Daniel Gachau

Experience

• 

  The Co-operative Insurance Company

  May 2007 - Sept 2008

  Underwriting Assistant

  Key Contributions:🖋️Expertly underwrote new life policies, assessing risk factors and determining policy terms to ensure sound and profitable insurance agreements.🖋️Managed and meticulously maintained branch records, while analyzing performance data to assess branch performance against established targets.🖋️Innovated and executed enhanced measures of branch efficiency, contributing to streamlined operations and improved overall performance.🖋️Conducted online banking transactions within our client base and agency force, providing convenient and efficient financial services to both parties. Show less

• 

  Equity Bank Limited

  Sept 2008 - now

  Key Contributions:🖋️Manages crucial treasury functions, encompassing cash management, treasury operations, system implementation, investment management, bank relations, foreign operations, and precise cashflow forecasting.🖋️Manages the bank's cash and investment portfolio, meticulously maintaining optimal liquidity for working capital requirements while strategically investing short-term funds.🖋️Champions the strategic selection, development, and performance appraisal of Treasury dealers, alongside mentoring, training, and fostering the professional growth of other Treasury team members.🖋️Exercises oversight of treasury operations process flows and the formulation of procedural documentation, ensuring streamlined and efficient operations within the department.🖋️Ensures unwavering compliance with all pertinent accounting and regulatory guidelines associated with departmental activities, fostering a foundation of trust and adherence.🖋️Produces insightful commentaries and comprehensive analyses for monthly outcomes and board presentations, contributing to informed decision-making and transparent reporting. Show less Key Contributions:🖋️Spearheaded and guided the Money Market, Fixed Income, and Foreign Exchange trading teams, consistently achieving and surpassing profitability targets.🖋️Cultivated and maintained strong relationships with service providers and counterparties, both on a local and international scale, ensuring efficient collaboration and seamless operations.🖋️Pioneered the exploration of new markets and the establishment of connections with high-net-worth clients, expanding the bank's reach and client base.🖋️Delivered impactful training and mentorship to junior dealers, nurturing their professional growth and enhancing team performance.🖋️Engaged in a shadowing role alongside the Director of Treasury, gaining insights into and assisting with various duties and responsibilities as needed.🖋️Aligned the objectives of the sales team with the FX Interbank and Money Market desks, enhancing synergy and optimizing results. Show less Key Contributions:🖋️Directed the Treasury Department, ensuring strict adherence to regulatory standards and effectively managing risks associated with foreign exchange, liquidity, and interest rates.🖋️Devised strategic initiatives that successfully reversed previous trends and steered the unit towards renewed profitability.🖋️Took charge of the Interbank Desk, expertly handling the responsibilities of FX and MM & FI operations for the bank.🖋️Led the recruitment, training, and management of staff in both the front and back office, fostering a cohesive and skilled team.🖋️Established Service Level Agreements (SLAs) with shared services and relevant departments, enhancing operational efficiency and collaboration. Show less Key Contributions:🖋️Pioneered the establishment and maintenance of client relationships, strategically aiming for mutually beneficial partnerships that enhance the bank's profitability.🖋️Provided tailored customer care to corporate clients, encompassing thorough follow-up and comprehensive after-sales support.🖋️Skillfully negotiated with traders to secure optimal pricing for client products, ensuring maximum value for both parties.🖋️Crafted informative client periodicals that served as valuable resources, delivering timely insights into prevailing trends and pricing dynamics to keep clients well-informed. Show less Key Contributions:🖋️Delivered comprehensive education to both staff and clients about diverse insurance products and services, enhancing understanding and facilitating informed decisions.🖋️Devised and implemented strategic branch policies, plans, and outreach programs tailored to the insurance business segment, fostering growth and improved service delivery.🖋️Meticulously maintained, updated, and managed client records, ensuring accuracy and accessibility of crucial information.🖋️Proactively identified and explored new markets, effectively expanding the reach of the insurance business and driving business development. Show less

  • Head of Treasury – Kenya

    Apr 2016 - now

  • Head of Trading

    Mar 2014 - Apr 2016

  • Acting Head of Treasury

    Feb 2013 - Feb 2014

  • Corporate Treasury Sales Dealer

    Aug 2011 - Feb 2013

  • Banc Assurance Officer

    Sept 2008 - Aug 2011