Posted By
Posted in
Sales & Marketing
Job Code
1366565
Roles and Responsibilities:
- Work with the Institutional Sales and Distribution teams to identify and target existing and potential clients within each segment/channel.
- Develop a combination of direct and indirect sales and business development strategies with a suitable priority to focus efforts on the highest opportunities.
- Establish, grow, and manage investment relationships with clients - Acquire new clients through market intelligence and regular engagements.
- Provide and deliver presentations for workshops, seminars, and individual client meetings as appropriate to represent Company and build a broader understanding and usage of ETFs.
- Act as a trusted partner with clients and position company as the preferred ETF manager; provide suitable investment recommendations in line with market positioning and show how ETFs can be used as a tool to achieve desired asset allocation.
- Recognize changes in the client's/ market environment which may present opportunities.
- Work to ensure that the company sales teams operate as a cohesive unit where information on sales activity, account intelligence, and sales leads are shared continually.
- Be a primary source of trade ideas that can be showcased to clients using ETFs as a base.
- Work closely with the product development team providing input and feedback regarding product planning and implementation.
Skills Required:
- Proven expertise in selling investment products to sophisticated clients.
- Superior understanding of Capital Markets and Products, understanding drivers of risk and returns of different asset classes.
- Understanding of how s can be used as a tool to achieve a desired asset allocation.
- High Energy and Entrepreneurial mindset to grow ETFs business.
- High standard of public speaking and presentation experience
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Posted By
Posted in
Sales & Marketing
Job Code
1366565
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