DOREEN VALENTINA LYAMUYA
Dar Es Salaam
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 5 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
10
10
years of professional experience
Work History
Relationship Manager- Insurance
CRDB Bank Plc
Mwanza, Tanzania
08.2022 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently increased sales by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Maintained knowledge on insurance products and distribution to provide optimal service support.
- Continuously updated personal knowledge of banking and insurance regulations and compliance requirements to minimize risk exposure for both clients and the bank.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
Sales and Marketing Executive (Corporate)
Alliance Life Assurance Limited
Dar Es Salaam, Tanzania
06.2019 - 12.2021
- Created and implemented effective marketing and sales strategies to increase customer engagement and revenue.
- Established strong relationships with key clients, resulting in repeat business and increased customer satisfaction.
- Identified weaknesses in existing marketing campaigns to develop pragmatic solutions within budgetary constraints.
- Analyzed sales and marketing data for improved strategies.
- Increased sales revenue by developing and implementing strategic marketing plans.
- Developed persuasive sales pitches for presenting to potential clients, leading to increased conversion rates.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Bancassurance Relationship Manager
Jubilee Life Insurance Corporation Of Tanzania Ltd
Dar Es Salaam, Tanzania
03.2017 - 06.2019
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of products and services to banks and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
- Created and maintained databases to track customer discussions and preferences for accurate, updated records.
- Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
- Participated in industry events and trade shows to promote products and services.
- Developed loyalty programs to reward and maintain customer retention.
- Developed customer surveys to measure customer satisfaction and identify areas of improvement.
- Mentored junior team members on best practices in relationship management techniques, contributing to overall team success and growth within the company.
- Facilitated workshops and seminars to educate customers on product features and benefits.
Relationship Officer
Bank Of Africa, Dar Es Salaam, Tanzania
Dar Es Salaam, Tanzania
04.2014 - 02.2017
- Facilitated meetings and discussions between clients, sales and delivery teams.
- Increased referral business by actively networking within the community and participating in local events representing the bank.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Increased loan approvals by diligently assessing creditworthiness and recommending suitable lending options.
- Maintained and built close relationships with customers through regular contact and visits.
- Maintained strong knowledge of industry trends, sharing insights with clients as part of proactive advisory services.
- Coordinated with compliance officers to ensure adherence to regulatory guidelines in all client interactions and transactions.
- Managed a portfolio of high-value clients, ensuring their financial needs were met through tailored investment strategies.
- Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
- Exceeded key performance indicators through diligent follow-up, effective negotiation, and a strong focus on meeting client expectations.
- Assisted branch manager in developing strategic initiatives aimed at increasing overall profitability while maintaining excellent service standards.
- Established strong client relationships by conducting regular meetings and providing exceptional customer service.
Education
CII Level 3 Certificate in Insurance - Insurance
Chartered Insurance Institute
United Kingdom10.2019
Bachelor Degree in Accounting - Accounting
Tanzania Institute of Accountancy, Dar Es Salaam,
Dar Es Salaam, Tanzania12.2012
Advanced Certificate of Secondary Education - Advanced Certificate of Secondary Education
St. Mary Goreti Secondary School
Kilimanjaro02.2009
Certificate of Secondary Education - Certificate of Secondary Education
St. Francis Girls’ Secondary School
Mbeya10.2006
Skills
Excellent Communication
Relationship building and management
Customer Relationship Management
Time Management
Risk Mitigation
Analytical Problem Solving
Critical Thinking
Customer Portfolio Management
Public Speaking
Languages
Swahili
Native language
English
Proficient
C2
Timeline
Relationship Manager- Insurance
CRDB Bank Plc
08.2022 - Current
Sales and Marketing Executive (Corporate)
Alliance Life Assurance Limited
06.2019 - 12.2021
Bancassurance Relationship Manager
Jubilee Life Insurance Corporation Of Tanzania Ltd
03.2017 - 06.2019
Relationship Officer
Bank Of Africa, Dar Es Salaam, Tanzania
04.2014 - 02.2017
CII Level 3 Certificate in Insurance - Insurance
Chartered Insurance Institute
Bachelor Degree in Accounting - Accounting
Tanzania Institute of Accountancy, Dar Es Salaam,
Advanced Certificate of Secondary Education - Advanced Certificate of Secondary Education
St. Mary Goreti Secondary School
Certificate of Secondary Education - Certificate of Secondary Education
St. Francis Girls’ Secondary School