Im Emea - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Overview

Role Context & Purpose:

BNY Mellon Investment Management are seeking an ambitious and energetic telephone sales person with aspirations to build a long term career in asset management sales.

The role holder will be responsible for managing a panel of telephone accounts, working in partnership with the Regional Sales Director to increase new investment business from IFA's and wealth managers.

- The role will be heavily telephone based with ambitious targets for outbound calling levels

Monitoring BNY market share on Financial Clarity and panel positions for advisory firms
Accurate record keeping in CRM system and recording of meetings
Follow up campaigns and regional events
Assist the team with national event activity and selected regional panel work
Work in conjunction with regional sales team to increase market share from accounts and to maximise new business opportunities
Contribute to a positive team environment

Ideally, they should have a proven track record in client relationship management, in particular distributing investment products, and should have strong knowledge and understanding of the UK market, including regulatory changes and other product providers.

They should be able to clearly and effectively present BNMY Mellon IM products and solutions to a variety of client types in addition to hosting meetings and following up events.

The role holder will work in partnership with a number of internal stakeholders - building rapport and utilising the experience of other colleagues, investment specialists, fund managers and marketing will be essential to achieving our mutual goals.

The role holder should be an enthusiastic and reliable team player, actively contributing to the wider team effort, sharing responsibility for results but equally a self-starter who is motivated to carry out a sales strategy and plan once agreed.

They shouldbe able to prioritise and multi-task, yet complete work comprehensively and thoroughly without loss of detail or quality.

The role holder will also be expected to work closely with colleagues in UK Wholesale Team in order to implement key campaigns and maximisebusiness from partnership clients in the UK.

They will be expected to work to a very high professional standard of best practice, achieve at least minimum activity levels, utilise the Global BNY Mellon IM sales process and engender a culture of high performance and act in the best interest of clientsat all times.

Key Outcomes / Responsibilities:

Sales targets achieved new business (Gross), retention (Net) and market share
Relationship development and management
Key accounts identified and targeted
Market share increases achieved in channel
Activity accurately reported in a timely manner on to Salesforce CRM system
Maintain high levels of industry, market and product knowledge
TCF the role holder will also be assessed on the fulfilment of customer needs and expectations in line with our Treating Customers Fairly philosophy
Notable success achieved in campaigns

Role Specific Skills and Knowledge:

Industry
Products, platforms and regulations
Sales tools and techniques
Previous use of Salesforce or equivalent CRM.

Core Skills:

Professional telephone manner
Listening, questioning, information gathering
Leading discussions & influencing others
Presentation skills via Teams
Spotting opportunity

Relationship Management

Building rapport
Keep clients informed
Understanding client business model
Sell BNY Mellon IM products to meet client needs
Maintaining professionalism and integrity at all times

Results Orientation

Promotion of BNY Mellon IM to the IFA client channels
Achieve and exceed key telephone activity metrics
Delivery of sales targets and commitments to BNY Mellon corporate goals
Identif y ideas and opportunities for developing UK Intermediary Sales, based on industry and BNY Mellon IM knowledge

Experience

Investment Sales track record
Experience and knowledge of the UK IFA market place.

Qualifications

Willingness to work towards IMC or equivalent

LIHYBRID

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle.

BNY Mellon can act as a single point of contact for clients looking to create,trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets.

BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helpingclients better manage and service their financial assets around the world.

Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and morethan 100 markets.

It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart.

Make your mark:
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