Assistant Manager, Business Development
Job Purpose Statement
The
role is focused on new business generation and onboarding by ensuring the
existing and other new products and services of the unit are suitable to the
targeted clientele, provide efficient client management, and achieve service
delivery excellence.
The
holder shall be expected to deliver new business growth for the wealth
management unit within the assigned market segment.
This
includes defining market segments, developing strategies to acquire new
customers, growing the client numbers and assets under management, and
recommending relevant investment solutions to customers to ensure the
sustenance of the unit’s competitive advantage in the marketplace.
Key responsibilities include;
Responsible
for the management of strategic and operational customer Relationship
activities assigned.
Providing
market feedback to the organization’s leadership regarding the competitiveness
of offerings, and prospect needs, and generating product development ideas.
Taking
ownership of the management of the sales targets and product awareness-building
functions in the assigned client segment.
Drive
increased revenue and profit to achieve the unit growth plans
Participate
in the planning and coordinating the implementation of business plans and the
penetration of new markets
Identify
opportunities to reach new market segments and expand market share
Monitor
competition (acquisitions, pricing changes, and new products and features)
Creating
and strengthening partnerships with business teams within the Group and other
potential partners and sources of business
Contribute
to the designing, approval, launch, and continuous marketing of new products
and services
Provide
strategic market intelligence on competitor actions, plans, and activities
Ideal Job Specifications
Academic:
University
Degree in Business related Course -Upper Second or equivalent.
Professional:
Working
towards ICIFA qualification and/or CISI membership.
Desired Experience:
Minimum
of 3 years experience in a sales or business development role in a financial
services environment with exposure/interest in investments and Sales.
Experience
in investment banking or fund management industry is an added advantage.
Knowledge
and understanding of the various investment products and securities in Kenya
Knowledge
about the regulatory environment within the capital markets and retirement
benefits sectors.
Proficiency
in office automation and investment management systems and technologies.
How To Apply
