Catherine David Mwegoha
Zanzibar
Summary
Dynamic banking professional with extensive experience at EXIMBANK (T) LTD, excelling in relationship management and cross-selling strategies. Proven track record in driving sales growth and enhancing customer satisfaction through effective consultancy and KYC compliance. Adept at transaction processing and business planning, consistently achieving targets and fostering strong client connections.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Banking officer II
EXIMBANK (T) LTD
03.2023 - Current
- To facilitate smooth customer banking operations at the branch. Handling all cash and non-cash related transactions, cross selling and upselling bank products and adherence of standard operating procedures, policies and guidelines. Attend to customers and provide information on bank products and services.
- Ensure proper cash handling like till balancing, Transaction codes, and stamps handling as per SOP.
- Proper payment of calque and non calque transactions, calque verification during payments, signature and image verification during payments.
- Process various transactions including deposits, withdraws, GL posting and remittance.
- Processing CDM cash close and posting onto respective GLS.
- Responding to customer requests and inquiries.
- Maintaining and balancing cash supplies.
Sales Officer
EXIM BANK T LTD
08.2021 - 02.2023
- Build the Business, Deepen Relationships and Managing Key and Potential Customers from sales of Liabilities, Acquisitions, Cash Management, Credit Card and Retail Products to maximize revenue by achieving sales targets.
- Building relationships with a portfolio of customers assigned to become a first point of contact for their banking needs.
- Grow the CASA of the existing client portfolio as per the target given.
- To provide a personalized and committed banking service to the customers in the portfolio, such as reviews on customers' accounts and giving each customer the opportunity to make informed choices on their everyday banking.
- Identification of cross-selling opportunities in the customer portfolio assigned.
- Developing and maintaining a sales/queries management data base which can be used for review purposes, analysis of branch performance and reflection for improvement.
- Working with branch managers to anticipate key issues, identifying useful opportunities, and offering professional expertise/solutions to all stake holders.
Direct Sales Officer
NMB BANK
04.2018 - 04.2020
- Drive retail sales objective of the bank through day-to-day customer visits and selling bank products and services to new and existing customers, while deepening existing customer relationships and maintain operational excellence within the appropriate service standards.
- Acquire new bank customers by appointment, referral solicitation or door to door canvas in the assigned territory.
- Opening bank accounts to new customers and collect account opening fees for onward delivery to the branch.
- Register customer to NMB mkononi and educate on the usage of our self-service channels.
- Ensure all account opened meet the required KYC standards as per the bank's processes and procedures.
- Meet or exceed weekly, monthly or yearly sales quotas.
- Generate leads, upsell and cross-sell bank products and services from the customers.
- Participate in campaigns, special projects & events to sell bank products and services.
- Assist management in identifying viable marketing and pricing strategies.
- Safe keeping of working tools and marketing materials.
- Continuous upgrade and improve sales presentation (avoid miss-selling) and knowledge of products, services and bank tariffs.
Education
BA - Marketing & Entrepreneurship
Moshi Cooperative University
Kilimanjaro01.2017
Diploma - Marketing
Mount Meru University
Arusha01.2012
Advanced Certificate - secondary school
Bishop Durning High School
Kilmanjaroi01.2010
Certificate - secondary school
Uhuru Secondary School
Kilimanjaro01.2007
Skills
- Know Your Customer Skills (KYC)
- Agency Banking
- Business planning and management skills
- Marketing
- Sales
- Consultancy skills
- Transaction processing
- Customer service
- Cross selling
- Regulatory compliance
- Relationship management
- Risk assessment
- Product knowledge
Certification
I, Catherine D Mwegoha, certify that the information given above is correct to the best of my knowledge.
Short Courses Attended
- Customer handling
- Anti-Money Laundering and Terrorist Financing
- Reputation Risk
- Health Safety & Environment
- Compliance of KYC and AML
- Customer Service Excellence
- Market Research
- Promotion Plan
- Business continuity
- Fraud awareness
Languages
- English, Fluent
- Kiswahili, Fluent
References
- Mr. Emmanuel S Nkumbi, Senior Marketing Officer, Tanzania Ports Authority, +255 766 469 119, emnkumbi@gmail.com
- Mr. Ibrahim Ukwaju, Branch Manager, Exim Bank (T) LTD, +255 746 989 946, ibrahimu@eximbank.co.tz
- Mr. Edward P Faida, Accountant, Tanzania Fertilizers Company, +255 769 559 816, edwardfaida@yahoo.com
Area Of Expertise
- Business and Marketing Development
- Customer Service Experience
- Entity Operations
- Procedure
- Control and Compliance
Personal Information
- Hobbies: Listening to music, Playing Netball, Travelling, Communicating and sharing ideas with colleagues
- Date of Birth: 05/05/90
- Gender: Female
- Nationality: Tanzanian
- Marital Status: Single
- Religion: Christian
- Place of Birth: Shinyanga
Timeline
Banking officer II
EXIMBANK (T) LTD
03.2023 - Current
Sales Officer
EXIM BANK T LTD
08.2021 - 02.2023
Direct Sales Officer
NMB BANK
04.2018 - 04.2020
BA - Marketing & Entrepreneurship
Moshi Cooperative University
Diploma - Marketing
Mount Meru University
Advanced Certificate - secondary school
Bishop Durning High School
Certificate - secondary school
Uhuru Secondary School
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