BACKGROUND

Certified Public Accountant (CPA - K) | KASNEB |2019
Diploma in Banking | Retail Banking Academy, London | January 2017
Masters of Science (Finance) | University of Nairobi | 2013 - 2015
Bachelor of Science (Mathematics) | Maseno University | 2003 – 2008
KCSE Certificate - Grade A - | Maseno School | 1998 - 2001