Job description
Key Duties and Responsibilities
The Client Relationship Supervisor – Unit Trust will report to the Head of Business Development & Client Services and will be responsible for the following key deliverables:
Formulate and implement the unit trust sales team strategy.
Mentoring, training and development of Unit Trust sales teams and agents
Participate in the recruitment and retention of sales teams and agents
Monitoring sales team productivity while aiming to inspire improved performance and ensure targets are met.
Proactively identify, establish contact & ensure growth of the Unit Trust business and promote unit trust products (money market, dividend plus and balanced funds)
Negotiate the terms of agreement and close sales to potential clients
Provide investment advice to existing and potential clients.
Look after the customer relationship in pre-sales and to post sales
Conduct investor education to existing, new and future clients.
Presentation of consolidated sales reports and any other reports that might be required by the Management.
Minimum Qualifications, Experience and Skills
Business degree preferably in (Economics, Finance,)
At least 4 years’ sales experience in the financial services industry
Good understanding of the Collective Investment Schemes regulatory requirements.
Excellent planning, organizing analytical skills
Ability to establish trust and communicate succinctly
Ability to make presentation to both individuals & and groups
Sales and negotiation skills
Strong team player, Result driven, honest and reliable
Excellent reporting and presentation skills
Be well informed of the financial market
Confident and ability to work in a multi-cultural environment.
