Peace Gakwaya

Experience

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  Ecobank Uganda

  Jan 2009 - Apr 2011

  Customer Service Advisor (Wealth Management)

  •Supported the launch of the Wealth Management Department and onboarded over 300 High Net Worth Clients to the institution.•Provided routine banking and financial services to clients including deposit taking, processing withdrawals, conducting due diligence and KYC, processing loan applications, providing information on banking services , all with excellent customer service. •Developed Budget planning and financial management material for the High-Net-Worth Individuals which increased customer satisfaction as this was a value-added service. Show less

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  UAP Old Mutual Uganda

  Aug 2013 - Feb 2019

  •Improved the annual sales - Average Sales 40% above budget from 2015 to 2019 by leveraging in the insurance agents and introduction of the alternative distribution channel to increase market share.•Spearheaded the launch of a new back office and sales management system which improved operational efficiency and reduced the errors to 5%.•Developed new proposals for client contracts with benchmarks which included a quarterly service review and provided accountability for delivering competitive returns Show less •Improved the annual sales - Average Sales improved by about 20% by recruiting and training a workforce of 3 salespersons specializing in advisory of the High-Net-Worth Individuals.•Revived the discretionary portfolio by acquiring clients with a 3-year contracts and providing customized cash management solutions for the individuals and leveraging on the insurance subsidiary to create bundled solutions.•Introduced a Private Wealth section for the High-Net-worth clients providing a one stop center for investment advisory, stock brokerage, fund management and insurance needs. Show less •Acquired and maintained a customer base and recurring customers through road shows, presentations, meetings financial literacy trainings and networking.•Supported customer business strategies through tailoring a customer service loyalty program and conducting a customer service survey to reward the clients and make improvements from the survey.•Developed an indicative calculator, key fact documents and frequently asked questions to aid and sensitize the clients during the sales process. Show less

  • Business Development Manager

    Aug 2013 - Feb 2019

  • Business Development Executive (Corporate and Private Wealth)

    Aug 2014 - Aug 2016

  • Business Development Officer

    Aug 2013 - Aug 2014
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  Britam

  Feb 2019 - Aug 2022

  Business Development

  •Conducted research on market trends, competitor strengths and weaknesses and used the research to identify areas of opportunity for the team.• Spearheaded the development of a new product (Fixed Income Unit Trust, Pension Umbrella Fund) and rollout of the client portal and mobile application.•Grew the Assets Under Management from 100 billion to over 900 billion from February 2019 to August 2022 by introducing strategic partnerships and new distribution channels of independent financial advisors, insurance brokers and leveraging the insurance agency force. Show less

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  Sanlam Investments East Africa

  Aug 2022 - now

  Business Development Manager

  •Develop strategic plans to increase market share by tapping into new customer bases, rolling out incentives to reward customer loyalty, and retaining customers in the unit trust and pension segments.•Develop strategic partnerships with commercial banks, mobile money operators, administrators and fintech to increase the client base and Asset Under Management.•Develop interactive, themed client training and financial literacy materials for both existing and potential clients on pension and asset management schemes. Show less