Job Purpose
The
purpose of this role is to drive the growth, retention, and satisfaction of
Britam Asset Managers (BAM) clients through proactive and intentional
relationship management strategies. The job holder will be responsible for
building and nurturing long-term, mutually beneficial relationships with both
existing and potential clients, ensuring excellent service delivery and
consistent client engagement.
This
role will also play a critical part in generating new business by identifying
opportunities, converting qualified leads, and supporting business development
initiatives, including expansion into Diaspora markets. By providing tailored
solutions to meet client needs and expectations, the role holder will
contribute directly to BAM’s revenue growth, client loyalty, and market
positioning.
Key responsibilities
Create Relationship strategies:
- Regular engagements through calls and visitation to clients, drive
long term relationships and build loyalty and a feeling of belonging.
- Design personalized communication to clients both educational on
investment updates- with help from Head of fund Managers, BD and Ops.
- Work together with other stakeholders and departments e.g. customer
service, Marketing and ensure seamless resolution and communication to
clients.
- Service clients- Complaints and concerns to ensure smooth positive
experience.
- Host targeted webinars per segment – to enhance client’s knowledge
and build trust/reliability.
Retention
strategies:
- Develop and co create appreciation for clients through loyalty
programs.
- Identity clients’ portfolio needs financial goals and develop
targeted communication to clients.
- Ask as conveyor belt between clients and management.
- Coordinate for Quarterly customer and staff surveys to solicit,
analyze and action on the feedback.
- Regular update to clients on our products, services, market trends
and performance.
- Predictive retention: Monitor and analyze client behavior:
Investment patterns
- Identify churn trends, periods and proactively tailor strategies to
retain.
Growth strategies: - Activation of dormant accounts.
- Upselling to existing clients.
- Cross selling to existing clients.
- Diaspora Business Development officers- Grow, retain, train clients
in this segment.
- Leads conversion – Inbound and outbound-from all the marketing
initiatives.
Knowledge, experience and
qualifications required.
- Bachelor’s degree in sales and marketing or related field.
- 2-3 years of experience in a similar role.
- Understanding of fund management and investment products
- Familiarity with financial markets and economic trends.
- Awareness of regulatory compliance (data protection, financial
standards).
- Sales and marketing in financial services.
- Excellent communication and interpersonal skills.
- Strong negotiation and problem-solving abilities.
- Customer service orientation to enhance client satisfaction.
- Effective time management and organizational skills.
- Experience in client relationship management or customer service in
financial services.
- Stakeholder management skills.
- High emotional intelligence (EQ) and adaptability.
How to Apply
