Financial literacy and empowerment programs
MERCY MWANGI
Business Development Investment Advisory Professional
NAIROBI,NAIROBI
Summary
Experienced Business Development and Investment Advisory professional with over eight years inn banking, wealth management, and investment advisory. Proven track record in driving revenue growth, managing high-net-worth client portfolios, and delivering above-target results. Skilled in equities, fixed income, and structured investment products with strong expertise in client training, relationship management, financial literacy programs and global markets products. Recognized for exceeding revenue targets and empowering teams to deliver exceptional client service. Recognized as a consistent top performer, with 115% achievement in 2024, 97% in 2023, and 168% HY achievement in 2025, driving market share growth and revenue expansion.
Overview
8
8
years of professional experience
2
2
Certifications
Work History
Business Development Officer / Financial & Investment Advisor
NCBA Bank Kenya
Nairobi
09.2021 - Current
- Advise,grow and support HNW clients and retail clients on portfolio diversification, wealth preservation, and tailored financial solutions.
- Spearhead business growth across equities and fixed income products, positioning NCBA as a key player in investment advisory.
- Train and support Relationship Managers, Branch Managers, and Customer Experience teams across branches on investment and wealth products, driving cross-selling opportunities and ensuring product knowledge drives client adoption.
- Develop tailored investment strategies to meet clients' financial goals, boosting client retention and portfolio growth.
- Achievements:
- Delivered 168% HY 2025 performance, achieving the highest turnover in volume trades
- Achieved 115% of sales target in 2024 and 97% in 2023, consistently recognized as a front-runner in performance league tables
- Successfully drove market share growth and significantly increased revenues.
Relationship Manager / Product Advisor (All Bank Products)
NCBA Bank Kenya
Nairobi
05.2017 - 09.2021
- Oversaw client relationships across lending, liabilities, and investment products for retail and HNW clients.
- Partnered with cross-functional teams to deliver training and onboarding for new products and digital solutions.
- Managed a portfolio of retail and business clients, advising on loans, accounts, and investment products.
- Acted as a product advisor across all bank solutions, strengthening cross-functional business growth.
- Achievements
- Exceeded sales targets by over 200% across loans, accounts, and other bank products.
- Built long-term client relationships, contributing to sustained revenue growth.
Education
NVQ Level 3 - Certified Investment and Financial Analysis
Kasneb
NAIROBI Kenya12.2025
NVQ Level 2 - Securities and Investment
Certified Institute for Securities and Investment
07.2025
BA - Economics & Sociology
Egerton University
12.2015
Skills
Portfolio Management & Investment Advisory (Equities, Fixed Income, Alternatives)
undefinedCertification
Chartered Institute for Securities & Investment (CISI), CISI Certification May 2025 – July 2025
Accomplishments
- Achieved 168% half-year sales target (2025) as top performer
- Consistently exceeded annual sales targets up to 200% across loans, deposits, and wealth products
- Instrumental in increasing NCBA Bank's regional market share to 7.1%
Interests
Market research and investment trends analysis
Portfolio management
Public speaking & coaching (Toastmasters member)
Mentorship and capacity building to individuals and companies ding for young professionals in finance
Timeline
Business Development Officer / Financial & Investment Advisor
NCBA Bank Kenya
09.2021 - Current
Relationship Manager / Product Advisor (All Bank Products)
NCBA Bank Kenya
05.2017 - 09.2021
NVQ Level 3 - Certified Investment and Financial Analysis
Kasneb
NVQ Level 2 - Securities and Investment
Certified Institute for Securities and Investment
BA - Economics & Sociology
Egerton University
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