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.
  

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  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
  

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  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.