KAUMA PAUL
Birth Date: 14th January 1992
Nationality: Ugandan
Marital Status: Single
Language Skills English, Luganda, Lusoga
Email: pkauma@gmail.com
Passionate about financial services with strong communication, organizational and project management skills.
HIGHLIGHTS OF SKILLS
- 3 years’ experience in financial services and relationship management.
- 2 years’ experience in Market research and Field projects.
- Strong project planning, management and operations in a financial institution.
- Excellent communication and organizational skills with the ability to interact with clients and employees in all levels of the organization.
- 3 years’ experience in operations, team work and technical assistance to management.
- Extensive knowledge and understanding of banking products and services, customer care and client relationship.
- 2 years’ experience and knowledge in Treasury, dealership and forex.
EDUCATION
- Master’s in Business Administration, University of South Wales UK, Ongoing
- Bachelor of Business Statistics, Makerere University, 2015
- Uganda Advanced Certificate of Education, Naalya Senior Secondary School,
SKILLS AND CERTIFICATIONS
▪ Super Achiever Award, Unimoni Exchange Services Ltd, July 2018
▪ Best performance under the super hero category, UES Ltd, December 2017
▪ Certificate for Outstanding Performance, Unimoni Exchange Services Ltd, 2017
▪ Certificate for Best Employee of Customer Service Week, UES Ltd,2017
▪ Customer Care Training, Unimoni Exchange Services Ltd, October 2017
▪ Certificate in Best performance in achieving least cash shortage, UES ltd, Dec 2016
▪ Certificate of Appreciation for Best Presentation, Rotary Club International, Sept 2016
▪ Certificate of Recognition for outstanding performance customer service week, UES ltd 2015
▪ Certificate of Participation in Statistician Inter University Sports, Makerere University, 2013.
CAREER EXPERIENCE
- Unimoni Exchange Services Ltd – Senior Retail Sales and Service Officer/Treasury Officer.
October 2015 to Date
- Contributing to meeting sales plan and related activities by growing both existing and new client portfolios
- Conducting business development activities that result in generating more referrals, clients and business
- Contributing to team client experience and sales results by assisting clients with their full range of financial needs including day to day banking (small business, personal), borrowing or saving for a goal and protecting the future.
- Developing and maintaining relationships with partners to optimize business opportunities and referrals.
- Providing prompt, courteous service to clients in person and by phone, answering questions and processing, account transfers, bill payments and remittances.
- Customer registration (individual and corporate) and customer data modification.
- Cross-selling other company products and services by making referrals appropriately.
- Supporting marketing campaigns.
- Balancing and reconciling retail cashiers
- Assisting with opening and closing of the branch.
- Treasury activities like; Serving different forex bureaus with rates for their currencies, booking different rates, serving walk in customers with improved rates, calculating competitive and attractive board rates for walk in customers.
- Assisting with branch compliance activities.
- Participate in trainings, developing and motivating staff in the branch
- Insight Research company– Research assistant June 2013 – July 2015
- Train and prepare for field work as per clients’ goals and research objectives
- Conduct interviews with the specified target group
- Deliver collected data and information by questionnaires on time
- Ensure accurate and correct information for both individual and group
- Compile a report on the field activities engaged in
- Data cleaning and coding activities
- Template designing for data entry
- Data entry
- Handing in on- time a copy of the entered data for analysis
- Vision group of companies– Contractual Research assistant
August 2013 – April 2015
- Design Questionnaires
- Collect Data
- Enter Data into Computer System like SPSS, EXCEL etc
- Edit Data involves cleaning and coding data
- Analyse Data; involves preparing a final copy to be handed in for analysis through back checking the collected information.
- Write field reports.
- Results-Based Financing For Maternal and Neonatal Health (RBF4MNH) Initiative piloted by the Ministry of Health in Malawi –programme assistant Uganda
July 2013
- Report writing
- Data cleaning
- Field assessment programme and co ordination
REFERENCES
- ANNETTE NANTUMBWE
Financial Services Development Officer
The Agricultural Business Initiative (aBi) Trust
Nakasero
Phone: 0774 838 482/ 0312 351 600
Annette.nantumbwe@abi.co.ug
- MR. MWOTA KENNEDY
Research Co-ordinator;
Vision group of companies
Tel: 0312- 337 000 / 0775 987 871
- MATHEW NVIIRI, MPH
Programme Director,
RBF4MNH Initiative/ Lilongwe/ Malawi
Tel: +256-703647320 /+265995940552
Email: matthew.nviiri@gmail.com