Senior Manager Investment Consulting
Current
Oct 2023 - Present
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David Mutisya Email & Phone Number
Client Relationship Manager| Business Development Specialist| Investment Consultant| Leadership Skills| Researcher|
at
ACTSERV - Actuarial Services (E.A) Ltd
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Client Relationship Manager| Business Development Specialist| Investment Consultant| Leadership Skills| Researcher|
Location
Kenya, Kenya, Kenya
Company size
Who is David Mutisya? Overview
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Quick answer
David Mutisya is listed as Client Relationship Manager| Business Development Specialist| Investment Consultant| Leadership Skills| Researcher| at ACTSERV - Actuarial Services (E.A) Ltd, a company with 34 employees, based in Kenya, Kenya, Kenya. AeroLeads shows a matched LinkedIn profile for David Mutisya.
David Mutisya previously worked as Senior Manager Investment Consulting at Actserv - Actuarial Services (E.A) Ltd and Manager - Investment Consulting at Actserv - Actuarial Services (E.A) Ltd. David Mutisya holds Chartered Wealth Manager, Finance And Financial Management Services from The Chartered Institute For Securities & Investment (The Cisi).
Company email context
Email format at ACTSERV - Actuarial Services (E.A) Ltd
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ACTSERV - Actuarial Services (E.A) Ltd
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Profile bio
About David Mutisya
Proactive business development manager with expertise in developing, deploying and strengthening a marketing program. Highly skilled in creating customized business solutions to drive growth which played a major role in business process re-engineering to increase the productivity of various departments in my organization to above 75% which is a continuous process that has increased profitability by 45%.Strategic brand management professional with years of experience in leveraging industry and market trend knowledge to develop consultative approaches. Superior ability to direct creative efforts and brand engagement in client service. Analytical approach to revamping marketing plans to meet dynamic needs. Determined and experienced in nurturing client relationships, building key partnerships and customer rapport, generating revenue with new accounts and making presentations to prospects. Focused on smoothly overseeing financial, personnel and operational facets with more than 5 years working in Account Manager roles and an excellent background in problem-solving and technical support.
Listed skills include Accounting, Financial Accounting, Financial Reporting, Strategic Planning, and 47 others.
Current workplace
David Mutisya's current company
Company context helps verify the profile and gives searchers a useful next step.
Actserv - Actuarial Services (E.A) Ltd
Employees
34
AeroLeads page
6 roles
David Mutisya work experience
A career timeline built from the work history available for this profile.
Manager - Investment Consulting
- Preparation of departmental budgets, marketing plan, strategies on a yearly basis while monitoring and reviewing / adjusting them.
- Client acquisition, management and maintenance.
- Marketing
- Preparation for the client meetings, breakfast meetings, client training's, roadshows and other events.
- Establishing, implementing ad improving in company process ad procedures
- Preparation of client pitches, tenders and presentations
Mar 2020 - Oct 2023
Business Development Officer
- STANLIB is a company in the financial services industry. They are specialist investment managers
- Pitching to regional clients in Kenya,Uganda and Tanzania.
- Research the market to identify new business opportunities in Kenya, Uganda and Tanzania.
- Preparation of Technical and Financial proposals for RFP, EOI and specific client requests
- Explain to prospective clients about the advantages of the products or customer service offered and follow up with them in order to close the business deals.
- Respond to the client queries regarding the products in a timely fashion.
Oct 2014 - Mar 2020
Accoutant, Part- Time
Red Pepper Hotel
- Roles fulfilled included;
- Reporting to CEO and Board of Management
- Preparing Financial Reports, Income and Expenditure Report.
- Preparation of a Financial Manual and its implementation
- Setting up of Point of Sale system
- Budgeting and Forecasting
Jul 2014 - Dec 2015
Accountant
Ayuda Ninos De Africa
- An NGO that deals with helping children by providing food, clothing, shelter, medical care and educational assistance.Role:
- Reporting to the Chief Executive officer and board of management
- Preparing monthly and yearly financial statements
- Processing of payroll and statutory deductions
- Bank reconciliation
- Budgeting for projects
Jun 2013 - Jul 2014
Internship As An Administrative Officer, Accountant & Finance Officer And Procurement Assistant
Ministry Of Trade, Department Of External Trade
- Role:
- Receiving of clients at the office
- Liaising with clients in regards to the various queries
- Doing follow up emails with regard to their various queries
- Receiving and making calls to all clients
- Preparing Financial vouchers
Jan 2009 - May 2013
1 education record
David Mutisya education
FAQ
Frequently asked questions about David Mutisya
Quick answers generated from the profile data available on this page.
What company does David Mutisya work for?
David Mutisya works for ACTSERV - Actuarial Services (E.A) Ltd.
What is David Mutisya's role at ACTSERV - Actuarial Services (E.A) Ltd?
David Mutisya is listed as Client Relationship Manager| Business Development Specialist| Investment Consultant| Leadership Skills| Researcher| at ACTSERV - Actuarial Services (E.A) Ltd.
Where is David Mutisya based?
David Mutisya is based in Kenya, Kenya, Kenya while working with ACTSERV - Actuarial Services (E.A) Ltd.
What companies has David Mutisya worked for?
David Mutisya has worked for Actserv - Actuarial Services (E.A) Ltd, Stanlib, Red Pepper Hotel, Ayuda Ninos De Africa, and Ministry Of Trade, Department Of External Trade.
How can I contact David Mutisya?
You can use AeroLeads to view verified contact signals for David Mutisya at ACTSERV - Actuarial Services (E.A) Ltd, including work email, phone, and LinkedIn data when available.
What schools did David Mutisya attend?
David Mutisya holds Chartered Wealth Manager, Finance And Financial Management Services from The Chartered Institute For Securities & Investment (The Cisi).
What skills is David Mutisya known for?
David Mutisya is listed with skills including Accounting, Financial Accounting, Financial Reporting, Strategic Planning, Marketing Strategy, Finacial Management, International Business, and Management.
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