Open To Work
Kelvin Chona
Mazabuka
Summary
Experienced Wealth ManagementConsultant with a strongbackground in client relationshipmanagement andfinancial advisory. Expertise insales strategies and mentoring,with a proven ability to enhanceteam collaborationand leadership. Skilled in dataanalysis and market research,driving client engagement andbusiness growth. Adept at financial analysis, risk management, and portfoliooptimization, ensuring clientsachieve their financial goals.
Overview
2
2
years of professional experience
1970
1970
years of post-secondary education
Work History
Wealth Management Consultant
Prudential Life Assurance Zambia
LUSAKA, ZM
10.2023 - Current
- Mentoring on how to secure finances
- How to invest in a good way
- Sales and marketing of products
- Training and development of new recruitment.
- Connecting new clients to the business
- Customer engagement and relationship management
Booking Manager
Runners Entertainment Company
- Managed bookings and client engagements for the company.
Facebook Page Manager
Growth and Freedom
- Oversaw content creation and page management to ensure consistent growth.
Recording Management Personnel
Roynamz Enterprise
- Handled records and ensured proper documentation.
Research Officer
Jump Start Inspiration Zambia
- Handled research work and radio presentations.
Mentor for Entrepreneurship
Zambia Governance Foundation for Civil Society
- Work as a mentor for entrepreneurship.
Education
BBA - Business Administration With Economics
University of Zambia
Lusaka , Zambia 02.2022 - 10/2025
Philanthropy University
Skills
- Team collaboration
- Sales strategies
- Market research
- Client relationship management
- Record management
- Account and finance
- Data analysis and interpretation
- Report writing
- Communication
- Computer ( Microsoft packages)
- Teaching
- Leadership
- Coordination management
- Financial auditing
- Financial planning
- Investment strategies
- Portfolio management
References
- Green Living Innovation Ltd, 0968484220
- Mr. Kalenga, UNZA Taxation Lecturer, 0977796785
- Mr. Kaira, UNZA Cost Accounting and Management Accounting Lecturer, +260979683890
- Mr. Kanyiso, Visionary Director Jump Start Inspiration Zambia, +260979453438
- Ms. Happy Moyo, Project Manager Zambia Governance Foundation for Civil Society, 0979579674
Certifications And Achievements
- Grade 12 Certificate,
- Advanced Data Analysis
- Records Management
- Finance and Accounting for Non-Financial Managers
- Superior performance leadership certificate
- Data science
- Sustainable development goals
- Africa must think
Languages
Tonga
Native language
English
Proficient (C2)
C2
Bemba
Beginner
A1
Nyanja
Beginner
A1
Work Preference
Work Type
Full TimePart TimeContract WorkInternshipGig WorkLocation Preference
RemoteOn-SiteHybridTimeline
Wealth Management Consultant
Prudential Life Assurance Zambia
10.2023 - Current
BBA - Business Administration With Economics
University of Zambia
02.2022 - 10/2025
Booking Manager
Runners Entertainment Company
Facebook Page Manager
Growth and Freedom
Recording Management Personnel
Roynamz Enterprise
Research Officer
Jump Start Inspiration Zambia
Mentor for Entrepreneurship
Zambia Governance Foundation for Civil Society
Philanthropy University