The key responsibility of the Business Development Officer & Alternative Channels is to support ICEA LION ASSET MANAGEMENT’s retail growth strategy through:
Support resource for all alternative channels of product distribution for the company.
Push for more sales through our key business partners and channels including: Tied Life Agents, Independent Financial Advisers, Insurance Brokers and Digital Aggregators.
Provide “Gold Seal Service” to our clients and business partners consistent with the full development and maintenance of the client relationship. Execute the “Exceptional Client Experience” as per the ICEA LION Values
Adhere to professional and ethical standards at all times
Key Responsibilities
Product
Promote sale of ICEA LION ASSET MANAGEMENT products by our business partners by giving them the relevant support like training, materials, research and information.
Prepare training materials for all the alternative channel partners.
Continuously train TLAs and IFAs on our products and market developments.
Ensure efficient servicing of all our business partners e.g. account creation, mobile app / self-service portal services, commission processing and benchmarking etc.
Risk & Compliance
Ensure compliance with internal policies and guidelines.
Ensure a complaints register is maintained.
Stakeholder Relations & Marketing
Systems, Business Processes & Procedures
Ensure all agents application forms are correctly filled according to all the laid our requirements.
Management of agency database.
Provide the head of Alternative Channels & Customer Service with timely activity/ worksites /project reports, referrals/leads generated, sales production report, distribution channel matters report and any other relevant information on a weekly basis.
New Products
Actively participate in product development and innovation.
Possible entrance into new markets i.e. help identify opportunities in regional markets and new counties
Learning & Growth
Keep abreast with financial market information so as to be able to advise and inform clients / business partners from a point of knowledge.
Attending trainings as organized by management for personal and organizational growth.
Any other duties as you may be assigned from time to time.
Knowledge, Skills & Experience
Bachelors’ degree in a Business or related discipline from an accredited University.
Any professional certificate.
Minimum of 2 years’ experience in business administration, customer service and/or related fields.
Proficiency in Microsoft Office Suite.
Competencies required for this Role
Good communication and listening skills that reflect a professional image of the financial services in order to cultivate and develop a long-term relationship with business partners & clients.
Affiliative – shares with, consults and should be able to work closely as a team member with colleagues and other resources from the group companies in a collaborative context.
Achievement/ results orientated, Needs to do well, enjoys challenges, and is strongly motivated to achieve impressive results.
Resilient – emotionally restrained, rarely upset by criticism.
Innovative – generates ideas, shows ingenuity, and thinks up solutions.
Socially Confident/amiable – at ease with meeting people, knows what to say and is quick to establish rapport.
Problem solving – identify problem trends for improvement actions.
High level of integrity.
Apply via :
.co.ke
