Julia Mutesi
Kampala
Summary
Experienced financial professional providing comprehensive financial advice and solutions. Known for strong analytical skills, forecasting relationship management and creating customized financial solutions for individuals and corporate clients. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
RBC Bank
01.2022 - 01.2024
- Generated $800K increase in investments, exceeding annual sales target by 14% in the first year with accuracy and efficiency.
- Achieved 85% client retention rate through proactive relationship management.
- Managed client relationships and their portfolios
- Identified and cultivated new clients
- Educated clients on various matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Educated clients on the different investment opportunities as a result leverage on what the market has to offer.
- Helped clients to set up investment accounts such as guaranteed investment certificates (GIC) and Registered Retirement Savings Plan (RRSP) towards retirement supplement pension
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Assisted clients on estate planning
- Reviewed loan applications, verifying information, and determining eligibility.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated Mutual Fund conversations and transactions as a result won business for the bank.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Delivered exceptional client experience by resolving clients' concerns at first point of contact.
- Attracted, nurtured and grew client's relationships while collaborating with different departments to cater respect to their specific needs.
- Facilitated new client onboarding process and investment account setup.
- Collaborated with team members to streamline processes and improve overall client experience.
Sales Specialist (Part-Time)
APPLE
01.2022 - 01.2024
- Recommended best solutions and offered warranty to customers.
- Assisted teammates in resolving complex customer issues.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Increased sales revenue by developing and implementing strategic sales plans.
- Trained customers on all Apple hardware and software.
- Finalized transactions and monitored inventories.
- Set and achieved company defined sales goals above 50% apple care and more than 25% with phones sold on a contract
- Identified potential business customers and developed professional relationships.
- Stayed current on industry trends by attending workshops, seminars, reading trade publications; applying newly acquired knowledge into daily activities.
- Coached junior sales team members on best practices, contributing to their professional development and overall success.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
Global Market Trainee
STANBIC Bank
01.2018 - 01.2019
- Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
- Performed sales function (FX trading for retail and corporate)
- Reviewed the policies while complying to the standard guidelines of the bank
- Set up weekly meeting for the team and clients
- Shadowed senior staff during client meetings, gaining valuable insights into client management strategies.
- Educated client about the different banks products and identified sales opportunities
- Performed administrative functions, answering phones and filing paperwork in support of department.
- Interacted with customers under supervision to support operational objectives.
- Participated in weekly team meetings to offer insights, fostering collaborative work environment.
Foreign Commercial Services (Internship)
US Embassy
01.2018 - 12.2018
- Supported FCS staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Coordinate office events and was the liaison between American and Kenya traders.
- Conducted market research and analysis
- Assisted with contract negotiations with traders
- Developed organizational skills through managing multiple tasks simultaneously while adhering to strict deadlines.
Education
Applied Diploma - Financial Services
Southern Alberta Institute of Technology - SAIT
Canada - Calgary06-2022
Bachelor of Science - Financial Management
United States International University Africa
Kenya - Nairobi12-2018
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
Accomplishments
- Awarded a certificate of exceptional client experience while at the bank
- ranked top 5% in sales performance among 100+ apple specialist
- Awarded a certificate of appreciate at the American embassy.
Certification
- Investment Funds Canada (IFC), Canadian Securities Institute - 2023
- Financial Modeling & Valuation Analysis (FMVA), Corporate Finance Institute - in progress
Timeline
Financial Advisor
RBC Bank
01.2022 - 01.2024
Sales Specialist (Part-Time)
APPLE
01.2022 - 01.2024
Global Market Trainee
STANBIC Bank
01.2018 - 01.2019
Foreign Commercial Services (Internship)
US Embassy
01.2018 - 12.2018
Applied Diploma - Financial Services
Southern Alberta Institute of Technology - SAIT
Bachelor of Science - Financial Management
United States International University Africa
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