Phyllice Gitumbi

Independent

Trainer

Education level and background:
• BA - economics
• MBA-finance
• Kenya Institute of Bankers
• Chartered Institute of Bankers

Business training and certifications:
• IFC-LPI TPMA certified trainer
• International Labour Organization (ILO)-Training (NB: Classwork completed, In the certification process)

Aspiration:
To train for impact in the lives of my trainees including women and their organizations and ecosystems.

Professional experience:
Over nineteen years of experience in banking starting from a management trainee.

Management positions held:
• Head of Retail and SME – Spire Bank (formerly Equatorial Commercial Bank)
• Senior Manager, Institutional Banking - Bank of Africa
• Senior Manager Mortgages & Diaspora Banking- Bank of Africa
• Senior Manager Retail Banking - Bank of Africa
• Branch Manager, Customer Service Officer, and Operations Manager - Housing Finance, Bank of Africa.

Training experience:
I have been involved in training for over ten years as I worked in the bank and subsequently as an independent financial consultant and trainer.

Areas of expertise in training:
• Financial management and planning
• Leadership
• Banking
• Strategy development and implementation
• Start and Improve Your a Business (SIYB) modules:
- Generating Your Business Idea- GYBI
- Starting Your Business-SYB
- Improving Your Business-IYB
• Change management
• Sales and marketing
• Customer service
• Business monitoring and evaluation
• Savings and investments
• Pension planning
• Insurance personal and business insurance
• Budgeting
• Performance management

Currently holding a position as a General Manager at LiftRise Capital Agencies. A financial services company involved in training in financial management and planning, starting and improving businesses and pension setup, investments, and insurance.