Victor Ouma
St. Catharines,ON
Summary
Highly motivated and results-driven professional with more than 12 years of experience in various fields. Possessing a proven track record of success in various capacities. Demonstrated expertise in sales and marketing, team work, combined with a strong ability to lead teams, drive revenue growth, build client relationships. Personal Details Highest Level of Education: Bachelor's Degree Total years of experience: 12 Strategic-thinking business development manager with 12 years of experience building relationships, cultivating partnerships, retaining top accounts and growing profit channels by establishing trust. Persuasive and self-motivated with expertise in expanding network connections and introducing products. Well-versed in educating clients, implementing pricing strategies and driving territory development.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Director of Sales and Business
MFT fulfillment Centre
01.2020 - 06.2023
Director of Client Services and Sales
Speedball Courier Services, Speedball Courier
10.2017 - 12.2019
- I was responsible for overseeing both the client services department and the sales team
- The role focused on building and maintaining strong relationships with clients, ensuring excellent customer service, and driving sales growth for the company
- Some key responsibilities of the Director of Client Services and Sales included: Client Relationship Management: Built and maintained strong relationships with key clients, including businesses, organizations, and individual customers
- Understood their unique shipping and logistics needs and provide personalized solutions
- Sales Strategy Development: Developed and implemented sales strategies and plans to achieve revenue targets for the courier company
- Identified new business opportunities, markets, and potential clients to expand the customer base in East Africa
- Team Leadership: Led, managed, and motivate the client services team and sales representatives
- Provided guidance, training, and support to enhance their customer service and sales skills
- Business Development: Oversaw business development efforts to acquire new clients and grow existing accounts in East Africa
- Worked closely with the sales team to generate leads and convert them into sales
- Client Services Excellence: Ensured that the client services team delivers excellent customer service at all stages of the shipping and logistics process
- Addressed client inquiries, concerns, and complaints promptly and effectively
- Client Retention: Implemented strategies to enhance client retention and loyalty
- Proactively engaged with clients to assess satisfaction levels and identify opportunities for improvement
- Sales Performance Management: Monitored sales performance, track key performance indicators (KPIs), and implement strategies to achieve or exceed sales targets
- Customer Feedback and Analysis: Gathered customer feedback to measure customer satisfaction and identify areas for improvement
- Used data analysis to make informed decisions and improve service quality
- Sales and Customer Service Training: Provided training to the sales and client services teams to enhance their product knowledge, customer service skills, and sales techniques
- Cross-Department Collaboration: Collaborated with other departments, such as operations and logistics, to ensure seamless service delivery and customer satisfaction
- Market Research: Conducted market research to identify trends, competitor activities, and customer preferences
- Used this information to refine sales strategies and offerings in various markets
- Contract Negotiation: Led contract negotiations with key clients to ensure mutually beneficial agreements and long-term partnerships
- Compliance and Quality Assurance: Ensured that all services provided by the courier company meet quality standards and complied with relevant regulations and industry best practices
- Budget Management: Managed the budget for the client services and sales departments
- Head of retail and corporate sales
Head of Retail and Corporate Sales
Wepay Insurance Brokerage, Wepay
07.2016 - 08.2017
- Insurance brokerage, I was responsible for overseeing and managing the sales operations of the organization, focusing on both retail (individual customers) and corporate (business customers) segments
- The role involved leading a team of sales professionals, setting sales strategies, and driving revenue growth while ensuring excellent customer service and client satisfaction
- Some of the duties included; Sales Strategy Development: Developed and implemented sales strategies and plans to achieve revenue targets for both the retail and corporate segments
- Aligned the strategies with the brokerage's overall business goals and market conditions
- Team Leadership: Led, managed, and motivated the sales team, which includes sales team leaders and representatives
- Provided guidance, support, and training to enhance their selling skills and performance
- Business Development: Identified new business opportunities and potential clients in the retail and corporate markets
- Expanded the brokerage's customer base through proactive business development efforts
- Client Relationship Management: Built and maintained strong relationships with key retail and corporate clients
- Understood their insurance needs, provided tailored solutions, and ensured exceptional customer service
- Product Knowledge and Training: Stayed updated with insurance products and services offered by the brokerage
- Provided training to the sales team to enhance their product knowledge and effectively communicated value propositions to clients
- Sales Performance Management: Monitored sales performance, tracked key performance indicators (KPIs), and implemented corrective actions when needed to ensure sales targets are met or exceeded
- Market Research: Conducted market research to identify market trends, competitor activities, and customer preferences
- Use this information to fine-tune sales strategies and offerings
- Collaboration with Insurance Companies: Established strong partnerships with insurance carriers to negotiate favorable terms, access exclusive products, and stay updated with market changes
- Sales Process Optimization: Continuously reviewed and optimized the sales process to improve efficiency and maximize conversions in both retail and corporate sales
- Compliance and Regulations: Ensured that all sales activities comply with relevant laws, regulations, and industry standards
- Promoted ethical practices and maintain the brokerage's reputation as a trustworthy partner
- Sales Reporting and Analysis: Prepared regular sales reports, analyzed sales data, and provided insights to senior management
- Used data-driven analysis to make informed decisions and support strategic planning
- Customer Retention: Implemented strategies to enhance customer retention and ensure ongoing satisfaction with the brokerage's services
- Cross-Department Collaboration: Collaborated with other departments such as marketing, underwriting, and claims to ensure seamless customer experiences and operational efficiency
- Budget Management: Managed the sales department's budget, allocate resources effectively, and track expenses to ensure financial objectives are met.
Relationship Manager
Diamond Trust Bank
03.2015 - 05.2016
- In the Bancassurance , my role was to manage and strengthen the relationship between the bank and the insurance companies within the bancassurance partnership
- Acted as the intermediary between the two entities and played a pivotal role in driving insurance sales and providing insurance solutions to the bank's customers
- Some of the key responsibilities included; Partnership Management: Fostered and maintained a strong and collaborative relationship between the bank and the insurance company
- Acted as the primary point of contact for both parties and facilitate effective communication
- Sales and Business Development: Drove insurance sales through the bank's channels by identifying potential customers and promoting insurance products
- Worked closely with the bank's sales team and relationship managers to generate leads and converted them into insurance sales
- Client Relationship Management: Developed and nurtured relationships with key clients, which include the bank's high-value customers and potential business partners
- Understood their insurance needs and provided appropriate insurance solutions
- Product Knowledge and Training: Stayed updated with the insurance company's product offerings, policy features, and benefits
- Provided training to the bank's sales team and relationship managers to enhance their product knowledge and selling skills
- Needs Assessment: Conducted thorough needs assessments for bank customers to understand their insurance requirements
- Tailor insurance solutions to meet their specific needs and financial goals
- Cross-Selling and Upselling: Identified opportunities for cross-selling and upselling insurance products to existing bank customers who may benefit from additional coverage or higher policy limits
- Compliance and Regulations: Ensured that all bancassurance activities adhere to regulatory requirements and compliance standards set by relevant authorities
- Sales Reporting and Analysis: Prepared regular sales reports and performance metrics for the insurance company and the bank's management
- Analyzed data to identify trends and opportunities for improvement
- Customer Service and Support: Addressed customer inquiries, concerns, and complaints related to insurance products
- Provided timely and accurate information to ensure high levels of customer satisfaction
- Campaigns and Promotions: Collaborated with the marketing team to design and implement promotional campaigns to boost insurance sales and increase brand awareness
- Market Research: Stayed informed about market trends, customer preferences, and competitors' activities in the insurance industry
- Used this knowledge to develop effective sales and marketing strategies
- Risk Management: Worked with the insurance company's underwriting team to manage risks associated with insurance applications and policies issued through the bancassurance channel
- Renewals and Retention: Monitored policy renewals and proactively engage with customers to encourage policy renewals
- Focus on customer retention strategies to maintain a loyal customer base.
assistant Bancassurance Manager
NIC bank, Now NCBA
05.2014 - 02.2015
- Country, I was responsible for overseeing and managing the bancassurance operations within the bank's partnership with insurance companies
- The role involved a diverse set of responsibilities ranging from strategy development to team management
- Some of the roles and responsibilities included; Strategy Development: Developed and implemented strategic plans for the bancassurance channel in alignment with the overall business objectives of the bank and insurance regulatory authority (IRA)
- This involved setting sales targets for all bank branches, identifying new market opportunities, and enhancing existing product offerings-Asset financing, loan overdrafts and other banking products including but not limited to credit cards
- Partnership Management: Fostered and maintained strong relationships with the insurance companies' representatives and other key stakeholders involved in the bancassurance partnership
- Collaborated with them to ensure effective coordination and successful implementation of joint initiatives
- Product Development and Management: Worked with the insurance companies to design and launch insurance products tailored to the bank's customer base
- Ensure that the products meet customers needs, comply with regulations, and are competitive in the market
- Sales Performance Management: Monitor and analyze sales performance, set sales targets, and implement strategies to achieve revenue and growth objectives
- Provided guidance and support to the sales team in achieving their goals
- Underwriting and Risk Management: Oversaw the underwriting process to ensure that insurance applications are processed efficiently, and risks are appropriately assessed
- Collaborated with the underwriting team to maintain a balanced risk portfolio
- Compliance and Regulatory Adherence: Ensured that all bancassurance activities comply with relevant laws, regulations, and internal policies
- Stayed updated on regulatory changes that may impact bancassurance operations
- Training and Development: Provided training and development opportunities to the sales and underwriting teams to enhance their skills, product knowledge, and overall performance
- Marketing and Promotions: Worked with the marketing team to develop effective marketing strategies and campaigns to promote insurance products to the bank's customers
- Customer Service and Support: Ensured that customers receive high-quality service and support throughout their journey, from product inquiries to claims processing
- Financial Management: Monitored the financial performance of the bancassurance channel, analyze expenses, and optimize cost-efficiency while maintaining profitability
- Reporting and Analytics: Generated regular reports on bancassurance performance, sales metrics, customer feedback, and market trends
- Used data-driven insights to make informed decisions and improve operational efficiency
- Continuous Improvement: Continuously evaluated and enhanced the bancassurance process, customer experience, and operational efficiency to stay competitive and meet evolving market demands.
Ass. Manager
Diamond Trust bank
01.2012 - 04.2014
Team Leader
CIC Insurance Company
06.2011 - 01.2012
- In the Sales department I was responsible for leading a team of sales officers and driving insurance sales within the various bank's customer base through the bancassurance channel
- Played a pivotal role in motivating the sales team, setting sales targets, and implementing strategies to achieve revenue goals
- Worked closely with the bank's relationship managers and collaborated with the underwriting team to ensure a seamless sales process
- Responsibilities included: Leading and managing a team of bancassurance sales officers, providing coaching, training, and performance feedback
- Setting sales targets for the team and develop strategies to achieve or exceed revenue goals
- Collaborating with the underwriting team to ensure the efficient processing of insurance applications and timely policy issuance
- Monitoring the team's sales activities, pipeline, and conversion rates to track performance and identify areas for improvement
- Conducting regular sales meetings to motivate the team, share best practices, and address challenges
- Working with the marketing department to develop and implement promotional campaigns to boost insurance sales
- Analyzing market trends and customer feedback to identify opportunities for product enhancements or new offerings
- Handling complex sales cases and customer inquiries, providing expert guidance to the sales team
- Ensuring compliance with sales processes, company policies, and regulatory requirements
- Collaborating with senior management to provide updates on sales performance and contribute to the development of sales strategies.
Bancassurance officer
CIC Insurance Company
08.2010 - 06.2011
- As a Bancassurance Underwriter I was responsible for evaluating insurance applications received through the bank's channel and assessing the risk associated with each application
- Ensured that insurance policies offered through the bancassurance partnership comply with the insurance company's underwriting guidelines and regulatory requirements
- Also made informed decisions on accepting or declining insurance applications, determines policy terms and conditions, and sets appropriate premium rates
- Responsibilities included: Assessing insurance applications received through the bancassurance channel and evaluating the risk associated with each application
- Reviewing applicants profiles, including age, health condition, occupation, lifestyle, and other relevant factors to determine risk levels
- Making informed decisions on accepting or declining insurance applications based on risk assessment and company guidelines
- Determining appropriate policy coverage, sum assured, and premium rates for each application
- Collaborating with the bank's relationship managers and customer service teams to address customer inquiries related to policy underwriting and coverage details
- Ensuring compliance with regulatory requirements and internal underwriting guidelines
- Monitoring and reviewing the bancassurance portfolio to maintain a balanced and healthy risk profile
- Working closely with the sales team to provide guidance on underwriting aspects and address any queries they may have
- Participating in continuous learning and training to stay updated with industry trends and best practices in underwriting
Director of Sales and Business Development
MFT
- Fulfillment center, I was responsible for driving sales growth, expanding the customer base, and establishing strategic partnerships to enhance the fulfillment center's business
- The role involved overseeing the sales team, developing sales strategies, and identifying new business opportunities to achieve revenue targets
- Some of the duties included; Sales Strategy Development: Developed and implemented sales strategies and plans to achieve sales targets and revenue goals
- Identify market segments, industries, and potential clients for business expansion
- Business Development: Identified and pursued new business opportunities and potential customers
- Researched and analyzed market trends, competitive landscape, and customer needs to develop effective business development strategies
- Lead Generation and Conversion: Oversaw lead generation activities and worked with the sales team to convert leads into customers
- Fostered relationships with prospects and built a robust pipeline of potential clients
- Client Relationship Management: Built and maintained strong relationships with existing clients across the globe
- Understood their needs and requirements, addressed concerns promptly, and sought opportunities to upsell or cross-sell services
- Partnerships and Alliances: Identified and established strategic partnerships and alliances to expand the fulfillment center's reach and service offerings
- Collaborated with other companies or organizations to create mutually beneficial business opportunities
- Sales Team Management: Led and managed the sales team, providing guidance, training, and support
- Set sales targets and KPIs, tracked performance, and provided feedback to drive continuous improvement
- Sales Collateral and Presentations: Developed and updated sales collateral, presentations, and marketing materials to effectively communicate the value proposition of MFT fulfillment center's services to potential clients
- Negotiations and Contract Management: Led negotiations with clients and partners to ensure favorable terms and agreements
- Managed contract negotiations, renewals, and amendments
- Market Research and Analysis: Conducted market research to identify industry trends, customer preferences, and competitive intelligence
- Utilized data analysis to make informed decisions and develop targeted sales approaches
- Budget Management: Managed the sales and business development budget, allocated resources efficiently, and ensured cost-effectiveness
- Compliance and Quality Assurance: Ensured that all sales activities and services provided by MFT fulfillment Centre comply with industry standards, regulations, and quality requirements
- Customer Satisfaction: Monitored customer satisfaction levels and implement strategies to enhance customer experience and loyalty
- Marketing Support: Collaborated with the marketing team to align sales efforts with marketing campaigns and promotional activities
- Reporting and Analytics: Prepared regular sales and business development reports for senior management, providing insights on performance and areas for improvement.
Director
- Client Services and sales
Ass. Bancassurance Manager
Countrywide
Bancassurance assistant Manager
- I was responsible for overseeing and managing the bancassurance operations within the bank's partnership with insurance companies
- The role would involved a diverse set of responsibilities ranging from strategy development to team management
- Some other duties were as below; Strategy Development: Developed and implemented strategic plans for the bancassurance channel in alignment with the overall business objectives of the bank and insurance regulatory authority (IRA)
- This involved setting sales targets, identifying new market opportunities, and enhancing existing product offerings
- Partnership Management: Fostered and maintained strong relationships with the insurance company's representatives and other key stakeholders involved in the bancassurance partnership
- Collaborated with them to ensure effective coordination and successful implementation of joint initiatives
- Product Development and Management: Worked with the insurance companies to design and launch insurance products tailored to the bank's customer base
- Ensure that the products meet customer needs, comply with regulations, and are competitive in the market
- Sales Performance Management: Monitor and analyze sales performance, set sales targets, and implement strategies to achieve revenue and growth objectives
- Provide guidance and support to the sales team in achieving their goals
- Underwriting and Risk Management: Oversaw the underwriting process to ensure that insurance applications are processed efficiently, and risks are appropriately assessed
- Collaborated with the underwriting team to maintain a balanced risk portfolio
- Compliance and Regulatory Adherence: Ensured that all bancassurance activities comply with relevant laws, regulations, and internal policies
- Stayed updated on regulatory changes that may impact bancassurance operations
- Training and Development: Provided training and development opportunities to the sales and underwriting teams to enhance their skills, product knowledge, and overall performance
- Marketing and Promotions: Worked with the marketing team to develop effective marketing strategies and campaigns to promote insurance products to the bank's customers
- Customer Service and Support: Ensured that customers receive high-quality service and support throughout their journey, from product inquiries to claims processing
- Financial Management: Monitored the financial performance of the bancassurance channel, analyzed expenses, and optimized cost-efficiency while maintaining profitability
- Reporting and Analytics: Generated regular reports on bancassurance performance, sales metrics, customer feedback, and market trends
- Used data-driven insights to make informed decisions and improve operational efficiency
- Continuous Improvement: Continuously evaluated and enhanced the bancassurance process, customer experience, and operational efficiency to stay competitive and meet evolving market demands
- Ass
- Bancassurance team leader (Underwriting & Business development)
Education
Certificate of Proficiency in Insurance -
College of Insurance
04.2012
Bachelor's - Education Arts (Mathematics/Econonics
Egerton University
12.2010
Skills
- Solution Selling
- KPI Analysis
- Key Account Development
- Performance Management
- Cold Calling
- Strategic Planning
- Sales Tracking
- Client Relationship Management
- Sales Team Training
- Lead Generation
- Staff Management
- Territory Sales Management
- Order Management
- Revenue Forecasting
- Pipeline Management
- New Business Development
- Sales Reporting
- Sales Operations
- Continuous Improvements
- Prospecting Skills
- Territory and Account Management
- Excellent Communication Skills
- Rapport and Relationship Building
- Profit and Revenue-Generating Strategies
- Verbal and Written Communication
Certification
COP-Certificate of proficiency
March 2012 to June 2012
Languages
English
Professional
Swahili
Professional
Timeline
Director of Sales and Business
MFT fulfillment Centre
01.2020 - 06.2023
Director of Client Services and Sales
Speedball Courier Services, Speedball Courier
10.2017 - 12.2019
Head of Retail and Corporate Sales
Wepay Insurance Brokerage, Wepay
07.2016 - 08.2017
Relationship Manager
Diamond Trust Bank
03.2015 - 05.2016
assistant Bancassurance Manager
NIC bank, Now NCBA
05.2014 - 02.2015
Ass. Manager
Diamond Trust bank
01.2012 - 04.2014
Team Leader
CIC Insurance Company
06.2011 - 01.2012
Bancassurance officer
CIC Insurance Company
08.2010 - 06.2011
Director of Sales and Business Development
MFT
Director
Ass. Bancassurance Manager
Countrywide
Bancassurance assistant Manager
Certificate of Proficiency in Insurance -
College of Insurance
Bachelor's - Education Arts (Mathematics/Econonics
Egerton University
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