Alan Kimani

Advised the fund manager on the marketing and distribution of investment products, ensuring clear, accurate, client-centered engagement. Provided professional advisory services while making truthful representations and prioritizing clients’ best interests.

Used cold calling to identify and attract potential clients and build relationships with the goal of closing deals. Logged interactions on CRM tools and provided tailored branding and marketing recommendations based on market and social media trends.

Identified and engaged new customers through networking and cold calling to build a sales pipeline for a new product program. Booked appointments by assessing customer needs, tracking sales metrics in Excel, and supporting sales presentations with relevant content.

Developed articles and business cases by analyzing and summarizing industry reports to support consulting research. Wrote internal materials and presentations and collaborated with the team leader in a lean working environment.

Supported branch administration by assisting with data analysis for decision-making and providing customer care by resolving complaints. Retrieved and filed important documents and letters to ensure smooth operations at the branch.

Completed a Bachelor of Commerce focused on Entrepreneurship and Innovation at Strathmore University from 2020 to 2024.

Activities and societies: Class representative in Diploma in Business Management (Jan–Dec 2019).

Completed a Diploma in Business Management at Strathmore University from 2019 to 2020.

Activities and societies: Class Secretary in High school (2015–2016).

Completed the Kenya Certificate of Secondary Education at Sunshine Secondary School in Nairobi from 2015 to 2018.