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Professional CV

Relationship Manager  Kampala Member from 6 years

CURRICULUM VITAE

PERSONAL INFORMATION

Name

Okwir Richard

Nationality

Ugandan

Sex

Male

Birth date

15th June, 1984

Marital status

Married
 

Address

P. O. Box 2971, Kampala, Uganda

Tel: +256-759533313

E-mail: okwirrichard@yahoo.co.uk

Achievements

  • Appointed as Team leader for the Eastern region Enterprise banking segment in March 2013

  • Trained and re introduced SME loans in the 7 branches of Barclays in the Eastern region.

  • Grew SME loan portfolio to 15 Billion by from 2 billion in

  • Made the highest Forex income in the month of December 2014, making 451 Million.

EDUCATION AWARD

Bachelor of Business Administration

Oct 2003 – May 2006

Makerere University, Kampala, Uganda

  • Specialization: Accounting

Uganda Advanced Certificate of Education

Apr 2001 – Nov 2002

KatikamuSecondary School,Wobulenzi, Luwero.

Uganda Certificate of Education

Feb 1997 – Nov 2000

LakeSideCollege Luzira, Kampala, Uganda

PROFESSIONAL EXPERIENCES

Relationship Manager

October 2019 – to date

Business development Manager

January 2016 – October, 2019

Business Manager-Eastern Region

May 2012 to January 2016

Credit Officer

September 2007 to 18th May, 2012

ABC Capital Bank

  • Design and implement strategies that grow the sector through customer growth and retention across all sectors and drive revenue growth.

  • Conduct market intelligence about new markets, competitor product offerings and general market structure to enable informed decision making and product pricing.

  • Lead sales teams through carefully designed work plans that exploit the market place and guides there day to day sales activities, with intentions of capturing, and growing existing markets as per the bank strategy and set objectives.

  • Conduct regular sales meetings with staff to review sales progress and maintain good employee relations to ensure the highest level of retentions, morale and discipline.

  • Ensure that the business is profitable to the organization and at the same time adds value to the customer.

  • Conduct product knowledge to ensure all staff are aware about the product offerings and can effectively communicate this to the.

  • Developing new business and maintaining customer relationships in line with the organization’s customer service expectations and ensure retention.

Cable one

  • Developing new business and maintaining customer relationships in line with the organization’s customer service expectations and ensure retention.

  • Monitor all income lines of the business and ensure the income is generated beyond the set targets.

  • Contribute to the implementation of the consumer business strategy and market plans in order to accelerate business growth and profitability.

  • Ensure that turnaround time for the new business acquired is within the acceptable time frame that customers receive regular feedback and queries are responded to immediately.

  • Monitor performance of internet network and ensure all acquired customers are performing and quick solutions provided to customers with financial constraints.

  • Supervise and monitor performance of Relationship Officers and focus efforts towards achieving targets.

  • Conduct regular client reviews and discuss with and discuss with business executives on potential new clients.

  • Ensures contracts are in place with the appropriate clients and identifies their associates and follows up and resolves any complaints and keep the technical team informed.

  • Closely relates with the different departments and makes monthly sales and collection reports.

Barclays Bank

  • Responsible for determining objectives, strategies and actions that need to be adopted to address the region’s business growth issues, reduce the regions risk and achieve long lasting turnaround solutions to control management.

  • Conduct regular communication meetings with direct reports to communicate information, discuss problems, train staff, and provide a forum for discussion of pertinent issues.

  • Conduct market intelligence and competitor analyses in order to prepare marketing plans and strategies, with an objective of identifying business opportunities for branch portfolio growth.

  • Establish and maintain effective relationships with new and existing customers, establishing their needs and attending on the suitability of services according to prescribed service level agreements.

  • Tasked with the responsibility of business growth in the region, regarding Assets, Liabilities, and forex. Plus, income generation through new customDeveloping new business and maintaining customer relationships in line with the organization’s customer service expectations and ensure retention.

  • Evaluate new and renewal lending proposals, negotiating terms with customers and where appropriate, submitting proposals to credit department for approval.

  • Build, develop and motivate high performance team committed to achieving success through each other by coaching and mentoring the members of the team.

  • Ensure that organization policies and procedures are adhered to in order to minimize risk and financial loss.

  • Train colleagues in processing business loans, Trade finance products, Asset financing and business accounts.

  • Review all regional business loans and ensure all policies are adhered to before customer accounts being credited.

  • Ensure that all loan and account application forms are completed in accordance with CDD and KYC policies are properly adhered to, plus all regulatory, bank laws and policies are upheld in all operations.

  • Collect feedback from colleagues and customers to be used in developing new products and reviewing existing products.

  • Motivate teams and keep them focused towards achieving the regional goals.

  • Contribute to the bank’s business strategy by delivering sales objectives and sales targets.

PRIDE Microfinance

  • Carried out pre-screen interviews with clients in order to establish client need and viability of the deal structure.

  • I liaise with Account Analysts in appraisal of clients’ applications by ensuring that full application details are obtained from the client

  • Designed, implemented and kept truck of the repayments to ensure overall compliance and maintain a quality portfolio.

  • Harnessed the customer relationship and offered sound advice to customers

  • Contribute to the enhancement of the bank’s range of customer products and value propositions.

  • Did the marketing and soliciting for new customers and ensured monthly targets were met.

  • Relationship managed customers and emphasized timely repayments as a condition for future borrowings.

  • Actively recovered all outstanding loans in line with laid down procedures.

REFEREES

    1. Nalunga Alex Gita

Branch Manager,

Barclays Bank, Kansanga Branch

P.O. Box 2971,

Kampala

0772688484

2. Mr. George Etyang

Commercial officer

Tororo District Local Government,

P.O. Box 1,

Tororo

0756233433

3. Mr. Mustafa Kangave

Branch Manager,

PRIDE Microfinance,

Nakawa Branch

+256 758880376

Skills

Marketing sales financial analysis management planning motivation leadership

Education

  • Makarere University
     2003 - 2006 :  Accounting
     Grade / GPA : 3.42
     Qualification : BBA (Accounting)

Experience

  • ABC Capital Bank
     October 2019 to date :  Relationship Manager
     Yearly Salary : 37,200,000
     Job Duties : 
    Design and implement strategies that grow the sector through customer growth and retention across all sectors and drive revenue growth. Conduct market intelligence about new markets, competitor product offerings and general market structure to enable informed decision making and product pricing. Lead sales teams through carefully designed work plans that exploit the market place and guides there day to day sales activities, with intentions of capturing, and growing existing markets as per the bank strategy and set objectives. Conduct regular sales meetings with staff to review sales progress and maintain good employee relations to ensure the highest level of retentions, morale and discipline. Ensure that the business is profitable to the organization and at the same time adds value to the customer. Conduct product knowledge to ensure all staff are aware about the product offerings and can effectively communicate this to the. Developing new business and maintaining customer relationships in line with the organization’s customer service expectations and ensure retention.
  • Cable one
     January 2016 – October, 2019 :  Business development Manager
     Yearly Salary : 33,600,000
     Job Duties : 
    Developing new business and maintaining customer relationships in line with the organization’s customer service expectations and ensure retention. Monitor all income lines of the business and ensure the income is generated beyond the set targets. Contribute to the implementation of the consumer business strategy and market plans in order to accelerate business growth and profitability. Ensure that turnaround time for the new business acquired is within the acceptable time frame that customers receive regular feedback and queries are responded to immediately. Monitor performance of internet network and ensure all acquired customers are performing and quick solutions provided to customers with financial constraints. Supervise and monitor performance of Relationship Officers and focus efforts towards achieving targets. Conduct regular client reviews and discuss with and discuss with business executives on potential new clients. Ensures contracts are in place with the appropriate clients and identifies their associates and follows up and resolves any complaints and keep the technical team informed. Closely relates with the different departments and makes monthly sales and collection reports.
  • Barclays Bank
     May 2012 to January 2016 :  Business Manager
     Yearly Salary : 30,000,000
     Job Duties : 
    Responsible for determining objectives, strategies and actions that need to be adopted to address the region’s business growth issues, reduce the regions risk and achieve long lasting turnaround solutions to control management. Conduct regular communication meetings with direct reports to communicate information, discuss problems, train staff, and provide a forum for discussion of pertinent issues. Conduct market intelligence and competitor analyses in order to prepare marketing plans and strategies, with an objective of identifying business opportunities for branch portfolio growth. Establish and maintain effective relationships with new and existing customers, establishing their needs and attending on the suitability of services according to prescribed service level agreements. Tasked with the responsibility of business growth in the region, regarding Assets, Liabilities, and forex. Plus, income generation through new customDeveloping new business and maintaining customer relationships in line with the organization’s customer service expectations and ensure retention. Evaluate new and renewal lending proposals, negotiating terms with customers and where appropriate, submitting proposals to credit department for approval. Build, develop and motivate high performance team committed to achieving success through each other by coaching and mentoring the members of the team. Ensure that organization policies and procedures are adhered to in order to minimize risk and financial loss. Train colleagues in processing business loans, Trade finance products, Asset financing and business accounts. Review all regional business loans and ensure all policies are adhered to before customer accounts being credited. Ensure that all loan and account application forms are completed in accordance with CDD and KYC policies are properly adhered to, plus all regulatory, bank laws and policies are upheld in all operations. Collect feedback from colleagues and customers to be used in developing new products and reviewing existing products. Motivate teams and keep them focused towards achieving the regional goals. Contribute to the bank’s business strategy by delivering sales objectives and sales targets.
  • PRIDE Microfinance
     September 2007 to 18th May, 2012 :  Credit Officer
     Yearly Salary : 14,400,000
     Job Duties : 
    Carried out pre-screen interviews with clients in order to establish client need and viability of the deal structure. I liaise with Account Analysts in appraisal of clients’ applications by ensuring that full application details are obtained from the client Designed, implemented and kept truck of the repayments to ensure overall compliance and maintain a quality portfolio. Harnessed the customer relationship and offered sound advice to customers Contribute to the enhancement of the bank’s range of customer products and value propositions. Did the marketing and soliciting for new customers and ensured monthly targets were met. Relationship managed customers and emphasized timely repayments as a condition for future borrowings. Actively recovered all outstanding loans in line with laid down procedures.

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