Job Summary:Responsible for sales and relationship management activities in assigned/self generated accounts or territories, managing quality and consistency of service delivery as it pertains to the distribution of Mutual Funds.Key Responsibilities
Present and sell the organisation’s products and services to current and potential clients
Prepare action plans and schedule to identify targets and to project the number of contacts to be made
Identify sales prospects and contact them and other accounts as assigned
Follow up on new sales leads and referrals resulting from field sales activity
Establish and maintain current client and potential client relationships
Identify and resolve client concerns
Prepare a variety of status reports, including activity, follow-up and closures
Other related duties as may be assigned
Skills and Requirements
Moderate knowledge of the Financial Services industry and appreciation of its operations and peculiarities
Good sales skills
Good relationship management skills
Excellent communication and networking skills
Good presentation and negotiation skills
Good problem analysis and solving skills
Ability to manage multiple priorities
Ability to use office productivity tools
Key Performance Indicators
Numbers of clients’ accounts opened
Retention rate of customers
Quality of service delivery
Number of transactions under partnership for growth
Frequency of repeat customers/business from current customers
Performance of portfolio under management
Accuracy of sales report
Value of mutual funds sales
Volume of products sold
Qualifications
First degree or its equivalent in any discipline but preferably Finance, Economics or Business Management
Cognate experience in similar role for at least 1-3 years
Proven prior experience in selling financial services products
Applicants should send CVs to dsacontractsales@gmail.com
Apply via :
dsacontractsales@gmail.com
