Job Purpose:
Assist in maintaining relationships with FA and IFA Network channels on an ongoing basis.
Key responsibilities
Ensure preparation of client proposals on a timely basis
Maintaining relationship with the FA & IFA network to ensure sales target are met
Maintain potential client database and provide such information as required by management
Provide Customers with high service standards
Provide regular training to the Britam branch Network and the IFA network
Assist in conducting market research
Support AMC UG as per Hub and Spoke model
Perform any other duties as may be assigned from time to time
Delegated Authority: As per the approved Delegated Authority Matrix
Knowledge, experience and qualifications required
Bachelor’s degree in a business-related degree
At least one year of experience in a similar position
Technical/ Functional competencies
Knowledge of investment classes
Customer, market, and competitor understanding
Effective negotiation skills
Excellent organizational and analytical skills
Report writing skills
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