Relationship Manager, Channel Sales

• Develop a good understanding of the businesses and services – have a strong understanding of the company's Groups business and how they interrelate. The end goal is to ensure we offer our clients services suitable to meet their needs.
  
• Understand the essence of financial planning and how this is essential for client acquisition and management
  
• Ensure a thorough and prompt prospecting of potential clients to achieve a conversion rate that ensures targets for the period are promptly met.
  
• Provision of Investment Management Service of superior quality designed to meet client’s investment objectives, which will include effectively matching clients’ investment profile with asset allocation recommendations
  
• Active involvement in preparation of the financial year budget and development & implementation of strategies to achieve this budget
  
• Regular communication with your Supervisor & Unit Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may rise from time to time
  
• Work closely with supervisor to understand the strategic direction for the business
  
• Generation of new and creative ideas for new products development, to broaden the range of investment management services available to existing and potential clients
  
• Any duties or responsibility that may be assigned by your team lead or other senior members of staff
  

Requirements

• BSC/HND Equivalent in Banking and Finance, Accounting, Business Administration or related field.
  
• 1-3 years in a similar role
  
• Proficiency in the use of Microsoft Word, PowerPoint, Excel, and other spreadsheet applications
  
• Excellent verbal and written communication skills
  
• Knowledge of Asset &Investment Management and the Financial Services Industry at large