Job Description

Key Responsibilities

• Oversee of BD Associate and helping him/her to integrate the team and find his feet;
• Add, develop, maintain and update a list of AXIS referral partners;
• Work with reporting line on how to enhance relationship with referral partners;
• Research and preparation of article(s), technical factsheets, presentations and other related technical documents as agreed with reporting line;
• Work with reporting line for release of technical pieces to be released on social media as and when required;
• Update product factsheets and all technical papers as required;
• Update Fee schedules and come up with new suggestions to enhance the fee structure;
• Update AXIS presentations as and when required;
• Provide support to our marketing & communication cluster, as and when required, for our advertising and promotional efforts;
• Work closely with reporting line for all leads;
• Handle leads requests under supervision of reporting line;
• Follow up on all potential leads;
• Preparation of proposals for all new leads and send to them, and chasing them to convert them into successfully business;
• Assist reporting line to prepare structuring notes and email to leads, intermediaries and referral partners;
• Carry out research and project work as required;
• Preparation of business trips, including research work on key markets and potential intermediaries meetings;
• Assist reporting line in our BD initiatives to generate new leads and new business.
• Follow up on emails post business trips;
• Handles all affairs of the BD team in absence of reporting line under the supervision of COO or MD;
• Updating of information on all the relevant systems in place on a regular basis;
• Regular update of the CRM tool internally;
• Inputting of data on the relevant internal systems- scan and upload documents on any relevant system in place;
• Assist in setting up, coordinating and making arrangements for meetings and conferences;
• Prepare agendas and meeting packs;
• Assist the team in the preparation of quotes through research and compilation of data;
• Prepare template responses to correspondence containing routine inquiries;
• File and retrieve organizational documents, records and reports – physical files & on DMS;
• Create and modify documents such as reports, memos, letters, spreadsheet etc.;
• Input key metrics on Business Development Reporting presentation as may be required for meeting with managing director;
• Any other cognate duties and any other items as assigned by Manager, Head of BD, COO or MD.

Requirements

• Strong academic qualification related to the Financial Services industry such as Law, Accounting, Finance and tax or a Professional Qualification (ICSA/STEP);
• Experience in the legal or financial services sector for at least 3 years;
• Good Knowledge and understanding of Legal and Regulatory framework, including Codes, FIAMLA Act, GBC, AC and KYC Standards;
• Company Secretarial duties and Board matters;
• Corporate and Trust Administration Functions, Compliance and Good Governance principles;
• Good understanding of the regulatory laws involved in servicing a variety of clients with portfolios of various complexities;
• Experience in international structuring through the use of International Financial Centers;
• Good experience in promoting Mauritius as an IFC;
• Good understanding of legal structures and of their use in the Mauritius IFC.

Skills

• A good propensity for sales & marketing;
• A strong leader with the proven ability to build strong relationships with relevant parties;

• Has excellent customer service skills;

• Has strong planning, organizing and coordinating skills backed by sound time management skills;

• Is analytical and is able to produce accurate, clear and concise work;

• Can juggle between priorities efficiently to deliver within set deadlines;

• Is committed, confident and results-oriented;

• Display sound judgement when resolving issues and taking decisions;

• Has excellent written and verbal communications skills in both English and French;

• Is a team player and can collaborate effectively with stakeholders;

• Is autonomous, self-disciplined and can productively work remotely;

• Is able to operate in a fast moving, demanding and high-pressure environment;

• Is a quick learner with the ability to apply knowledge appropriately.
• Highly organized with an independent personality that is effective and working independently and in a team environment.