Work experience

• Business Development Manager

  Windsor Brokers

  2024.04-Current

  (2 years)

  ▸ Own end-to-end regional business development across East Africa for multi-asset trading platforms (forex, indices,commodities), driving acquisition across retail, institutional, and introducing broker segments. ▸ Identify, negotiate, and manage strategic partnerships with fintech communities, financial institutions, and channel partners to expand market reach and pipeline volume. ▸ Grew qualified client acquisition by 40% through targeted digital lead-generation campaigns combining data analysis with localized market messaging. ▸ Convert and manage High-Net-Worth (HNW) and corporate clients, aligning premium trading solutions with individual risk profiles and investment goals. ▸ Serve as primary liaison between regional partners and Head Office — escalating issues, translating regional insights into strategy, and maintaining operational consistency. ▸ Drive cross-functional alignment with compliance, operations, and support teams ensuring seamless KYC/AML adherence across all client accounts. ▸ Deliver client education webinars and product sessions to improve platform adoption, early engagement, and long-term retention. file:///C:/Users/Hp/Downloads/Sarah_Wachira_Master_Resume.html 1/3 6/9/26, 12:58 PM Sarah Njeri Wachira – Master Resume ▸ Analyze market trends and competitor activity to inform regional growth strategies; prepare performance reports for senior leadership.
• Business Development Officer

  LOLC Microfinance Bank

  2022.12-2023.10

  (a year)

  ▸ Drove customer acquisition and loan portfolio growth through targeted regional outreach, relationship management, and strategic partner collaboration. ▸ Reduced loan delinquency by 25% through early risk identification, proactive client follow-up, and personalised repayment strategies. ▸ Increased revenue per client by 20% through structured cross-selling and upselling of financial products, driven by deep client needs analysis. ▸ Managed end-to-end client lifecycle — onboarding, documentation, disbursement, repayment monitoring, and CRM accuracy. ▸ Mentored and trained junior staff on client handling and process adherence, improving team productivity by 15%. ▸ Established strategic alliances with external partners to expand market presence and support sustainable regional growth.
• Financial Consultant

  Momentum Credit

  2021.01-2022.11

  (2 years)

  ▸ Conducted comprehensive financial assessments to understand client goals, risk tolerance, and investment capacity — delivering personalised, outcome-focused financial plans. ▸ Advised clients on investment opportunities, insurance solutions, and tax-efficient strategies aligned with long-term financial objectives. ▸ Consistently exceeded conversion targets; recognised with multiple performance awards for outstanding client acquisition and disbursement results. ▸ Managed a diverse client portfolio across investment, insurance, and advisory products through a consultative, relationship- first approach.
• Sales Representative

  Together As One Microfinance

  2019.12-2020.12

  (a year)

  ▸ Generated and converted leads through targeted community outreach and networking, consistently meeting monthly acquisition targets. ▸ Guided clients through end-to-end onboarding and application processes; maintained accurate CRM records and resolved client concerns promptly. KEY ACHIEVEMENTS 40% Grew qualified client acquisition at Windsor Brokers through data-driven digital campaigns and localized market messaging across East Africa. 25% Reduced loan delinquency at LOLC Microfinance through proactive risk identification and personalised client follow- up strategies. 20% file:///C:/Users/Hp/Downloads/Sarah_Wachira_Master_Resume.html 2/3 6/9/26, 12:58 PM Sarah Njeri Wachira – Master Resume Increased revenue per client through structured cross-selling of financial products across a diverse East Africa portfolio. 15% Improved team productivity through hands-on mentorship and structured training in client handling and process adherence.

Educational experience

• Moi University, Kenya

  Finance & Banking

  2018.01-2024.01

  (6 years)
• Kenya Institute of Management
• Kenya Institute of Management

  Business Management

Certificates