BAM Retail Sales Executive (Investments) – Business Development at Britam

Job Purpose:

Assist the BDM Investments to implement the business development strategy for assigned sales intermediaries and client types as well as maintaining relationships with the same.

Key responsibilities:

• Assist the Investments BDM to develop and implement the Financial Advisor (FA)/ Independent Financial Advisor (IFA) channel strategy and assigned client segment.
• Provide regular training to the Britam FA/IFA Network on investments products, markets etc.
• Maintaining relationships with the FA/IFA network to ensure sales target are met.
• Ensure preparation of client investment proposals on a timely basis.
• Be responsible for day to day relationship management of assigned clients.
• Provide Customers with high service standards.
• Maintain potential investments client database and provide such information as required by management.
• Initiate communication platforms to engage the assigned client types through questionnaires, surveys, webinars, social media and any other mode with assistance from the marketing team.
• Design a research methodology to gather market intelligence from the assigned client type and other external sources to help identify which markets to direct most efforts to and also find out what can be done to bridge the gaps.
• Perform any other duties as may be assigned from time to time.
• Delegated Authority:  As per the approved Delegated Authority Matrix.

Key Performance Measures:

• As described in your Personal Scorecard.

Knowledge, experience and qualifications required:

• Bachelors’ degree in a business related degree.
• 4-6 years’ 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.