Open to opportunities

Nelly Kaari

@nellykaari

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Results-driven banking professional with expertise in client relationship management.

Kenya

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What I'm looking for

I am seeking a role that values strategic leadership and fosters team development.

I am a results-driven banking professional with over 14 years of experience in branch business growth and client relationship management within the financial services sector. I have a proven track record in driving revenue growth, expanding customer portfolios, and ensuring compliance with regulatory requirements. My expertise lies in developing and executing strategic business plans that enhance branch performance, optimize operational efficiency, and foster customer retention.

Throughout my career, I have demonstrated strong leadership, negotiation, and risk management skills. I have successfully mentored high-performing teams and built sustainable client relationships. My experience includes spearheading branch business development at ECOBANK, where I led initiatives that resulted in significant portfolio growth and increased customer acquisition. I am passionate about delivering exceptional service and driving business success through innovative financial solutions.

Experience

Work history, roles, and key accomplishments

Current

Freelance Financial Services Consultant

Current

Self Employed

Mar 2023 - Present (2 years 3 months)

Providing tailored financial advisory and consulting services, including budgeting, financial planning, and risk analysis. Expert analysis on market trends and credit risk to enhance decision-making processes.

Advisory Risk Analysis Budgeting Market Trends Compliance Financial Planning Decision Making Processes

Relationship Manager

ECOBANK (KENYA) LIMITED

Jun 2014 - Feb 2023 (8 years 8 months)

Spearheaded branch business development, leading to portfolio growth and increased customer acquisition. Ensured compliance with credit policies and mentored a high-performing team.

Business Development Customer Acquisition Portfolio Management Compliance Team Leadership Cross Selling Market Research Strategic Partnerships

Branch Operations Manager

ECOBANK (KENYA) LIMITED

Jan 2012 - May 2014 (2 years 4 months)

Managed branch operations ensuring compliance and optimal resource utilization. Implemented process automation tools to enhance efficiency and customer service.

Operations Management Compliance Process Automation Customer Engagement Budgeting Training

Credit Analyst

ECOBANK (KENYA) LIMITED

Feb 2010 - Dec 2011 (1 year 10 months)

Evaluated loan applications and conducted financial risk assessments. Developed credit proposals and optimized credit assessment procedures to reduce loan default rates.

Risk Assessment Compliance Proposal Development Workflow Optimization Financial Risk Management

Branch Operations Officer

ECOBANK (KENYA) LIMITED

May 2008 - Jan 2010 (1 year 8 months)

Supported branch operations, ensuring compliance and efficient service delivery. Assisted in customer engagement and operational processes.

Support Operations Compliance Customer Service Process Improvement Team Collaboration Service Delivery

Finance Assistant Intern

United Nations Environment Programme (UNEP)

Jul 2007 - Dec 2007 (5 months)

Assisted in financial operations and reporting during internship, gaining exposure to international finance and project management.

Financial Reporting Project Management Data Analysis Administrative Support

Audit Assistant Intern

United Nations Office at Nairobi (UNON)

Jan 2007 - Jun 2007 (5 months)

Supported audit processes, contributing to compliance and financial integrity during internship.

Audit Compliance Data Analysis Reporting

Education

Degrees, certifications, and relevant coursework

Career Point Solutions

Certificate in Monitoring & Evaluation, Monitoring & Evaluation

2023 - 2024

Pursuing a Certificate in Monitoring & Evaluation to develop skills in assessing and improving project outcomes and effectiveness.

Career Point Solutions

Certificate in Project Management, Project Management

2023 - 2024

Pursuing a Certificate in Project Management to enhance my project management skills and methodologies applicable in various business environments.

Jomo Kenyatta University of Agriculture and Technology

Master of Business Administration, Business Administration

2015 - 2017

Completed a Master of Business Administration with a focus on strategic management, equipping me with advanced skills in business strategy, leadership, and operational efficiency.

Africa Nazarene University

Bachelor of Commerce, Accounting

2002 - 2006

Earned a Bachelor of Commerce degree with a specialization in Accounting, providing a strong foundation in financial principles, accounting practices, and business management.