GNGeoffrey Ngesa
@geoffreyngesa
Seasoned Trade Finance Specialist
KenyaWhat I'm looking for
As a seasoned trade finance and client relations specialist, I possess a strong background in managing trade finance documentation, regulatory compliance, and relationship management in banking and financial services. With extensive experience in client portfolio management, trade finance documentation, and relationship building, I have enhanced client trust and satisfaction.
My expertise in regulatory compliance, financial analysis, and market insight has enabled me to provide effective support for trade finance solutions and client advisories. I am skilled in adapting to dynamic financial environments and ensuring adherence to industry standards. With a proven ability to maintain high data accuracy standards and implement quality control measures, I am confident in my ability to add value to any organization.
Throughout my career, I have demonstrated my ability to work effectively in cross-functional teams, facilitating efficient coordination with regulatory bodies and internal teams to maintain compliance and operational transparency. I am excited to bring my skills and experience to a new role and contribute to the success of a forward-thinking organization.
Experience
Work history, roles, and key accomplishments
Trade Finance Consultant
Euro Exim Bank
Nov 2022 - Present (2 years 7 months)
Responsible for managing trade finance client portfolios, ensuring accurate documentation and regulatory compliance. Implemented procedures that improved client retention by 12% through enhanced data accuracy and service quality.
Sales Executive
BTI Millman
Jan 2015 - Dec 2020 (5 years 11 months)
Maintained and updated client information accurately, ensuring seamless service hand-offs. Increased customer satisfaction by 10% through detailed follow-ups and consistent service.
Sales Executive
Old Mutual Insurance
Jan 2012 - Mar 2020 (8 years 2 months)
Led client accounts with a focus on service quality and relationship longevity, enhancing customer satisfaction and retention through proactive management.
Operations Officer/Relationship Officer
Ecobank Kenya Limited
Oct 2008 - Dec 2011 (3 years 2 months)
Enhanced client data accuracy by 15% through rigorous data entry and verification processes, contributing to operational efficiency and compliance.
Customer Service Manager/Branch Administrator
British American Insurance Company
Apr 2006 - May 2008 (2 years 1 month)
Administered branch operations, managed customer service activities, and resolved client queries, fostering long-term relationships and enhancing client satisfaction.
Education
Degrees, certifications, and relevant coursework
SUStrathmore University
Chartered Financial Analyst, Finance
Currently pursuing Chartered Financial Analyst Level One, enhancing expertise in investment analysis and portfolio management.
SUStrathmore University
Bachelor of Commerce, Finance
2001 - 2004
Completed a Bachelor of Commerce with a major in Finance and a minor in Accounting, gaining a solid foundation in financial principles, accounting practices, and business management.
Tech stack
Software and tools used professionally
Availability
Location
KenyaAuthorized to work in
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