Susan Muigai

• Directed administrative operations encompassing supplier management, company assets, and inventory control.
• Human capital support and administration
• Managed recruitment, onboarding and exit procedures
• Ensured compliance with company's standard operating procedures and regulatory requirements.
• Managed customer service responsibilities successfully.
• Implemented strategies to maintain efficient office operations.

• Driving force behind the development of new customer relationships through the establishment of alliances and strategic partnerships
• Played a key role in enhancing brand awareness by engaging in strategy development and conducting market research.

• Developed and implemented marketing and sales plans while managing a team of six employees and 80 sales agents
• Successfully oversaw both direct and indirect sales distribution channels
• Orchestrated creation of 5 investment products by directing the Product Development Committee, collaborating with the Investment Committee, IT Department, and Marketing team
• Achieved a 15% increase in departmental efficiency through collaboration with team members.

• Achieved a $100 Million growth in Assets Under Management by designing customized portfolio solutions aligned with clients' financial health and future needs.
• Cultivated robust connections with a large portfolio of clients, resulting in superior service provision and accelerated utilization rates for investment products.
• Developed a comprehensive training curriculum for Investment Management which successfully trained 170 staff members
• Organized and facilitated more than 100 seminars involving staff and clients, leading to growth in revenue.
• Leveraged active networking to source and generate leads.
• Expanded client base through proactive engagement with potential customers, strategic account planning, and effective sales pipeline management.

Middle Office Specialist

• Executed client onboarding, reporting, regulatory compliance, and market research.

Investment Dealer

• Implemented strategies to execute Fixed Income and Equities orders, resulting in enhanced trading outcomes for existing portfolios.
• Managed investment orders with high sensitivity to fiduciary responsibilities in a logical and risk-controlled manner
• Analyzed competitor activity through market research
• Ensured compliance with investment policy statements and trust deeds.

Unit Trusts Operations Officer

• Streamlined processes and procedures for efficient back-office operations
• Maintained organized and accurate client database for prompt reporting
• Analyzed investment needs of clients and made recommendations for suitable products.