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Business Development & Sales Professional with Expertise in Financial Services
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Competencies
Proven ability to identify opportunities, expand client base, and drive revenue growth.
Skilled in closing deals, upselling, and negotiating contracts to maximize profitability.
Exceptional at maintaining strong client relationships and ensuring high retention rates.
Capable of analyzing market trends and customer data to inform strategic decisions.
Solid understanding of digital payments, loans, savings, and investment products.
Education
Summary
Results-driven professional with extensive experience in financial product promotion, client retention, and revenue growth. Skilled in relationship management, negotiation, and market analysis, seeking to leverage expertise to drive business success.
Key Achievements
- Increased account values through targeted upselling strategies at Mwalimu SACCO.
- Maintained a 90% client retention rate, boosting customer loyalty at Brisk Credit Ltd.
- Generated an average of 15 new clients monthly, expanding revenue streams.
- Managed key client accounts to ensure retention and profitability at AGIP Capital Ltd.
- Consistently exceeded sales targets through effective relationship management and negotiation.
Experience
Business Development Executive/ Sales Region Supervisor
Promoted SACCO financial products, including savings, loans and investment plans across multiple regions. Identified upsell opportunities that increased account value. Consistently achieved and exceeded monthly sales and membership growth targets. Increased regional sales through targeted marketing campaigns and client engagement. Expanded the customer base by onboarding new members and promoting financial products. Consistently exceeded sales targets by identifying new growth opportunities and cross selling. Strengthened client loyalty by providing tailored financial solutions and after sales support which led to strong referral networks and client relationships
Sales Executive/ Relationship officer
Maintained a 90% client retention rate through personalized service and relationship management. Acquired an average of 15 new customers per month, boosting portfolio growth and revenue. Drove a 20% growth in loan portfolio within 6 months managing 120 clients. Prospected, onboarded, and managed new clients. Led field sales initiatives and outreach campaigns. Maintained CRM pipeline and ensured consistent follow-ups. Worked closely with credit teams to improve approval and service efficiency
Call center/ Accounts Manager
Managed key client accounts, ensuring retention and long-term engagement. Negotiated contracts and improved profitability across accounts. Identified upselling opportunities, increasing account value by 25%. Coordinated with internal teams to enhance service delivery