1. Sales Strategy and Planning:

• Develop and implement effective sales strategies to achieve AUM targets.

• Analyse market trends, competitor activities, and partner needs to identify opportunities for growth.

• Business development with regional partners and individual distributor partners

• Collaborate with the leadership team to align sales goals with overall business objectives.

• Achieving business targets, examining growth opportunities, enabling sales improvements, product mix development

• Identify areas of improvement in sales strategies and with a view of establishing actionable insights for the improvement in sales and business profits.

 

2. Client Relationship Management:

• Build and maintain strong relationships with key clients, institutional investors, and distribution partners across segments.

• Identify partner and client needs and work closely with the product and service teams to tailor solutions.

• Ensure a high level of client satisfaction and retention through excellent service delivery.

 

3. Market Expansion:

• Identify and pursue new business partners within the region.

• Develop and maintain a robust pipeline of potential clients and partnerships.

• Stay abreast of industry trends, competition mapping and regulatory changes to anticipate market shifts.

 

4. Performance Tracking and Reporting:

• Implement robust sales performance tracking mechanisms.

• Prepare regular reports on sales activities, achievements, and challenges for senior management.

• Utilize data and analytics to make informed decisions and adjustments to the sales strategy.