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Business Development Officer (Direct Business Channel)

Closing: May 20, 2024

This position has expired

Published: May 14, 2024 (14 days ago)

Job Requirements

Education:

Work experience:

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Job Summary

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Academic and Professional Experience

·       At least 4 years’ experience in a sales or relationship management role within the financial services industry

·       Successful track record managing clients and/or meeting sales objectives

·       Bachelors’ degree in a Business or related discipline from an accredited University.

·       Professional qualification e.g. CISI level 1 is an added advantage


Responsibilities
Academic and Professional Experience

·       At least 4 years’ experience in a sales or relationship management role within the financial services industry

·       Successful track record managing clients and/or meeting sales objectives

·       Bachelors’ degree in a Business or related discipline from an accredited University.

·       Professional qualification e.g. CISI level 1 is an added advantage


Sales

  • Promote and sell ILAM’s investment products to achieve the annual set target.
  • Prepare & deliver proposals / presentations to prospective and existing clients.
  • Sign up, manage and retain clients and their portfolios.
  • Understand the client’s risk and return profile, recommend investment opportunities and ensure periodic investment portfolio review with the clients.
  • Keep abreast with developments in local, regional and global financial markets, investment products and opportunities to give appropriate investment advice.
  • Liaise with the teams in Research, Business Development, Portfolio Managers and Client Service teams to identify opportunities to meet clients’ requirements.
  • Provide weekly production reports versus targets within the required timeframe.
  • Sustain robust relationships with clients
  • Provide support for all client engagement events and initiatives e.g. investor education, client appreciation events, client gifting.

Client Service & Relationship Management

  • Deliver personalized services in an effective and efficient manner to clients under the Direct Business distribution channel in regards to their investments
  • Provide support for all client engagement events and initiatives e.g. e.g. investor education, annual investment conferences, client appreciation events, corporate gifts, media investor briefings etc.
  • Management of Direct Business client database.
  • Ensure client requests and complaints are addressed within the shortest turnaround time.
  • Act as a relationship manager to the client portfolio and ensure clients receive an overall positive experience.

Product/Solution Development

  • Actively participate in product innovation, development and review.
  • Possible entrance into new markets i.e. help identify opportunities in regional markets, counties and various industries
  • Keep abreast with the changing needs of the clients and periodically review existing products and propositions.


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