
Financial Services
Associate 1 - Business Development
Description
Associate 1 - Business Development
Department: ICEA LION ASSET MANAGEMENT Location: Nairobi Full Time/Part time: Full Time Country: Kenya
JOB SUMMARY
Support day-to-day business development and client service activities for ILAM’s institutional pension business, covering segregated pension funds and the ILAM Umbrella Fund. The role will focus on prospect follow-up, preparing tenders and proposals, maintaining pipeline records, and coordinating routine client requests.
ROLES AND RESPONSIBILITIES
Business Development
- Prepare and compile tenders, RFP responses and business proposals using approved information and templates, for review before submission.
- Maintain up-to-date tender documentation and track submission requirements and deadlines.
- Update prospect databases, sales pipeline records and business development activity reports.
- Support business acquisition through follow-up on existing prospects, arranging prospect meetings and sharing approved introductory materials.
- Assist with preparing and following up on new client onboarding documentation.
Client Relationship Support
- Follow up on outstanding client requests and coordinate with the Umbrella Fund’s service providers.
- Support client relationship activities by coordinating sponsorship requests and assisting with client engagement initiatives.
- Respond to routine client and intermediary enquiries, coordinate responses with relevant teams and escalate matters requiring further guidance.
Marketing and Events Support
- Assist in updating pension product presentations and other marketing materials using approved content.
- Support the coordination of institutional client events, sponsorship requests and client gifting activities, as required.
CORE TECHNICAL & BEHAVIOURAL COMPETENCIES
- Practical business development skills, including prospecting and following up on opportunities.
- Ability to compile tender documents and draft clear proposals and client correspondence.
- Good organisational skills, attention to detail and ability to meet deadlines.
- Good communication, interpersonal and client service skills.
- Proficiency in Microsoft Word, Excel and PowerPoint.
- Ability to work independently on assigned tasks, collaborate with colleagues and escalate issues appropriately.
ACADEMIC AND PROFESSIONAL EXPERIENCE
- 1–3 years’ experience in business development or sales support, with hands-on experience in following up business opportunities and coordinating client requests.
- Practical experience preparing and compiling tenders, RFP responses or business proposals.
- Experience in financial services, particularly pensions, asset management or insurance, is preferred.
- Basic knowledge of pension products is an advantage.
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