Business Development - AAMC Officer
Job Description.
To develop and execute a
business development strategy by exploring innovative approaches through which
to ramp up the marketing and eventual sale of asset management products to as
broad an audience as possible. The job holder will be expected to provide effective
leadership in respect of leveraging on the existent distribution channels as
well as grow & oversee new avenues through which to funnel business i.e.,
independent financial advisors inter alia.
Duties &
Responsibilities
- Driving
sales volumes and new growth across all asset management product offerings
in a systematic manner, especially in the Unit Trust business. Conversion
of high net worth and corporate clients is key.
- Driving
and converting sales to clients in your current portfolio.
- Establishing
and maintaining regular contact with current and prospective clients.
- Dealing
effectively and expeditiously with queries and complaints from clients
& intermediaries thus enhancing client trust and retention.
- Developing
and implementing appropriate marketing strategies, and taking a lead role
in developing relevant marketing materials and attendant budgets input.
- Providing
timely, up-to-date information and reports to stakeholders regarding the
status of the business development initiatives in terms of execution.
- Developing
and maintaining a prioritized partner pipeline of all existing, new &
prospective intermediaries with a view to strategically targeting them to
enhance business development.
- Researching,
drafting, and independently producing materials for client
meetings/interviews
- Drive
the end-to-end sales process
- Ability
to document clearly and effectively including tracking marketing
initiatives
- Collating
and presenting relevant market intelligence with a view to possibly
enhancing internal competitive advantages to the extent possible.
Qualifications
- Bachelor’s
degree in Finance, Business Administration, or any such relevant area
- Excellent
interpersonal skills.
- A
passion for selling investment products/promoting investment literacy.
- An
analytical approach to business development borne of experience,
pragmatism, and well-honed client and product research skills.
- Ability
to set up and fully own a business development structure that is both
alive to the current structure on the ground e.g., existent DSF, yet also
forward-looking in terms of structural efficiency.
- Excellent
appreciation of customer needs, an ability to match that need to
investment solutions as provided by the asset manager’s current products
or advice on potential solutions.
Professional
Qualification
- CISI
Level 2 qualification.
- Investment
qualifications (ICIFA, CISI, etc.) or any relevant marketing credentials
are an added advantage.
Experience
- At
least 4 years of relevant experience and a demonstrable track record in
closure of business development targets in their historical work
experience.
How to Apply
Strong preference will be
given to candidates with the above qualifications, skills, and experience. If
your career aspirations match this exciting opportunity, please submit your
application to recruitment@apollo.co.ke with Business
Development-AAMC Officer as the
subject of the email on or before 3rd
February 2023. Only shortlisted candidates will be contacted.
