Unit Trust Scheme Sales Executive at Duma works

Unit Trust Scheme Sales Executive Job Responsibilities

UTS Sales

• Finding new Business for all UTS Products.
• Ensure that daily, weekly and monthly targets are met.
• Reviewing own sales performance, aiming to meet and exceed targets
• Negotiating the terms of agreement and closing sales
• Identifying & establishing contact & develop business opportunities with potential customers proactively.
• Aggressively promote & propose products to potential clients.
• Creative in marketing sense & passion to learn in related UTS products
• Able to do presentation to customers of all levels & good follow up.
• To meet individual sales target with a positive attitude.
• Coming up with marketing strategies.
• Conduct investor Education to existing, new and future clients.

Client Service

• Look after the customer relationship in pre-sales and to post sales
• Keep clients apprised of product and service enhancements, including changes in investment options.
• Providing excellent customer service to clients, members and third parties.
• Maintaining and developing relationships with existing customers

Reporting

• Preparation of weekly sales reports
• Preparation of any other reports that might be required by the Management.
• Any other duties assigned by management in line with task.

Qualifications for the Unit Trust Scheme Sales Executive Job

• Demonstrated and proven financial industry Sales track record. Unit Trust sales will be an added advantage.
• Degree in Marketing, Diploma in sales, BCom, (Accounting) or any other similar qualification from a recognized university.
• At least 5 years’ sales experience
• Sales experience in the Insurance Industry will also be an added advantage.
• Excellent communication skills both in English and Swahili
• Excellent customer service
• Drive and commitment
• Self-motivated
• Desire to achieve individual and team goals
• Sales and negotiation skills
• Excellent reporting and presentation skills.

Behavior

• Honest and reliable
• Result driven
• Customer focus
• Accountable for own actions
• Well spoken
• Friendly
• Confident