Lawrence K Mburu
@lawrencekmburu
Financial Advisor and remote client relationship specialist driving revenue growth through consultative, data-led sales.
What I'm looking for
I’m a results-driven sales and client relationship professional with 7+ years of experience driving revenue growth, customer acquisition, and deposit/asset mobilisation across banking and financial services. I consistently exceed targets through prospecting, referrals, and consultative selling to individuals, business owners, and diaspora clients.
As a Financial Advisor (Independent) at Britam Holdings PLC, I build and manage a self-sourced portfolio across the USA, UK, and Middle East, delivering long-term client conversion through needs-based advice. I generate qualified leads and nurture pipeline remotely using a data-driven LinkedIn content strategy, then simplify complex financial concepts to improve trust and close rates.
Previously, as a Relationship Officer at Equity Bank Limited and UBA Group, I grew customer deposits, expanded wallet share through cross-selling, and supported digitisation initiatives that improved onboarding and self-service adoption. I also strengthen client education through financial literacy training, because I believe better understanding builds stronger, lasting relationships.
Experience
Work history, roles, and key accomplishments
Financial Advisor (Independent)
Britam Holdings Plc
May 2023 - Present (3 years 1 month)
Built and managed a self-sourced client portfolio across individuals, business owners, and the Kenyan diaspora in the USA, UK, and Middle East through consultative, needs-based selling. Drove inbound interest via a data-driven LinkedIn content strategy and advised clients on unit trusts, money market funds, life insurance, retirement, and Sharia-compliant investment products.
Relationship Officer, Payments
Equity Bank Limited
Jan 2022 - Dec 2024 (2 years 11 months)
Drove new business and deposit mobilisation through proactive prospecting and relationship management, strengthening the customer deposit base. Sold ecosystem financing and stock-based funding solutions, and led customer digitisation initiatives to improve onboarding and self-service adoption.
Relationship Officer, Sales
Uba Group
Apr 2021 - Jan 2022 (9 months)
Sold retail banking products, consistently exceeding monthly sales targets while building a self-generated pipeline through prospecting, referrals, and community engagement. Delivered tailored solutions aligned to customer needs and represented the UBA brand to strengthen market presence and trust.
Community Programme Officer
Equity Group Foundation
Jan 2016 - Jan 2021 (5 years)
Coordinated delivery of the Wings to Fly scholarship programme at scale by engaging schools, CBOs, and local partners. Delivered financial literacy training by translating financial concepts for non-specialist audiences to strengthen community understanding and enablement.
Relationship Officer, Consumer
Ferry Garden Estate
May 2018 - Apr 2020 (1 year 11 months)
Served as primary liaison between the company and consumers in Diani, driving satisfaction, retention, and repeat business. Led consumer outreach and coordinated sales/distribution support to grow brand visibility and market share across the Coastal region.
Education
Degrees, certifications, and relevant coursework
Moody's Analytics
Banking & AI Model Evaluation
In progress: Banking & AI Model Evaluation training from Moody's Analytics.
Peter Kanyi Technical University of Mombasa
Bachelor of Business Administration, Business Administration
Grade: 2nd Class Upper
Earned a BBA (2nd Class Upper) from Peter Kanyi Technical University of Mombasa.
KASNEB
Certified Public Secretary (CPS) – Part 1
Completed CPS (Part 1) from KASNEB.
Availability
Location
Authorized to work in
Job categories
Skills
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