Open to opportunities

Mwiza User

@mwizatamara

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Results-driven banking and finance professional with strong analytical and business development expertise.

Zambia

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What I'm looking for

I am seeking a role where I can apply financial analysis, risk management, and business development skills to drive growth, collaborate internationally, and impact strategic decisions.

I am a banking and finance professional with over 10 years of experience across financial services, business development, and risk management. I hold a BA in Business-Finance, a Postgraduate Certificate in Risk Management, and I am pursuing an MSc in Finance and Investment.

I have led market research, partnership development, and financial planning initiatives that positioned organizations for growth and international collaboration. My roles span trade finance consulting, wealth management, and senior business development in reputable institutions.

Key achievements include exceeding fixed-income sales by 150% and bancassurance referrals by 300%, receiving a Certificate of Excellence in Customer Service and Accuracy, and driving my employer into ITC-UK B2B international partnerships.

I bring strong financial analysis, investment appraisal, regulatory compliance, CRM proficiency, and a client-focused approach to deliver measurable business results and support strategic decision-making.

Experience

Work history, roles, and key accomplishments

Current

Business Development Manager

Current

Moringa Wonder Plus Limited

Jan 2016 - Present (9 years 9 months)

Led market research, partnership development and business expansion initiatives, positioning the company for international partnerships and driving financial planning for sustainable growth.

Business Development Market Research Partnership Management Financial Planning International Trade CRM Microsoft Office

Trade Finance Consultant

Euro Exim Bank

May 2023 - Dec 2023 (7 months)

Conducted financial and trade research to identify and onboard clients, educated clients on trade finance instruments, and contributed to product innovation and market entry analysis.

Trade Finance Onboarding Market Research Cross Border Payments Product Innovation Financial Analysis CRM Microsoft Office

Wealth Management Consultant

Prudential Life Assurance Zambia

Apr 2023 - Aug 2023 (4 months)

Provided investment advisory services and tailored financial plans, created financial models to support client decisions, and exceeded quarterly sales and premium collection targets.

Investment Advisory Financial Modeling Client Relationship Management Sales Portfolio Management CRM Regulatory Compliance Microsoft Office

Senior Business Development Executive

Standard Chartered Bank

Jan 2015 - Jul 2016 (1 year 6 months)

Generated and retained high-value client portfolios, implemented sales strategies to drive product diversification, and ensured compliance with financial regulations.

Business Development Sales Strategy Regulatory Compliance Financial Services Cross Selling CRM Microsoft Office

Teller & Back Office Operations

Standard Chartered Bank

Jan 2009 - Jan 2015 (6 years)

Managed teller operations, treasury books and financial reconciliations, improved operational accuracy through training and quality assurance, and promoted sales via customer engagement.