Reports to: Sales Manager
Job Purpose
Plan, execute and evaluate all business development initiatives to attract, retain and expand a loyal client base
We are seeking to recruit experienced, self-driven, results oriented, aggressive personnel with good networking skills to work as sales executives.
Duties and responsibilities
Driving sales volumes and new growth across all product offerings in a systematic manner.
Dealing effectively and expeditiously with queries and complaints from clients & enhancing client trust and retention.
Establishing and maintaining regular contact with current and prospective clients as well as service providers.
Developing and implementing appropriate marketing strategies, and take 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.
Collating and presenting relevant market intelligence with a view to possibly enhancing internal competitive advantages to the extent possible.
Create and maintain an information database/databank of all existing, new & prospective clients with a view to strategically targeting them to enhance business development.
Supporting the sales process by recruiting new shareholders/customers.
Managing of individual pipeline & forecasting.
Ability to set up and manage sales campaigns and sales drive activities.
Ensuring credibility with members by maintaining detailed knowledge of current market conditions.
Delivering good customer service by responding swiftly to queries and concerns from members.
Meet sales targets as per agreed Key Performance Indicators (KPI’s).
Document all sales activities, generate reports and keep records of all customers recruited
Academic Qualifications
At least a diploma from a recognized institution in Finance, Sales & Marketing, Business Administration, or any such relevant area.
Skills and Requirements
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, yet also forward-looking in terms of structural efficiency.
Excellent appreciation of customer needs, and ability to match that need to investment solutions as provided by the asset manager’s current products or advice as to potential solutions.
Experience
At least 3 years of relevant experience and a demonstrable track record in the closure of business development targets in their historical work experience.
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