Paul Muithi

Experience

• 

  DEDAN KIMATHI UNIVERSITY OF TECHNOLOGY (DeKUT)

  Aug 2018 - Nov 2019

  ASSK representative

  Campus Actuarial Students' Society of Kenya (ASSK) representative for Dedan Kimathi University of Technology for the 2018/2019 academic year.Organized Actuarial Science talks in the university.Encouraged members’ attendance at the annual ASSK dinner in 2018 and 2019 at KICC.

• 

  National Hospital Insurance Fund - Kenya

  Jan 2019 - Mar 2019

  Attache

  Record keeping, data entry and filingRegistration of new clients, updating clients' dependents and change of preferred medical facility for the clientsHospital claims processing; Receiving medical claims from hospitals, counterchecking and verifying the claims and approving the claims for paymentAccounting.Skilled at working independently and collaboratively in a team environment.Self-motivated, with a strong sense of personal responsibility.Proven ability to learn quickly and adapt to new situations.Managed time efficiently in order to complete all tasks within deadlines.Organized and detail-oriented with a strong work ethic. Show less

• 

  Pioneer Assurance

  Aug 2020 - Oct 2020

  Financial Advisor

  Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.Developed comprehensive retirement planning strategies to help clients maximize retirement savings.Facilitated new client onboarding process and investment account setup.Analyzed financial needs of clients and developed tailored strategies to meet goals.Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.Developed and maintained strong relationships with clients to maximize satisfaction.Implemented exit strategies for clients to transition out of investments. Show less

• 

  Jirani Smart Ltd

  Oct 2020 - Jan 2024

  Strategizing with sales team to prospect and qualify potential customers within assigned geographic territories.Generating new business with marketing initiatives and strategic plans.Locating and acquiring new business clients by utilizing internal leads, creating a network of contacts and seeking out referrals. In charge of a portfolio of over 400 clients.Training and recruiting new members and groups, handling over 35 groups.Mobilizing savings by members in their respective groups. Ensuring a minimum contribution of Ksh 400 per member per month.Performing client research and identifying opportunities for account growth, account penetration and market expansion.Sales management: Making sales, marketing new products and collection of loan repayments.Increasing sales with execution of full sales cycle processing from initial lead processing through conversion and closing. Managing a loan portfolio of over one million shillings.Completing and submitting monthly and yearly reports to support executive decision making.Fostering lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.Building relationships with colleagues to facilitate teamwork, cooperation and success. Show less

  • Senior Business Development Officer

    Oct 2022 - Jan 2024

  • Business Development Officer

    Oct 2020 - Jan 2024
• 

  Sanlam Kenya

  Mar 2024 - May 2024

  BANCASSURANCE SALES REPRESENTATIVE LIFE

  Conducting market research to identify potential clientsMarketing the company’s life insurance products to prospects and conducting presentations on the product featuresPerforming need analysis on prospects to determine the most appropriate life insurance product for themRegistration and onboarding new clients and underwritingResponding to clients’ concerns, complaints and feedback on time

• 

  GetCash Capital Limited

  May 2024 - now

  Relationship Officer

  Marketing company products to potential clients to achieve 20 new loans monthlyConducting thorough assessment and loan appraisal to determine the feasibility of granting loansMaintaining a client retention rate of over 80% and achieving over 50 repeat loansEnsuring prompt recovery of loans disbursed and accrued interestEnsuring a high standard of customer service delivery and prompt handling of inquiries, complaints and complements