Evelyn Karimi

Experience

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  Chase Bank Kenya Ltd (IR)

  Oct 2014 - Mar 2017

  • Customer Engagement: Interacting with and collating feedback from clients regarding their experience with different channels; pushing for, and ensuring improvements on bank products.• Accurate data input and maintenance of client information in CRM system• Assist customers with routine account-related requests such as: funds transfers (EFT,RTGS,TT)stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties• Provide detailed, timely and up to date information on client relationships so as to brief Relationship Managers prior to meetings with customers, highlighting as appropriate possible areas for discussion• Cross Selling bank products: inform and suggest new banking products and services to customers• Compliance: To ensure compliance with customer care and bank operations policies and procedures; comply with respective KYC, KYP and KYT procedures and be alert at all times to detect unusual or possibly suspicious activity, and report to the Manager• Innovation & Technology: On boarding new and supporting existing clients on alternate channels mobile and online banking; Participating in user acceptance tests during development for various banking platforms; highlighting trends, suggesting and implementing improvements and feedback to colleagues.• Receiving of customer complaints and follow up to be rectified until case is closed through CRM Show less

  • Branch Operations - Customer Service

    Aug 2016 - Mar 2017

  • Retail Sales Officer

    Oct 2014 - Jul 2016
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  County Government of Meru

  Mar 2017 - Feb 2022

  Monitoring And Evaluation Coordinator

  Formulating and implementing M&E systems at program, sub-program and project levels, by focusing on achievement of project specific resultsParticipating in preparation of quarterly and annual reports such as sector reports, County annual progress reports and Annual development reports.Preparing and guiding the budget process in the county as a part of the policy formulation team.Formulation,review and implementation of County economic strategies and programs. Developing monitoring tools i.e. questionnaires, databases, interview and survey forms.Identifying, reparation, planning and appraisal of development policies, projects and programs.Provision of technical support to the county departments by evaluating project results and achievements in the county this includes supervising technical and other supporting staff.Determining project feasibility and viability while setting project prioritiesConducting field visits,writing and and submitting reports on Monitoring and Evaluation assignments for the CountyCollecting, collating and analyzing sectorial data. Show less

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  IDinsight

  Jul 2020 - Jul 2020

  Enumerator

  Administer phone surveys to community health workers, community members, and businessowners who are based in Meru County and upload them to the Survey CTO server.Real time data capture using the Survey CTO application.Complete scheduled activities each day in a timely manner.Demonstrate high integrity and understanding during interactions with community health workers, community members, and business owners.Ensure data integrity is maintained at all times and minimize errors during data collection. Show less

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  KPMG East Africa

  Mar 2022 - Nov 2024

  Senior Grants and Finance Specialist

  As part of the KPMG Local Fund Agent (LFA) for the Global Fund in South Sudan. My duties include:1. Aligning key programmatic and financial drivers for optimal performance and impact.2. Conducting pre-grant capacity assessments for potential grant recipients and providing recommendations for the disbursement of donor funds. This crucial process allows the donor to assess recipients' strengths and weaknesses, identify potential risks, and ultimately enhances trust and confidence.3. Help in the understanding and documentation of the Principal Recipient's internal control mechanisms and fraud related triggers. 4. Monitor financial management capacity building in-country.5. Developing analytical reports assessing program and financial management performance of recipients of grant funds.6. Risk management: Review whether significant risks in the portfolio are effectively identified and mitigated.Other responsibilities:a) Plan, organize and execute program activities in accordance with the strategy of the firm and business unit.b) Manage communications with partners and stakeholders.c) Technical assistance, provide quality assurance advisory, and support in the implementation of programs.d) Manage grants disbursements based on the agreed schedule of activities with direct payment to identified beneficiaries.e) Compile field reports and make a presentation on key findings and recommendations.f) Support proposal and bid coordination, opportunity tracking, and pipeline management. Show less

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  UNICEF

  Nov 2024 - now

  Finance Specialist