ALFRED ALUBISIA BULEMI

Financial Professional & Project Leader

About

Results-driven financial professional with over 5 years of diverse experience spanning banking operations, financial advisory, and project management. Proven ability to drive significant mortgage sales (Kes 30M+ annually), cultivate strong client relationships (600+ conversions), and streamline back-office processes for enhanced efficiency. Adept at navigating complex financial regulations, conducting analytical research, and leading entrepreneurial ventures to sustained growth.

Work Experience

Business Owner

Self-Employed

May 2019 - Present

Kisumu, Kisumu County, KE

Led a successful service industry business, driving growth and managing comprehensive operations for over five years.

  • Successfully founded and managed a personal business for over 5 years, demonstrating consistent growth and operational profitability in the service industry.
  • Developed and implemented strategic retail business growth initiatives, providing tailored cash management and financing solutions to a diverse client base.
  • Cultivated deep expertise in land conveyance, property valuation, project planning, monitoring, and legal compliance within the service sector.

Financial Advisor

Cytonn Investment Limited

Sep 2017 - Jan 2018

Nairobi, Nairobi County, KE

Provided expert investment advice to high net worth individuals, identifying and recommending alternative investment opportunities.

  • Advised high-net-worth individuals on strategic alternative investment opportunities, optimizing their portfolio growth and wealth management.
  • Leveraged in-depth market knowledge to tailor financial solutions, aligning with client objectives and risk profiles to maximize returns.

Cash Officer

Housing Finance Bank

Oct 2011 - Jun 2016

Kisumu, Kisumu County, KE

Managed daily branch operations, ensured efficient delivery of banking services, resolved customer queries, and significantly drove sales performance.

  • Drove over Kes 30 million in annual mortgage sales, successfully facilitating homeownership for more than 13 families and significantly contributing to branch revenue targets.
  • Converted over 600 individuals into investors by effectively promoting and transferring their business portfolios and savings to Housing Finance, enhancing deposit growth.
  • Administered and oversaw five major construction projects, ensuring strict compliance with bank lending policies and local authority guidelines from initiation to completion.
  • Streamlined back-office operations, leading to improved customer service turnaround times and enhancing overall branch efficiency and customer satisfaction.
  • Acted as the primary liaison for all branch-related property conveyance matters for four years, meticulously managing acquisitions, securitization, and charge registrations to safeguard bank assets.
  • Trained and mentored new staff on banking operations and customer service protocols, contributing to team development and maintaining high service quality standards.

Intern, Credit Department

Housing Finance Bank

Jan 2011 - Jun 2011

Nairobi, Nairobi County, KE

Supported the Credit Department by assisting with loan account management, documentation, and project funds administration.

  • Assisted in the creation and disbursement of loan accounts, ensuring meticulous documentation and adherence to credit department procedures and regulatory requirements.
  • Gained practical experience in project funds administration, land conveyance, legal documentation, and comprehensive loan insurance covers, enhancing departmental efficiency.
  • Contributed to customer relationship management initiatives by collecting and analyzing data to inform management decisions and improve staff preparedness for query resolution.

Education

Project Management

Kenya Institute of Management

Jan 2012 - Dec 2012

Nairobi, Nairobi County, KE

Courses

  • Specific Goal Definition (SMART)
  • Progress Tracking & Monitoring
  • Customer Satisfaction Management
  • Project Quality Assurance

Political Science

Catholic University of Eastern Africa

Jan 2008 - Dec 2011

Nairobi, Nairobi County, KE

Courses

  • Analytical Research
  • Interpretive Analytical Report Writing
  • Visual & Oral Presentation
  • Human Preferences Analysis
  • Cultural, Political & Economic Variables

Languages

English

Skills

Financial Services

  • Financial Advisory
  • Investment Management
  • Mortgage Sales
  • Banking Operations
  • Risk Management
  • Credit Analysis
  • Loan Disbursement
  • Compliance
  • Property Valuation
  • Land Conveyance

Business Development

  • Small Business Management
  • Sales & Marketing
  • Customer Acquisition
  • Relationship Management
  • Retail Business Growth
  • Client Portfolio Management

Project Management

  • Project Administration
  • Project Planning
  • Project Monitoring
  • Reporting
  • Goal Setting
  • Quality Control

Operations & Analysis

  • Back-Office Operations
  • Data Entry
  • Report Writing
  • Analytical Research
  • Interpretive Reporting
  • Problem Solving
  • Process Improvement

Soft Skills

  • Team Leadership
  • Stakeholder Management
  • Customer Service
  • Communication
  • Multitasking
  • Deadline Management