Elias Mugambi

Elias Mugambi

Intern

Followers of Elias Mugambi5000 followers
location of Elias MugambiThika, Kiambu, Kenya

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  • Timeline

  • About me

    Retail Bank Officer| Financial and Investment Analyst | Data Analyst|Investment Banker|Business Analyst|Business Development Officer

  • Education

    • KASNEB

      2023 -
      Certified Investment and Financial Analyst Level 1

      Activities and Societies: Travelling, Researching and Watching sports

    • Mount Kenya University - MKU

      2018 - 2021
      Bachelor of Science in Actuarial Science Actuarial Science Second Class Upper Division

      Activities and Societies: MemberThe Actuarial Society of Kenya

  • Experience

    • KCB Bank Group

      Jun 2021 - Sept 2021
      Intern

      I assisted in doing Data remediation and reconciliation.I supported sales team.Guided and Assisted Customers to fill account opening forms .Assited in other assigned Bank Office activities

    • KCB Bank Group

      Nov 2021 - now

      Solutions Provider- Customer Satisfaction.Bank and Customer Custodian.Cross- selling banks products and services to promote business growth .Paying/Receiving Cash/ Cheque Deposit and Funds Transfer services .IMT services.Validation and Capture of transactions.Till Management .Raising and paying Vouchers Delivering set sales targets in asset and liability for: Retail Banking, Agri, SAHL, Agent Banking, Mortgage and Bancassurance products.Providing excellent customer service.Participating in product campaigns to ensure product information is readily available to customers.Conducting door-to-door direct sellingSeeking customer feedback on bank products.Providing regular sales reports. Deliver set sales targets in asset and liability for: Retail Banking, Agri, SAHL, Agent Banking, Mortgage and Bancassurance products.Provide excellent customer service.Participate in product campaigns to ensure product information is readily available to customers.Conduct door-to-door direct sellingSeek customer feedback on bank products.Provide regular sales reports.

      • Bank Officer - Teller

        Feb 2024 - now
      • Retail banking DSR

        Jun 2022 - Mar 2024
      • MSME DSR

        Nov 2021 - May 2022
  • Licenses & Certifications

    • Certified Investment and Financial Analyst

      Kasneb
      Jul 2023
    • Data Science & Analytics Intro

      IBM
      May 2023
      View certificate certificate
    • KCB General insurance course

      KCB Bank Group
      Jul 2021
    • KCB communications and social media policy course

      KCB Bank Group
      Jun 2021
    • KCB Anti Money Laundering course

      KCB Bank Group
      Jun 2021
    • KCB Ethics Compliance and Awareness Course

      KCB Bank Group
      Jun 2021
    • KCB Executive Sustainability awareness course

      KCB Bank Group
      Jun 2021
    • KCB Health, safety and BCM

      KCB Bank Group
      Jun 2021