Peter Kamau

Results-driven Account Management professional with 8 years managing SME, MSME, and merchant portfolios across banking, insurance, and financial services. Proven track record of driving portfolio revenue and retention, executing account plans, and identifying upsell and cross-sell opportunities that grow customer value. Experienced in using CRM systems and transaction data to monitor account health, flag risk, and surface growth opportunities.

Skilled at building trusted relationships with commercial clients and collaborating across Sales, Operations, and Support teams to deliver seamless service. Currently pursuing an MBA to strengthen strategic and commercial leadership capability.

Project Portfolio Consultant at ABSA Group (2026-03 – Present)

• Manage a portfolio of retail and commercial clients, providing tailored solutions that support business growth, retention, and long-term relationships.
• Drive new customer acquisition while identifying opportunities to grow existing accounts through cross-selling and upselling.
• Build strategic partnerships with property developers and community stakeholders to expand portfolio reach and revenue.
• Analyze customer needs and market trends to recommend products that improve account value and adoption.
• Collaborate with internal teams to ensure seamless onboarding, service delivery, and issue resolution.

Operations & Compliance Lead at Kenyan Alliance Insurance (2025-07 – 2026-03)

• Managed customer and intermediary relationships while ensuring high-quality service delivery and regulatory compliance.
• Coordinated across departments to resolve customer issues efficiently and protect account health.
• Prepared performance reports analyzing customer trends, engagement, and business opportunities.
• Supported portfolio growth through operational improvements and process discipline.

Program Relationship Officer at Equity Group (2021-08 – 2025-06)

• Managed a diverse portfolio of MSME customers, building trusted, long-term commercial relationships.
• Conducted structured customer engagement sessions to identify growth and retention opportunities.
• Grew portfolio revenue through lending and transactional banking solutions.
• Monitored portfolio performance and account health indicators to proactively improve retention.
• Collaborated with Credit, Operations, and Branch teams to resolve customer needs and challenges.
• Led onboarding initiatives for distributors and retailers, driving product adoption.
• Delivered Mastercard Foundation and AGF-backed portfolio growth programmes.
• Analyzed customer financial performance and market trends to inform account plans.

Customer Operations Specialist at Equity Group (2019-09 – 2021-08)

• Managed onboarding, KYC compliance, and account activation for merchant and agent networks.
• Built and maintained merchant and banking agent relationships, sustaining over 90% active network performance.
• Resolved customer enquiries promptly while maintaining accurate CRM and account records.

Project Officer at KARLO (2018-01 – 2019-09)

• Coordinated stakeholder engagement and maintained relationships across project partners.
• Analyzed project performance data and tracked KPIs to support reporting and decision-making.
• Managed documentation and record-keeping to support project execution.

MBA – Open University of Kenya

Bachelor's Degree in Agronomy & Information Technology – Maseno University