Peter Okwiri

Manage a loan and property financing portfolio valued at approximately KES 200B and maintain relationships with 1,000+ active clients, including investors and high-net-worth individuals. Generate and qualify opportunities via warm and cold outreach, coordinating meetings and supporting onboarding, approvals, forecasting, and portfolio reporting.

Booked 500–1,000 client meetings per month through structured outbound prospecting, achieving a 60% conversion rate from qualified leads to scheduled appointments. Supported fundraising initiatives (~30% of the organization’s fundraising pipeline) and trained teams on CRM-based lead management and customer engagement best practices.

Managed customer accounts with onboarding and operational coordination support for day-to-day workflows. Ensured organized follow-through on customer onboarding and service delivery processes.

Contributed to 80% growth in retail investment assets through client acquisition and relationship management, and supported 20% growth in pension-sector clients via proactive engagement and retention initiatives. Managed retail and institutional investor relationships, using HubSpot to track leads, manage pipelines, and support sales onboarding.

Supported project coordination and stakeholder engagement through client communications, follow-ups, and workflow reporting. Assisted service delivery and maintained continuity of client-facing support activities.

Completed an MBA in Strategic Management at Catholic University of Eastern Africa in 2022.

Completed a bachelor's degree in Economics & Communications at the University of Nairobi in 2008.

Completed the CPA qualification at KCA University in 2007.