Job Purpose:

• The role holder will be responsible for top-line growth in sales to retail customers through Retail and Corporate business. The role holder will manage a team of Business Development Officers and drive businesses through all the intermediaries.

Key responsibilities:

• Drive BAM retail sales targets through the different Channels.
• Drive growth in retail client numbers through all Channels.
• Aggressive weekly Branch and client engagements – At least 3 per week of each.
• Provide regular training to the Financial Advisor (FA) Network/units and Branches on investments products, processes, and target markets.
• Open markets for the Financial Advisors (FA) network.
• Maintaining relationships with Branch Managers to ensure 50% on target.
• Regular Channel and BDO engagements and pipeline management/ tracking and conversion – target 30% conversion.
• Joint client pitching with the Business Development Officers (BDOs) , Branch Managers and FAs- follow up to ensure closure.
• Client onboarding, meetings and responsible for day-to-day relationship management.
• Relationship management with all the internal and external stakeholders.
• Take up other delegated duties as and when.
• Organize industry events-Generate Pipeline and ensure Return on Investment (ROI).
• Preparation of presentations for customers, meetings and any other arising need.
• Prepare periodic reports as demanded by the business.

Knowledge, experience and qualifications required:

• Bachelor’s degree in Business administration, Finance, Economics, Marketing, Commerce, or a related field.
• Professional qualifications in Business Development, Sales, Marketing, Investment, Finance or a related discipline will be an added advantage.
• Relevant professional qualifications in Investment/Asset Management such as CISI, CFA, CPA or equivalent will be an added advantage.
• Minimum 5-7 years’ relevant experience in Business Development, Sales, Relationship Management, Partnerships, Asset Management, Banking, Insurance or a related field.
• Demonstrable experience in client acquisition, relationship management and revenue/business growth.
• Experience managing and converting sales leads and maintains a healthy business pipeline.
• Experience developing and maintaining relationships with corporates, institutions, intermediaries, strategic partners or high-value clients.
• Experience supporting or implementing business development initiatives and partnerships.
• Experience preparing business proposals, presentations, tenders, reports and business cases.
• Experience working across multiple internal teams to deliver client or commercial initiatives

Note: This role requires individuals who demonstrate a digital-first mindset, customer focus, agility, accountability, collaboration, data-driven decision-making, continuous improvement orientation, learning agility and the ability to thrive in a changing business environment to support successful delivery of the strategy.