Daniel Juma

Client Portfolio Management: Built and maintained a diverse portfolio of high-value clients, fostering strong relationships to drive retention, growth, and customer satisfaction.
Strategic Account Development: Identified opportunities to expand client engagement by understanding their financial goals and aligning services to meet their needs.
Market Analysis and Insights: Conducted in-depth market research and provided clients with actionable insights to enhance their trading strategies and maximize profitability.
Onboarding and Training: Guided clients through the onboarding process, delivering tailored training and support to ensure seamless adoption of trading platforms and tools.
Risk and Compliance Management: Ensured all client transactions and interactions adhered to regulatory requirements, mitigating risks and maintaining trust and transparency.

Business Development and Growth: Developed and executed tailored business strategies for institutional and retail clients, consistently meeting and exceeding growth targets.
Proposal Management: Directed the creation of client proposals by conducting thorough research and customizing solutions to address client needs, ensuring high engagement and successful outcomes.
Relationship Building: Fostered strong client relationships through targeted networking events, professional engagements, and personalized client interactions, strengthening trust and loyalty.
Regulatory Compliance: Conducted meticulous KYC due diligence, ensuring full compliance with legal and regulatory standards to safeguard the integrity of client accounts.
Team Leadership and Collaboration: Mentored and guided team members in research and proposal development, promoting collaboration and delivering high-quality client solutions.

High Net worth Client Acquisition and Retention: Expanded and retained a portfolio of high-net-worth and investment clients by delivering personalized financial solutions and building strong, trust-based relationships.
Data Analysis and Insights: Conducted comprehensive analysis of internal and external data, transforming insights into impactful presentation materials to support business development efforts.
Sales Support: Collaborated closely with the sales team to design and execute strategies that addressed client needs, drove engagement, and achieved revenue targets.
Regulatory Compliance and Integrity: Ensured adherence to KYC and regulatory requirements, maintaining the highest standards of business integrity and trustworthiness.
Client Relationship Management: Strengthened client loyalty through proactive engagement, regular consultations, and tailored value propositions to enhance satisfaction and long-term partnerships.