Hybrid BdM/Fund Sales - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

The Role

Promote the retail product range to Financial Advisers and Investment Managers within specified postcodes and or/firms.
Deliver target+ inflows into retail fund range.
Provide exceptional customer service.
Implement new sales and marketing campaigns.
Perform in line with Objectives set by senior management each half year period.
Work in partnership with an Office BDM and/ or an External BDM to develop and execute a plan to deliver target+ inflows
Schedule and attend at least 10 client/ prospect meetings per week. The majority should be conducted using Zoom and telephone activity with a small minority held face to face when you travel to your specified postcodes.
Keep CRM system up to date and accurate.
Build relationships with key supporters.
Work with Marketing team to develop and execute a marketing strategy for your region.
Prioritise professional development by engaging with all internal training sessions and developing a Personal Development Plan with your line manager.
Complete all required training within specified time frames.

Skills / Experience

At least three years experience selling an investment proposition to IFAs / Wealth Managers or other financial institutions
Strong evidence of ability to deliver the above responsibilities.
Customer focused
Growth mindset
Strong flexible work ethic
3+ year track record of excellent sales performance
Commercial acumen
Legally able to work in the country in which the position is based