Job Purpose:
The role holder will be responsible for top-line
growth in sales to retail customers through Retail and Corporate business. The
role holder will manage a team of Business Development Officers and drive
business through all the intermediaries.
Key Duties and Responsibilities
Drive BAM retail sales targets through the different
Channels.
Drive growth in retail client numbers through all
Channels.
Aggressive weekly Branch and client engagements – At
least 3 per week of each.
Provide regular training to the Financial Advisor
(FA) Network/units and Branches on investments products, processes, and target
markets.
Open markets for the Financial Advisors (FA) network.
Maintaining relationships with Branch Managers to
ensure 50% on target.
Regular Channel and BDO engagements and pipeline
management/ tracking and conversion – target 30% conversion.
Joint client pitching with the Business Development Officers (BDOs) , Branch Managers and FAs- follow up to ensure closure.
Client onboarding, meetings and responsible for
day-to-day relationship management.
Relationship management with all the internal and
external stakeholders.
Take up other delegated duties as and when.
Organize industry events-Generate Pipeline and ensure
Return on Investment (ROI).
Preparation of presentations for customers, meetings
and any other arising need.
Prepare periodic reports as demanded by the business.
Qualifications:
Bachelor’s degree in related field.
Relevant Professional qualification (CISI) or it’s
equivalent is an added advantage.
5 -8 years sales management experience in the
financial services sector 3 – 4 of which must be in a management position.
Knowledge of Capital Markets Authority and Retirement
Benefits Authority regulatory requirements.
Knowledge of Asset Managers products.
Sales and marketing skills.
Strong stakeholder management, presentation &
communication skills.
How To Apply
