FREDRICK ALUMA

Fredrick aluma

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  • Timeline

  • About me

    Relationship Officer- Business and SME LETSHEGO Kenya LTD

  • Education

    • Ridgeways boys academy

      2003 - 2003
      O levels kcse

      Activities and Societies: Christian Union Drama and Debate Maths Club O Levels KCSE

    • Lifeskills school

      2002 - 2002
      Certificate certificate

      Activities and Societies: Basic Theology Bible Survey Communication Entrepreneurship Counselling Basic computer skills Hemanutics Communication skillsEnterpreneurshipSpiritual foundationsBible surveyBasic computer skillsBasic counselling skills

    • Upper hill school

      1998 - 2001
      O levels kcse

      Activities and Societies: Art Club Athletics Attend classesTake notes and study Complete assignmentsSit for continous and end of term assesment tests

    • Embakasi primary school

      1990 - 1997
      O levels primary kcpe

      Activities and Societies: Drama and Music Debate Athletics O levels KCPE

    • Egerton university

      2005 - 2010
      Science biomed

      Activities and Societies: Creative arts Music Event organization Community Service Bsc Biomedical Science And Technology

  • Experience

    • Lifespring chapel-embakasi

      Aug 2004 - Aug 2005
      Office assistant

      Office maintenanceResource mobilizationSupervision of workersRecord keepingPlanning and facilitation of meetings

    • Regional veterinary and investigation laboratory

      Jun 2008 - Aug 2008
      Trainee/ attachee

      Front office Data capture managementDiagnosticsResearch coordination

    • Lifespring chapel-embakasi

      Jan 2010 - Dec 2010
      Intern

      Event and logistics organizationPlanning and facilitation of meetingsRecord keepingFinance and information managementSmall group management

    • Flytech bpo

      Mar 2011 - May 2011
      Data entry clerk

      Data verificationData capture

    • Techno brain limited

      Mar 2011 - May 2011
      Data entry clerk

      Data capture.Proof readingFeedback reporting

    • Kencall

      Jul 2011 - Aug 2011
      Telemarketing agent

      Establish contact with potential clientPresent the company product to the clientEnter client details as providedAnswer any questions as asked by the client

    • Gorilla africa bpo

      Sept 2011 - Jan 2012
      Telemarketing agent

      Establishing communication with contactsRelaying information on company and products to contactsContact information capture and verification

    • Horizon contact centers ltd

      Jan 2012 - Feb 2012
      Telemarketing agent

      Establish contact with potential clientPresent the company product to the clientEnter client details as providedAnswer any questions as asked by the client

    • Advanced africawide trading

      Feb 2012 - Nov 2012
      Team leader and quality analyst

      Coordinating Team activity on behalf of the companyMaintaining order within the floorEnsuring the welfared of the call center agents is taken care ofFollowing up on leads generated by agentsPassing communication between agents and managementMaintaining call dataObtaining and sorting customer details on behalf of the companyPlanning and strategizing Meting out disciplinary measures where necessary

    • Equity bank limited

      Jul 2012 - Nov 2022

      . Carrying out initial customer identification at on boarding step. Collecting customer information during customer on boarding . Maintaining customer information in the core banking system as per customer request. Updating customer requests as per customer instructions. Carrying out Enhanced Due Diligence on customers as directed by the organization or as necessitated by the policies and procedures or by the CBK prudential guidelines. On boarding and training of customers on various alternate business channels. Cross selling other bank products to the customers. Training and leadership development. Carrying out initial customer identification at on boarding step . Collecting customer information during customer on boarding . Maintaining customer information in the core banking system as per customer request . Updating customer requests as per customer instructions . Carrying out Enhanced Due Diligence on customers as directed by the organization or as necessitated by the policies and procedures or by the CBK prudential guidelines . On boarding and training of customers on various alternate business channels . Cross selling other bank products to the customers . Training and leadership developmentSkills: Communication · Computer Literacy · Marketing · Digital Marketing · Information Technology · Customer Relationship Management (CRM) · Business Relationship Management · Relationship Building Show less . Carrying out initial customer identification at on boarding step. Collecting customer information during customer on boarding . Maintaining customer information in the core banking system as per customer request. Updating customer requests as per customer instructions. Carrying out Enhanced Due Diligence on customers as directed by the organization or as necessitated by the policies and procedures or by the CBK prudential guidelines. On boarding and training of customers on various alternate business channels. Cross selling other bank products to the customers. Training and leadership development Show less • Initiate required action for response to customer service requests • Ensure and provide quality service to both internal and external customers.• Receive inquiries from and/or contacts the organization’s branch/regional offices to resolve a variety of issues.• Access the company’s internal systems to provide customerservice management with the data for inclusion in various scheduled and special reports• Participate and provide expertise as a member of the customer service’s departmental team. The team'sobjectives are develop and recommend changes to existing methods and systems to increase the accuracy,efficiency and responsiveness of the customer service department as a whole. Show less • Initiate required action for response to customer service requests• Ensure and provide quality service to both internal and external customers.• Receive inquiries from and/or contacts the organization’s branch/regional offices to resolve a variety of issues.• Access the company’s internal systems to provide customer service management with the data for inclusion in various scheduled and special reports• Participate and provide expertise as a member of the customer service’s departmental team. The team's objectives are develop and recommend changes to existing methods and systems to increase the accuracy, efficiency and responsiveness of the customer service department as a whole..Attending to customer queries.Ensuring staff are up to date on the company's products..Floor management..Collecting and cascading customer feedback..Updating customers on products and services..Championing good customer relationship..Giving technical and informational support to agents. Show less

      • Accounts Opening Supervisor

        Oct 2020 - Nov 2022
      • Accounts opening Supervisor

        Nov 2020 - Apr 2022
      • Customer Service Supervisor

        Dec 2016 - Oct 2020
      • Customer Service Supervisor

        Sept 2015 - Oct 2019
      • Relationship Officer, Customer Service

        Jun 2012 - Oct 2019
      • Relationship Officer Accounts Opening

        Mar 2014 - Dec 2014
      • Relationship Officer Accounts Opening

        Mar 2014 - Dec 2014
      • Relationship officer, cash

        Jul 2012 - Feb 2014
    • Jekyl and hyde consultants

      Nov 2022 - May 2024
      Founding director
    • Letshego kenya

      Jan 2024 - now
      Relationship officer- business and sme

      Client Acquisition: Actively seek out new business clients and SMEs.Client Relationship Management: Develop and maintain strong relationships with existing clients.Understanding Client Needs: Conduct thorough assessments to understand client requirements.Providing Financial Solutions: Offer tailored financial solutions and services.Cross-selling: Identify opportunities to offer additional products or services.Risk Assessment: Evaluate client creditworthiness and financial stability.Compliance and Documentation: Ensure compliance with regulatory requirements and internal policies.Collaboration: Work with internal teams to streamline processes and deliver solutions.Market Research: Stay updated on industry trends and competitor activities.Performance Tracking: Monitor portfolio performance and prepare reports.Customer Service: Address client inquiries and ensure a positive experience.Continuous Learning: Stay informed about industry changes and seek professional development opportunities. Show less

  • Licenses & Certifications

    • Sustainable financial initiative

      Kenya bankers association
      Apr 2016
      View certificate certificate
    • Certificate in telemarketing

      Argosy international
      Jan 2012
    • Kcse o levels certificate

      Kenya national examinations counsil
      Dec 2003
      View certificate certificate
    • Lifeskills training

      Lifespring chapel-embakasi
      Jun 2002
      View certificate certificate
    • Kenya certificate of primary education

      Kenya national examinations council
      Feb 1998
      View certificate certificate
    • Certified evangelism trainer

      Evangelism explosion
      Jul 2004
      View certificate certificate
    • Diploma in customer service

      Mount allison university
      Jul 2016
      View certificate certificate
  • Volunteer Experience

    • Dispensing Chemist and Storekeeper

      Issued by Tumaini clinic Korogocho on May 2012
      Tumaini clinic KorogochoAssociated with FREDRICK ALUMA