Verified recordFinancial Services

Gerald Louw

Retention Specialist at Cmtrading

Based in City of Johannesburg, South Africa

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Seniority

Staff

Department

Customer/Client Service

Location

City of Johannesburg

Industry

Financial Services

Company size

182

Contact information

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Email

1 credit

g•••••••@cmtrading.com

Phone

5 credits

+27 ••• •••• ••••

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Background

About Gerald Louw

For me, professional growth isn't just about acquiring new business—it's about building relationships that last. I've built my career on the dual pillars of strategic business development and dedicated client retention, because I believe the most successful companies excel at both. As a Retention Specialist, I thrive on not just executing strategies, but building them from the ground up. I have designed and implemented new retention systems, with a core focus on providing tailored client training that empowers traders and builds loyalty. This hands-on approach has enabled me to manage portfolios with average deposits of while consistently maintaining a client retention rate of around 93%. On the Business Development front, I'm passionate about building the engines that fuel growth. At Ubuntu Invest, I took the initiative to start, build, and manage a team of 6 agents dedicated to expanding our network of partners. I also planned, hosted, and marketed numerous educational seminars and webinars to drive brand awareness. This leadership, combined with cultivating strong relationships with IBs and affiliates, directly contributed to a 28% increase in new client acquisitions. My expertise spans global markets—including Africa, the UK, UAE, and India —and I am highly proficient with platforms like MT4/MT5, MT5 Manager, TradingView, Salesforce, and Panda CRM. I'm always keen to connect with other professionals in the FinTech and financial services sectors. Whether you want to talk about building a team from scratch, client acquisition strategies, or retention techniques, feel free to reach out. On the Business Development front, I'm passionate about building the partnerships that fuel growth. By cultivating relationships with IBs and affiliates, I've directly contributed to a 28% increase in new client acquisitions and have experience leading teams to exceed department targets by over 20%. My expertise spans global markets, including Africa, the UK, UAE, and India, and I am highly proficient with platforms like MT4/MT5and Manager/Tradingview and Salesforce/Panda CRM. I'm always keen to connect with other professionals in the FinTech and financial services sectors. Whether you want to talk about client acquisition strategies, retention techniques, or the future of trading, feel free to reach out.

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