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 to 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 - handle 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.
Identify clients’ portfolio needs, financial goals and develop targeted communication.
Act as a conveyor belt between clients and management.
Coordinate for Quarterly customer and staff surveys to solicit, analyze and action on the feedback.
Provide regular updates to clients on our products, services, market trends, and performance.
Predictive retention: Monitor and analyze client behavior and investment patterns.
Identify churn trends and periods and proactively tailor strategies to retain.
Growth Strategies
Activation of dormant accounts.
Upselling and cross-selling to existing clients.
Diaspora Business Development: Grow, retain, and train clients in this segment.
Leads conversion – Inbound and outbound from all the marketing initiatives.
Requirements, Experience, and Qualifications
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).
Experience in sales and marketing within 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
Interested and qualified candidates should apply online via the Britam career portal at https://www.myjobmag.co.ke/apply-now/1177135 which redirects to the official Britam Taleo recruitment system.
How to Apply
Interested and qualified candidates should go to the Britam recruitment portal at britam.taleo.net to submit their application. Ensure you provide all required documentation as specified in the application portal.
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