Doris Mahene
Dar es Salaam
Summary
I am dedicated professional with over over 5 years of experience in financial services industry specialize in managing mortgage portfolio and insurance products. My expertise lies in providing personalized financial solution to meet the diverse needs of my clients.I have strong track record of guiding individuals through mortgage processes,from initial consultation to loan approval.I excel in analyzing financial data and personal character, evaluating risks and recommending suitable mortgage options tailored client’s unique circumstances.
In insurance sector. I am skilled in assessing coverage needs and recommending appropriate policies to protect assets and mitigate the risk. I am also committed to build long- term relationships with clients proving ongoing support, and ensure their financial security.
With a passion of helping others achieve their financial goal ,I strive to stay updated with industry trends and regulations to offer best possible advice and services.
Overview
6
6
years of professional experience
Work History
Relationship Officer
First Housing Finance (Tanzania) Limited
01.2022 - 01.2024
- Plan for sales activities on daily and weekly basis making visits to targeted customers and prospects in line with the Company’s guidelines
- Prepare a weekly report based on the sales activities, analyzing with Business Manager the achievements, variances and planning for corrective actions in case of variances
- Undertake marketing, special campaigns and promotion in line with industry practices and Company’s policies and procedures
- Communicate effectively with clients to understand specific needs and help the credit team to structure the mortgage to the best possible offer in line with cash flows
- Monitor and follow up mortgage portfolio to identify deteriorating credit situation, take appropriate action to address the problem
- Identifying business opportunities in the overall market, making prospective and current clients understand services offered by the firm, negotiating service fees and maintaining good relationship with customers.
Banc-assurance Officer
Azania Bank Limited
01.2020 - 01.2022
- Identifying business opportunities in the overall market, potential business leads and to peruse the same for the closing through agreed distribution channel
- Sending expiration of insurance policies and follow of monthly renewal
- To ensure compliance compliance with internal policies and manual regulatory requirements governing the banc assurance business
- Supervising Northern zone Branches for the business, presentation and provide awareness to staff concerning different insurance products offered by the bank
- To participate in the marketing and implementation of the marketing sales strategies
- To guide the customer through the process of underwriting to manage the relationship after sales
- To prepare and submit periodic report on time and to undertake directives thereof
- Cross selling other banks products including accounts, FDR, Loans etc., and operational activities like account opening, ordering ATM’s card, MS alert registration.
Bank assurance Sales Officer
Azania Bank Limited
01.2018 - 10.2020
- Identifying business opportunities in the overall market, potential business leads and to peruse the same for the closing through agreed distribution channel
- Underwriting different insurance products, assessing their risk and propose guided rate relating to such risk
- Sending expiration of insurance policies and follow of monthly renewal
- To ensure compliance compliance with internal policies and manual regulatory requirements governing the banc assurance business
- Receiving receipts and confirming payments of insurance before issuing insurance cover note
- To guide the customer through the process of underwriting to manage the relationship after sales.
Education
Bachelor of Science in Insurance and Risk Management (BIRM) -
Institute of Finance Management
Dar es Salaam, TanzaniaAdvance Certificate of Secondary Education -
Ashira Secondary School
Kilimanjaro, TanzaniaCertificate of Secondary Education -
Mailisita Secondary School
Kilimanjaro, TanzaniaSkills
- Creativity and Innovation
- Financial Acumen
- Persuasion techniques
- Customer Relationship Management
- Excellent Communication
- Business Development
Accomplishments
- Demonstrated organizational and negotiation skills – Successful spotted additional services with existing customers/stakeholders
- Implementation of strategies to improve client satisfaction.
- Proven ability to work independently as well as performed as a team member.
- Achieve sales target and increase organizational revenue and profitability.
Birth
10/10/96
References
- Bhoke Jackson Makore, Branch Manager, Azania Bank Limited, Arusha Branch. +255767896313, bmakore@azaniabank.co.tz
- Joune David Ngonya, Principle Insurance Officer, Azania Bank Limited, +255715658603, jngonya@azaniabank.co.tz
- Kinanila Deus Nsoro, Principal Human Resource, First Housing Finance (Tanzania) Limited, +255677012011, kinanila.nsoro@firsthousing.co.tz
Languages
English
Upper intermediate (B2)
Swahili
Bilingual or Proficient (C2)
Timeline
Relationship Officer
First Housing Finance (Tanzania) Limited
01.2022 - 01.2024
Banc-assurance Officer
Azania Bank Limited
01.2020 - 01.2022
Bank assurance Sales Officer
Azania Bank Limited
01.2018 - 10.2020
Bachelor of Science in Insurance and Risk Management (BIRM) -
Institute of Finance Management
Advance Certificate of Secondary Education -
Ashira Secondary School
Certificate of Secondary Education -
Mailisita Secondary School
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