Job Purpose:
The job holder shall actively manage, support
branches, financial advisors (FA) and entire network meet their Asset
management targets. The person is key to ensure an increase in the number of
financial advisors selling BAM products – 80% of all the FAs. The role requires
working with other departments within BAM to ensure smooth and efficient client
& intermediary service standards.
Key responsibilities:
Drive BAM retail sales targets through their assigned
branches.
Drive growth in retail client numbers under their
branches and sector.
Drive business and client retention within the
required thresholds.
Provide regular training to the FA Network on
investments products, processes and target.
Maintaining relationships with and grow the number of
FAs selling to ensure sales target.
Regular FA Channel engagements and pipeline
development, management and conversion.
Timely preparation of client investment proposals on request
Client onboarding, meetings and responsible for
day-to-day relationship management.
Actively maintain a sales pipeline and provide such
information as required by management.
Any other duties called upon to enable progress and
synergies within the organization as and when.
A great team player and collaborator with both
internal and external stakeholders.
Key Performance Measures:
Annual sales targets met.
Growth in client numbers target met.
Feedback survey report from the FA network on service
delivery.
Number of regular trainings conducted at Branch, Unit
and Club level.
Number of productive Financial Advisors in their
assigned branches.
Solid and optimal business pipeline Vis a Vis
targets.
Growth in AUM and clients for the assigned sector.
AUM retention targets achieved.
Knowledge, experience and qualifications required
Bachelors’ degree in a business-related field.
4-6 years’ experience in a Business Development role.
Technical/ Functional competencies:
Knowledge of investment classes.
Customer, market and competitor understanding.
Effective negotiation skills.
Excellent organizational and analytical skills.
Report writing skills.
How To Apply
