? Organizing seminars and investment forum to provide an exposition on Kenyan financial markets
? Conducting research on the Kenyan financial markets especially in the financial securities and disseminating the same information to the clients
? Assessing the client financial goals and giving suitable advise in tandem with their financial needs and aspirations
? Providing training to entrepreneurs on writing business blueprints and project proposals
? Responding to clients enquiries and giving them
Personal Finance Advisor
Old Mutual KEnya LTD
Aug 2011 - Jan 2012 (5 months, 1 day)
DUTIES & RESPONSIBILITIES:
? Provided client with appropriate financial advice commensurate to their needs.
? Recommend suitable products to address the identified client's needs.
? Solicit and procure on the company's behalf application for insurance and investment products offered by the company.
? Assist clients in filling their contracts/policy documents for the products of their interest.
? Delivering the contract document to the client after processing
Jomo Kenyatta University of Agriculture and Technology, 2008 - 2012