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Investment Manager and Analyst
Nairobi
• Kenya
Profession (Mid-level)
Industry (Mid-level)
© Fuzu Ltd
Banking + 2 more
Description
3. KNOWLEDGE & EXPERIENCE
- Technical Knowledge,
-
At least 3 years’ experience
4. QUALIFICATIONS
- Bachelor degree Marketing, Commerce or Business Administration
- Sales experience
- Employee Benefits training and experience will be an added advantage
5. KEY RESULT AREAS & PERFORMANCE INDICATORS
- Meeting set revenue targets measured periodically
- Timely delivery of proposals and quotations
- The amounts of new revenue placed through targeted distribution channel partners.
- Debtor days for Distribution Channel partners
- Expense controls for Profitability of accounts placed
- The number of suggested new solutions to clients and distribution channel partners
- Timely periodical reports to seniors
Responsibilities
- Delivery of Budget – Ensure the set budget for Group Life, Group Credit Life, Group Last Expense and Group Critical Illness is realized for year.
- Market Intelligence – Obtain market information in respect of corporate business and ensure the information is used for product improvement so that our product offering remain relevant and continue to meet customer expectations
- Proposals of follow up:
Ensure proposals are delivered within the agreed timelines
Follow up competitiveness of proposals sent out
- Driving business and ensuring sustained growth, focusing on achieving/ surpassing sales targets
- Expanding business reach and proactively creating new sales leads/ opportunities
- Constantly interacting with prospects and maintaining cordial business relationship with key clients
- Expanding channel business by sourcing new partners as well as maintaining efficient business relationships with existing partners to enhance growth of business operations
- Handling high value sales, addressing minor details and identifying areas of improvements in customer service
- Undertaking business case assessment to enhance channel sale relations, as well as assessing and evaluating new products
- Managing an efficient sales cycle (sales pipeline) and value based service cycle through use of CRM to drive the following business goals: -
Identify Target customer
Meeting to determine needs
Client acquisition
Account Service Plan – client/intermediary visits, policy documentation, credit control, claims management, SLA’s etc
- Ensure that proper management of accurate, quality and timely business reports
- Monitor competitor activity and advise the business on opportunities/threats that are presented by such activities
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