
Ann Kariuki
Clerk

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About me
Bancassurance, CPA
Education

Vision Institute of Professionals
-CPA CPA 1-5
University of Nairobi
2010 - 2015Actuarial Science Actuarial Science
Experience

Kenya Commercial Bank
Apr 2014 - Nov 2014ClerkManaged the front desk office and opening of customer accounts• Carried out appraisal of customer for loan approvals and updating of records in the credit department• Carried out client site visits for marketing of new business products

Fortified Benture Company Limited
Apr 2015 - Mar 2016Administration officer• Updated company records to reflect current and past businesses and transactions as well as overall office management• Arranged for company meetings and recorded minutes and managed the company calendar• Arranged for Corporate and CSR events for the company, Business travel and aided during event presentations• Confirmed new staff and assisted in staff orientation

Fortified benture
Apr 2016 - Mar 2017Business development and acquisition officerGathered market intelligence through data analysis and acquired new businesses and projects using this data• Identified emerging trends in the market and using this information for forecasting of company budgets as well as advising our existing clientele on these changes.• Represented the company in forums to measure the growth in business and advise on future investments• Liaised with the sales and marketing executives on new business prospects and potential clients

Equity Bancassurance Intermediary Limited
May 2018 - nowBancassuranceUnderwriting, Marketing, claims and customer relations, banking
Licenses & Certifications

CPA (K)
ICPAK
Volunteer Experience
Credit Officer
Issued by All saints Cathedral Church Sacco on May 2015
Associated with Ann Kariuki
Languages
- enEnglish
- swSwahili
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