Sales Executive & Client Relationship ManagerSales Executive & Client Relationship Manager
Lawrence
$1,000
per month
($6/hour)
Profile Description
Sales and client relationship professional with 7+ years closing business across financial services in East Africa. Proven in appointment setting, warm outreach, pipeline management, and independent deal execution — with remote client experience spanning the US, UK, and Middle East.
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Content & Writing
Customer Success
Data & Analytics
Design & Creative
Marketing & Growth
Sales & Business Development
Virtual Assistance & Admin
Work Experience
Financial Adviser
Britam holdings plc
Jan 2024 - Present
Key Achievements:
Generated new client pipeline through cold and warm outreach to individuals and diaspora clients across the US, UK, and Middle East. Conducted discovery calls and closed enrolments into investment and insurance products. Managed full client lifecycle from first contact through onboarding and retention with full autonomy — no daily supervision.
Payments Relationship officer Sales and Payments
Equity Bank
Mar 2022 - Dec 2024
Key Achievements:
Managed B2B corporate client portfolio and high-volume digital service workflows across two roles. Identified cross-sell opportunities, coordinated structured client onboarding, and maintained accurate CRM and pipeline records. Operated independently across compliance, product, and operations teams.
Relationship Officer – Sales
UBA Group
Jan 2020 - Dec 2021
Key Achievements:
Prospected and closed a B2B client portfolio, managing the full sales cycle from cold outreach to signed contract. Maintained structured CRM records and pipeline reports ensuring full visibility on deal status and next actions.