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