Institutional Marketing / Sales Manager at Karisa Consults Limited

Job Summary

• Solely responsible for identifying opportunities and developing relationships with various Institutional such as government agency, oil company and investment consultants in assigned institutional market channels.
• Responsible for Purpose’s sales to Institutional investors, including family offices, foundations government agency, and variety of identified organizations.
• Responsible for setting the team’s strategy, building out a high-impact team and work with an existing portfolio of institutional relationships.

Job Responsibilities

• Identification and cultivation of institutional sales prospects or clients, as well as initiation of and follow up on new business opportunities.
• Lead new business meetings and close sales with institutional investors and consultants.
• Leverage on the organization’s relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.
• Act as a liaison officer to the investment management groups to ensure active and enthusiastic support of the sales and marketing process.
• Collaborates with marketing team on product and sales materials to ensure they are current and focused for the applicable presentation, conference, or opportunity.
• Works closely with go-to-market members to further develop sales opportunities.
• Responsible for identifying and knowing all clients and prospects; listen to and understand all clients’ feedback and challenges; prioritize client segments and specific clients.
• Build and lead client coverage approach, as well as manage all relationships with priority institutional clients and prospects, delegating where appropriate to junior team.
• Responsible for revenue growth.
• As a brand ambassador: Represent Purpose’s mission; communicate the organizations’ story with stakeholders with passion and authenticity; consider and help refine branding for institutional audience while being a role model for consistent professional behavior and living the organizational values .
• Own the sales plan: Create regional sales forecasts, related targets, an anticipatory, proactive and responsive data driven sales plan and also deliver on ambitious sales target, ensuring capabilities and resources to deliver.
• Product Innovation: Support products development by working with clients and the product team to create the products clients desire. Also responsible for amending existing retail products for institutional market where appropriate.
• Support marketing: Contribute to overall marketing strategy and constantly communicate feedbacks gotten from clients and the market to the team.
• Build Coverage Approach: Contribute to guiding purpose by being a part of the leadership team that actively participate in business decisions to enhance the overall performance of the firm.
• Drive efficiency: Improvement of processes to enhance productivity by ensuring tight integration across teams within purpose; analyze and report.