Relationship Officer at Sterling Asset Managements & Trustees Ltd

JOB PURPOSE:

The Sales Team plays a critical role in driving growth and expanding the Clientele by promoting SAMTL Fund Managers products and Services to institutional and retail clients. Team members will focus on identifying, understanding, developing and managing clients’ relationships, understanding client’s needs and offering appropriate fund solutions that align with their investment goals.

JOB RESPONSIBILITIES:

SALES STRATEGY AND EXECUTION

• Develop and execute effective sales strategies in alignment with the overall business objectives of SAMTL Fund Managers.
• Identify and Prioritise target markets, focusing on high potential segments such as institutional investors, high net worth individuals, Pension Funds, Insurance Companies and retail clients.
• Work collaboratively with the marketing team to support campaigns and products promotion.

 CLIENT ACQUISITION AND RELATIONSHIP MANAGEMENT

• Actively engage with prospective clients to present fund products, address inquiries and build relationships.
• Develop and nurture relationships with existing clients to ensure high satisfaction levels and to generate new business.
• Conduct need based analysis to understand the investment goals of clients and recommend suitable fund options.
• Manage Client relationship by providing continuous updates, insights and performance reports.

 MARKET RESEARCH AND ANALYSIS

•  Conduct market research to understand market trends, competitive landscape and client preferences.
• Provide feedback on clients needs and market trends to help the products team develop relevant investment solutions.
• Analyse sales data and prepare reports on sales performance, clients feedback and potential areas for improvements.

 PRODUCTS KNOWLEDGE AND DEVELOP

•  Stay up to date with the Fund managers offerings, including mutual funds, alternative investments and other fund management products.
• Educate clients on fund options, investment strategies, and products features to help them make informed decisions.
• Work closely with the products development team to provide input on new fund launches or updates to existing funds.

 COMPLIANCE AND RISK MANAGEMENT

•  Adhere to regulatory and internal compliance standards, ensuring all sales activities are in line with industry regulations.
• Maintain accurate and up to date client records in compliance with data protection and confidentiality.

 SALES REPORTING AND KPI TRACKING

• Report periodic sales reports and present to management
• Regularly update system with client’s interactions, sales pipeline and follow up activities
• Track individual and team’s sales KPIs, ensuring target are met and strategies are adjusted as needed to optimise performance.

REQUIREMENTS

•  A good Bachelor’s degree with a minimum grade of second class.
• Minimum of 1 year in sales or client facing roles within a Bank, Asset Management, financial services or related industries.
• Good understanding of investment products, financial markets and fund structures.
• Proven ability to build strong client relationships, communicate investment strategies clearly and deliver a high level of client service.
• Ability to interpret market data and financial information, understanding of sales analytics and KPI tracking.
• Knowledge of regulatory requirements the fund management industry including AML/KYC standards.
• Strong interpersonal skills, negotiation, and presentation skills. A team player who collaborates efficiency
• Ability to set and achieve sales targets, with a focus on results and continuous improvements, resilient in competitive industry with persistence to pursue and close deals. 

PERFORMANCE METRICS

• Sales revenue and Growth of AUM
• New Client Acquisitions and retention rates
• Clients’ satisfaction score
• Regulatory compliance
• Cross selling and upselling metrics
• Conversion rate
• Average deal size
• Sales Cycle length
• Market share and penetration
• Client Satisfaction and Net promoter score
• Referral rat