Business Development professionalBusiness Development professional
Felix
ID Verified$750
per month
($4/hour)
Profile Description
Client-facing sales and relationship professional with 6+ years in banking, managing a portfolio of 900+ client accounts with 70%+ retention. Builds rapport quickly in written and verbal communication, keeps a high volume of accounts organized without dropping follow-ups and works independently in Salesforce. Curious, coachable and a fast learner, eager to understand new industries and business models and to turn inbound interest into booked meetings.
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Customer Success
Virtual Assistance & Admin
Specialized Skills
Sales & Business Development
Finance & Accounting
Marketing & Growth
Real Estate Operations
Work Experience
Personal Banker
Co-operative Bank of Kenya
Jan 2020 - Jun 2026
Key Achievements:
Pipeline & Lead Management: independently managing a portfolio of 900+ client accounts with consistent follow-up and 70%+ retention CRM Tools: Salesforce (daily use), Finacle, MS Office 365; quick to learn new platforms such as HubSpot or similar Communication & Rapport: clear written and verbal communication in English and Swahili; direct client outreach and relationship building Organization & Attention to Detail: accurate, confidential records across CRM and banking systems; KYC and AML compliance Proactive Client Management: resolving account and billing queries and following through on next steps Reporting: preparing reports and documentation for management review