SIMION ODHIAMBO CV

1
SIMION ODHIAMBO
Address:
P. O. Box 19881
00100,
NAIROBI.
Email:
odhiambo.simion@gmail.com
Telephone:
0721706858
Personal Profile
A proactive and inspirational professional who consistently achieves and exceeds on business
objectives. Dynamic and versatile as a team player and equipped through experience and training to
deliver exceptional performance in demanding work environments.
Key Skills
Influencing and Negotiation Skills:
Strong sales and marketing skills and ability to challenge on solutions and products to a varied range of
customers.
Communication and Inter-personal Skills:
Excellent ability to communicate competently and confidently to people in different situations.
Planning, Co-ordination and Time-Management Skills:
Strong people, resource and project management skills.
WORK EXPERIENCE
JAN 2014 TO DATE
Personal business
FEB 2008- DEC 2013
Career Summary  Key Responsibilities
Standard Chartered Bank consumer Banking, Nairobi
Personal financial consultant
Tasked with executing integrated sales, relationship, and credit strategies that are aligned with the
consumer Banking business plan to achieve and exceed desired revenue and service hurdles.
Sales and Service
 Proactively sourcing, growing, owning and supporting team’s portfolio profitability by identifying new
and existing customer potential including sales opportunities and new product promotion initiatives
 Achieving and exceeding personal productivity goals by expanding existing relationships and
acquiring new business through referrals from existing clients while utilizing effective calling
techniques and leveraging bank products and services
 Making call visits focused on generating business from prospective clients including follow-up with
solid, on-time proposals and closing sales with efficiency
 Conducting annual and, if appropriate, interim reviews of borrowing & non-borrowing customers
 Proactively researching competitive threats/opportunities within the team’s market and geographical
area while identifying and referring retail sales opportunities to the retail segment
 Maintaining customer advocacy and client retention by providing exceptional customer service in
every customer transaction
 Coordinating with Team members to ensure consistent and outstanding customer experience in
resolving customer complaints/issues promptly and effectively
 Keeping customers advised on other initiatives while proactively educating them on utilizing
available access channels (i.e. ATM, e-Banking, internet banking)
Page 2 of 4
 -Interfacing with counterparts in different segments {e.g. sme Banking, Trade Services, etc} to
ensure ongoing communication with regard to existing and future customer needs.
Career Summary  Key Responsibilities (Cont’d.)
Consumer Banking, Nairobi
2008 to Date
Business Management
 Researching, creating and follow up on a target list for potential new business
 Identifying priority customers using the Customer Relationship Planning templates to assess their
present and potential contribution
 Gathering all the required information that is needed to prepare and assess credit applications and
giving input to Credit Analysts in constructing credit applications)
 Developing Customer Relationship Plans for selected customers in portfolio across and provide a
quality assurance role and execution of the plans
 Adhering to operational controls, including legal, corporate, and regulatory procedures to ensure
the safety and security of customer and bank assets.
Providing a sales and advisory service to individuals and increased market penetration through
managing a portfolio of accounts and proactively identifying sales and cross-selling opportunities.
 Explaining, promoting and selling appropriate product and offering solutions that meet the financial
needs of customers (acquiring new business accounts, cross-selling additional products & services
to existing customers
 Mining existing customer data to identify expansion and/or additional business opportunities.
 Identified opportunities to migrate top-end customers.
 Performing a liaison role between customers and back-office service fulfilment and credit functions
 Interacting with clients and conducting needs analyses to assist clients to better understand their
financial requirements
 Accurately and efficiently processing customer mandates/ documentation requirements for banking
facilities
 Educating clients regarding the parameters and routine procedures governing standard product
and service offerings.
 Explaining credit loan facility options and qualifying criteria to customers
 Completing and submitting credit application information requirements together with supporting
documents
 Processing credit applications
 Notifying customers regarding the approval of credit loan facilities.
-
2004 Dec-2008 August
Villa Care ltd
Marketing Executive
Duties and responsibilities
To achieve set sales targets
To manage existing clients
 Prepare promotional materials e.g. brochures, billboards and newspaper adverts.
 Generating periodic sales reports and discussing with management.
 Ensuring that outgoing documents (proposals, instruments, reports etc.) meet corporate
standards.
 Identifying new markets and prospecting till sales are actualized.
 Monitor client inquiries, ensuring all details are captured and responded to in 24 hours.
 Handling all client complaints and forwarding the same to management for follow ups and action.
 Ensuring that new product information reach all prospective clients in a timely fashion.

Page 3 of 4
Qualifications
2013 STANDARD CHARTERED BANK TRAINING
Investment services
Portfolio management
Anti-money laundering
Lending procedures
2006-2007 KENYA INSTUTE OF MANAGEMENT
Diploma in project management part 1
Credit honors
2000-2004 KENYATTA UNIVERSITY
Bachelor of Education Arts (Business studies & Mathematics)
Other Competencies
 Experience in banking customer service/credit /sales and operations which has been my domain
 Passion and commitment to excellent service performance
 Excellent delivery of business results
 Excellent understanding of procedures, risk and credit policies
 Good understanding of the System operation and also proficient in MS office suites
 Team-working and people management and efficiency
 Excellent operational effectiveness
 Sales management
 Risk management
 Excellent problem solving skills.
 Computer literate
Personal Details
Date of Birth : 12th
June 1980
Nationality : Kenyan
Marital Status : Married
Hobbies & Interests
 Travelling and reading.
 Playing and watching football
Page 4 of 4
Referees
George Awende
Regional sales Manager
Kenya commercial bank
Tel 0723816152
Nixon Adoyo
Branch manager
Kenya commercial bank
Tel:0722537543
Caroline Matindi
Sales manager
Standard chartered bank
0723425668

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SIMION ODHIAMBO CV

  • 1. 1 SIMION ODHIAMBO Address: P. O. Box 19881 00100, NAIROBI. Email: odhiambo.simion@gmail.com Telephone: 0721706858 Personal Profile A proactive and inspirational professional who consistently achieves and exceeds on business objectives. Dynamic and versatile as a team player and equipped through experience and training to deliver exceptional performance in demanding work environments. Key Skills Influencing and Negotiation Skills: Strong sales and marketing skills and ability to challenge on solutions and products to a varied range of customers. Communication and Inter-personal Skills: Excellent ability to communicate competently and confidently to people in different situations. Planning, Co-ordination and Time-Management Skills: Strong people, resource and project management skills. WORK EXPERIENCE JAN 2014 TO DATE Personal business FEB 2008- DEC 2013 Career Summary  Key Responsibilities Standard Chartered Bank consumer Banking, Nairobi Personal financial consultant Tasked with executing integrated sales, relationship, and credit strategies that are aligned with the consumer Banking business plan to achieve and exceed desired revenue and service hurdles. Sales and Service  Proactively sourcing, growing, owning and supporting team’s portfolio profitability by identifying new and existing customer potential including sales opportunities and new product promotion initiatives  Achieving and exceeding personal productivity goals by expanding existing relationships and acquiring new business through referrals from existing clients while utilizing effective calling techniques and leveraging bank products and services  Making call visits focused on generating business from prospective clients including follow-up with solid, on-time proposals and closing sales with efficiency  Conducting annual and, if appropriate, interim reviews of borrowing & non-borrowing customers  Proactively researching competitive threats/opportunities within the team’s market and geographical area while identifying and referring retail sales opportunities to the retail segment  Maintaining customer advocacy and client retention by providing exceptional customer service in every customer transaction  Coordinating with Team members to ensure consistent and outstanding customer experience in resolving customer complaints/issues promptly and effectively  Keeping customers advised on other initiatives while proactively educating them on utilizing available access channels (i.e. ATM, e-Banking, internet banking)
  • 2. Page 2 of 4  -Interfacing with counterparts in different segments {e.g. sme Banking, Trade Services, etc} to ensure ongoing communication with regard to existing and future customer needs. Career Summary  Key Responsibilities (Cont’d.) Consumer Banking, Nairobi 2008 to Date Business Management  Researching, creating and follow up on a target list for potential new business  Identifying priority customers using the Customer Relationship Planning templates to assess their present and potential contribution  Gathering all the required information that is needed to prepare and assess credit applications and giving input to Credit Analysts in constructing credit applications)  Developing Customer Relationship Plans for selected customers in portfolio across and provide a quality assurance role and execution of the plans  Adhering to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets. Providing a sales and advisory service to individuals and increased market penetration through managing a portfolio of accounts and proactively identifying sales and cross-selling opportunities.  Explaining, promoting and selling appropriate product and offering solutions that meet the financial needs of customers (acquiring new business accounts, cross-selling additional products & services to existing customers  Mining existing customer data to identify expansion and/or additional business opportunities.  Identified opportunities to migrate top-end customers.  Performing a liaison role between customers and back-office service fulfilment and credit functions  Interacting with clients and conducting needs analyses to assist clients to better understand their financial requirements  Accurately and efficiently processing customer mandates/ documentation requirements for banking facilities  Educating clients regarding the parameters and routine procedures governing standard product and service offerings.  Explaining credit loan facility options and qualifying criteria to customers  Completing and submitting credit application information requirements together with supporting documents  Processing credit applications  Notifying customers regarding the approval of credit loan facilities. - 2004 Dec-2008 August Villa Care ltd Marketing Executive Duties and responsibilities To achieve set sales targets To manage existing clients  Prepare promotional materials e.g. brochures, billboards and newspaper adverts.  Generating periodic sales reports and discussing with management.  Ensuring that outgoing documents (proposals, instruments, reports etc.) meet corporate standards.  Identifying new markets and prospecting till sales are actualized.  Monitor client inquiries, ensuring all details are captured and responded to in 24 hours.  Handling all client complaints and forwarding the same to management for follow ups and action.  Ensuring that new product information reach all prospective clients in a timely fashion. 
  • 3. Page 3 of 4 Qualifications 2013 STANDARD CHARTERED BANK TRAINING Investment services Portfolio management Anti-money laundering Lending procedures 2006-2007 KENYA INSTUTE OF MANAGEMENT Diploma in project management part 1 Credit honors 2000-2004 KENYATTA UNIVERSITY Bachelor of Education Arts (Business studies & Mathematics) Other Competencies  Experience in banking customer service/credit /sales and operations which has been my domain  Passion and commitment to excellent service performance  Excellent delivery of business results  Excellent understanding of procedures, risk and credit policies  Good understanding of the System operation and also proficient in MS office suites  Team-working and people management and efficiency  Excellent operational effectiveness  Sales management  Risk management  Excellent problem solving skills.  Computer literate Personal Details Date of Birth : 12th June 1980 Nationality : Kenyan Marital Status : Married Hobbies & Interests  Travelling and reading.  Playing and watching football
  • 4. Page 4 of 4 Referees George Awende Regional sales Manager Kenya commercial bank Tel 0723816152 Nixon Adoyo Branch manager Kenya commercial bank Tel:0722537543 Caroline Matindi Sales manager Standard chartered bank 0723425668