
JOB PURPOSE
▪ To aid and support to the Head of Business Development and the Managing Director of the Asset
▪ Management Unit in order to grow the Assets Under Management leading to growth in business and revenue in a profitable and cost-effective manner.
▪ To understand client investment needs and objectives and identify opportunities for EDC to provide investment solutions to address such investment needs.
▪ To aggressively pitch for new businesses in Kenya.
▪ To provide efficient management of all existing clients and ensure repeated businesses from them in Kenya.
▪ To offer all appropriate products to all clients - retail, HNI and Institutions in Kenya thereby meeting the clients’ unique financial needs.
JOB CONTEXT
▪ The role requires the candidate to be customer centric and network minded with abilities to address/escalate issues to the Head of Business Development and Managing Director in order to ensure strong customer relationships and superior service quality.
▪ The incumbent is requested to efficiently manage and provide information on the clients within the country of coverage.
▪ Candidate is required to have a strong supervision and presentation skills.
▪ The incumbent is required to maintain excellent communication with Ecobank Relationship Managers to ensure AUM growth.
▪ The role also comes with the ability to efficiently sell investment solutions and come up with marketing initiatives to grow AUM in the country of coverage.
KEY RESPONSIBILITIES
▪ Attain targeted sales goals and performance targets through effective use of available resources.
▪ Develop marketing strategy for the Asset Management business within the country of coverage and detailed implementation plan for execution.
▪ Efficiently manage the Asset Management business within the country of coverage to ensure constant AUM and revenue growth.
▪ Develop and execute the distribution strategy and distribution KPIs for both retail and institutional clients
▪ Channel management across both digital and physical channels
▪ Ensure quick resolution of client issues to delight clients.
▪ Identify and undertake specific initiatives to win new business at each prospect.
▪ Identify, contact and qualify new prospects within the identified market, cold calling and following up marketing leads.
▪ Develop and execute responses to queries from prospects and clients.
▪ Co-ordinate one-to-one meetings with prospects.
▪ Organize and perform demonstrations and/or presentations of the company key product offerings to prospective clients.
▪ Manage sales opportunities from first call through to closure
▪ Negotiate and close new business contracts.
▪ Work closely with the various banking group within Ecobank on product training and to propose and execute marketing activities and communication.
▪ Take ownership of market intelligence within the market (trends, competition and sale team update).
KNOWLEDGE, SKILLS & EXPERIENCE
Qualifications
▪ Bachelor or Masters degree (Minimum)
▪ SEC licensed (if applicable)
Experience
▪ At least 5 - 10 years sales/marketing experience with good sales track record, in selling investment products.
▪ Ability to interact and negotiate with the client organization at take basic decisions;
▪ Sound Knowledge of Investment & Banking sector
▪ Product knowledge, ideally across various asset classes
▪ Customer focused & results oriented;
▪ Ability to pull together various resources to sell and deliver customer solutions;
▪ Good organizational and time management skills are highly desirable;
▪ Result driven,
▪ Inclusive, flexible, savvy and sensitive to client culture.
Skills & Capabilities & Personal Attributes
▪ Demonstrate excellent client acquisition skills
▪ Demonstrate excellent leadership skills and team management skills
▪ Demonstrate a strong ability to ensure quick resolution of client queries and complaints
▪ Cooperative working style and strong communication skills are required, in order to develop and maintain effective working relationships both externally and internally.
▪ Strong attention to detail and ability to multi-task in a fast-paced environment
▪ Ability to communicate clearly and concisely with clients/prospects and internal contacts
▪ Strong interpersonal skills, team-oriented and self-motivated
▪ Articulate and energetic self-starter with strong communication and interpersonal skills.
▪ Highly self-motivated: ability to generate ideas and demonstrate initiative and perseverance.
▪ Team player with ability to work successfully under own initiative
