Work

Bancassurance Operational Lead

• Developing and managing insurance products tailored to the bank's customer base, ensuring alignment with regulatory requirements and market demands.
• Providing support to bank staff in selling insurance products, including training sessions, marketing materials, and assistance with customer inquiries.
• Ensuring adherence to regulatory requirements governing insurance sales within the banking sector, including licensing, disclosure, and consumer protection laws.
• Identifying opportunities to streamline processes related to insurance sales and administration, improving efficiency and customer experience.
• Receiving and processing IPF loans. Involving seeking approval and ensuring disbursement is done on time. Also ensuring arrears are cleared on time
• Building and maintaining relationships with insurance providers, negotiating contracts and agreements, and ensuring the bank's interests are represented in the partnership.
• Addressing customer inquiries, concerns, and complaints related to insurance products, and ensuring a high level of service delivery.
• Assessing and mitigating risks associated with insurance products, including underwriting risk, operational risk, and compliance risk.
• Providing ongoing training and development opportunities for bank staff involved in selling insurance products, ensuring a knowledgeable and skilled workforce.
• Generating reports on insurance sales performance, trends, and profitability, and presenting findings to senior management for decision-making purposes.

Database Analyst

• Using SQL queries to extract relevant data from databases, ensuring data integrity, and performing data cleaning tasks to remove duplicates, errors, and inconsistencies.
• Utilizing advanced Excel functions and SQL queries to transform raw data into usable formats, such as pivot tables, charts, and summary reports, to facilitate analysis.
• Analyzing data trends, patterns, and insights using Excel's advanced features (e.g., Power Pivot, Power Query) and SQL queries to generate meaningful visualizations (e.g., graphs, dashboards) that communicate findings effectively.
• Developing and maintaining automated reports and dashboards using SQL queries and Excel macros to monitor key performance indicators (KPIs), track metrics, and provide insights to stakeholders.
• Applying statistical techniques and Excel's advanced functions (e.g., regression analysis, Solver) to build predictive models and forecast future trends based on historical data.
• Managing databases, including data storage, backup, and security, and optimizing SQL queries and database structures for improved performance and efficiency.
• Conducting data quality checks and validations to ensure accuracy, completeness, and consistency of data using SQL queries and Excel formulas.
• Collaborating with cross-functional teams to understand business requirements, translating them into data analysis tasks, and effectively communicating insights and recommendations to stakeholders through reports, presentations, and data visualizations.
• Staying updated on the latest trends, tools, and techniques in data analysis, SQL, and Excel through self-learning, training programs, and professional development opportunities.
• Using analytical skills and critical thinking to solve complex business problems, provide decision support to management, and drive data-driven decision-making processes.

Account Manager

• Building and maintaining strong relationships with clients, understanding their needs, and acting as the main point of contact for all inquiries, requests, and issues.
• Identifying opportunities for upselling or cross-selling products or services to existing clients, as well as implementing strategies to retain clients and prevent churn.
• Collaborating with clients to develop strategic plans and goals aligned with their business objectives and providing recommendations or solutions to help them achieve those goals.
• Keeping clients informed about product updates, new features, and industry trends, and ensuring clear and effective communication at all stages of the relationship.
• Addressing any issues or concerns raised by clients in a timely and effective manner and working with internal teams to find solutions and ensure client satisfaction.
• Developing account plans and sales forecasts to track progress towards revenue targets and identify areas for growth or improvement.