Client Relationship Supervisor - Unit Trust at Sanlam Investments East Africa (SIEA)

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.