Mutual Funds Officer at Meristem Securities Limited

The purpose of this role is to generate new business in order to achieve the projected NAV for the company’s equity and money market funds as well as all retail products , also generating income in line with the set target of the company while generating new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing subscribers.

Responsibilities

• Identify, prospect and profile viable leads, appropriate target clusters, and devise strategies for penetration
• Facilitate cluster presentations and develop apposite marketing pitch(es)
• Establish a network of referrals
• Drive NAV growth of both funds to achieve an increase of 50% of the existing NAV within one year
• Ensure follow through on identified business generation strategies to achieve steady conversion of prospects to clients
• Develop new sales/marketing strategies to attract new clients and ensure achievement of the NAV of both funds
• Leverage on Social media platforms to social media engagement and top of mind awareness of the mutual funds
• Respond to all subscription inquiries and requests on all electronic platforms

Desired experience
At least 2 years’ experience selling mutual funds or related products

Studies
A first degree in any discipline from a reputable higher institution

Desired requirements

• Good presentation skills
• Proficiency in usage of Microsoft office tools and social media platforms
• Leadership skills
• Proactive decision-maker
• Self-Starter
• Sound Ethics and integrity
• Flair for business development and strategic thinking