Direct Sales Agent at Alternative Capital Partners

Job Summary:
Responsible for sales and relationship management activities in assigned/self generated accounts or territories, managing quality and consistency of service delivery as it pertains to the distribution of Mutual Funds.

Key Responsibilities

• Present and sell the organisation’s products and services to current and potential clients
• Prepare action plans and schedule to identify targets and to project the number of contacts to be made
• Identify sales prospects and contact them and other accounts as assigned
• Follow up on new sales leads and referrals resulting from field sales activity
• Establish and maintain current client and potential client relationships
• Identify and resolve client concerns
• Prepare a variety of status reports, including activity, follow-up and closures
• Other related duties as may be assigned

Skills and Requirements

• Moderate knowledge of the Financial Services industry and appreciation of its operations and peculiarities
• Good sales skills
• Good relationship management skills
• Excellent communication and networking skills
• Good presentation and negotiation skills
• Good problem analysis and solving skills
• Ability to manage multiple priorities
• Ability to use office productivity tools
• Key Performance Indicators
• Numbers of clients’ accounts opened
• Retention rate of customers
• Quality of service delivery
• Number of transactions under partnership for growth
• Frequency of repeat customers/business from current customers
• Performance of portfolio under management
• Accuracy of sales report
• Value of mutual funds sales
• Volume of products sold

Qualifications

• First degree or its equivalent in any discipline but preferably Finance, Economics or Business Management
• Cognate experience in similar role for at least 1-3 years
• Proven prior experience in selling financial services products