Retail Asset Management Sales Executive at Britam

Job Purpose:

Responsible for sourcing and growth of Asset Management business to meet set annual targets. Assist in maintaining relationships with tied Financial Advisors (FAs) and Independent Financial Advisors (IFA) Network channels on an on-going basis.

Key responsibilities

1. Secure new retail Asset Management business directly or through intermediaries
2. Ensure preparation of client proposals on a timely basis
3. Maintaining relationship with the FA & IFA network to ensure sales target are met
4. Maintain potential client database and provide such information as required by management
5. Provide Customers with high service standards
6. Provide regular training to the Britam branch Network and the IFA network
7. Assist in conducting market research
8. Support AMC UG as per Hub and Spoke model
9. Perform any other duties as may be assigned from time to time
10. Delegated Authority:  As per the approved Delegated Authority Matrix

Key Performance Measures

• As described in your Personal Score Card

Knowledge, experience and qualifications required

Knowledge, experience and qualifications required

1. Bachelor’s degree in a business related degree
2. At least four years’ experience in a similar position

Technical/ Functional competencies

1. Knowledge of investment classes
2. Customer, market and competitor understanding
3. Effective negotiation skills
4. Excellent organisational and analytical skills
5. Report writing skills