Business Relationship Officer

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.

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.

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