Sales & Client Acquisition

• Identify, prospect, and acquire new retail and corporate BAM Business.

• Generating and converting leads to active clients through digital and relationship channels.

• Present proposals, pitches, webinars and solutions to clients and decision-makers.

• Drive revenue growth by achieving set sales targets and market share expansion.

Relationship Management

• Manage a portfolio of diaspora clients, ensuring high engagement and satisfaction.

• Conduct regular portfolio reviews and recommend top-ups or additional products.

• Collaborate with fund managers, operations, and brokers to deliver seamless onboarding and service delivery.

Sales & Revenue growth

• Drive growth in Assets Under Management (AUM) and revenue.

• Cross-sell and upsell financial products including unit trusts, pensions, insurance, and offshore investments.

• Deliver against set sales targets, conversion rates, and retention metrics.

• Build partnerships with banks, institutions and other networks to position the company competitively.

Market Analysis & Strategy

• Monitor diaspora market trends, competitor activity, and customer needs.

• Provide insights to inform product development and customization for diaspora clients.

• Support development of digital solutions tailored to diaspora engagement.

Compliance & Risk Management

• Ensure all clients onboarding and transactions comply with regulatory requirements (KYC, AML, FATCA, etc.).

• Maintain accurate and up-to-date client records.