Job Summary
The role of the Business Development Officer
(Partnerships Channel) is to support ICEA LION Asset Management’s (ILAM) retail
growth strategy by establishing and nurturing strong business partnerships in
order to drive sales. The job holder works closely with the partners to ensure
they have the necessary resources and support to effectively promote and sell
our products and services (i.e. unit trust funds, wealth management).
Roles and Responsibilities
Sales
Promote and sell ILAM’s investment products through
partners and affinity groups to achieve the annual set target
Discover new channel partners and assess their
potential to contribute to our sales objectives and market penetration.
Identify, establish and sustain robust relationships
with partners and affinity groups.
Prepare and deliver proposals and presentations to
prospective and existing partners and affinity groups.
Oversee partner agreements, ensure adherence and
optimize partner satisfaction and performance.
Work with partners to create and execute joint marketing initiatives to generate demand and boost sales.
Train and assist partners to ensure they are
knowledgeable about our products or services and can effectively market and
sell them.
Evaluate and provide feedback on partner performance
and suggest areas for improvement.
Stay up to date with industry developments,
competitive dynamics, and market conditions to identify new opportunities and
potential threats.
Liaise with the teams in Research, Business
Development, Portfolio Managers and Client Service teams to identify
opportunities to meet clients’ requirements.
Keep abreast with developments in local, regional and
global financial markets, investment products and opportunities to give
appropriate investment advice.
Measure and provide reports on partner sales
production vs targets, partner operations and growth prospects within the
required timeframe.
Client Service & Relationship Management
Deliver personalized services in an effective and
efficient manner to partners and their clients in regards to their investments.
Provide support for all client/partner engagement
events and initiatives e.g. e.g. investor and partner education, annual
investment conferences, client/partner appreciation events, corporate gifts
etc.
Ensure partner requests and complaints are addressed
within the shortest turnaround time.
Act as a relationship manager and ensure partners and
their client base receive an overall positive experience.
Product/Solution Development
Actively participate in product innovation,
development and review.
Keep abreast with the changing needs of the partners
and periodically review existing products and propositions.
Requirements
Strong sales and networking skills with the ability
to generate own pipeline and close sales
Good communication and presentation skills
Good interpersonal and relationship management skills
Strong persuasion and negotiation skills.
High standards of ethics and integrity
Good working knowledge of the financial services
industry and financial products
Results-oriented with the ability to work under
pressure to meet sales targets
Driven and goal-oriented, focused on success
Customer-oriented mentality with good business sense
Analytical mindset with the ability to use data and
make data-driven decisions.
Comprehensive knowledge of the financial services
industry, market, and competitive environment
Demonstrable track record of sourcing and closing B2B
partnerships
Proven success in managing channel partners and
meeting sales objectives.
Academic And Professional Experience
At least 4 years’ experience in a sales role within
the financial services industry
Successful track record managing partnership channels
and meeting sales objectives
Bachelors’ degree in a Business or related discipline
from an accredited University
Professional qualification e.g. CISI is an added
advantage
How To Apply
