Internal Sales Executive recruitment
Responsibilities :
New Business Development
- Proactively seek out and qualify sales opportunities and develop where appropriate.
- Proactively look for sales opportunities to pass on to the business development team.
Client Retention:
- Provide relationship management for the client on a day to day basis and act as the main contact point for all operational/performance/marketing-based enquiries.
- Proactively liaise with other internal functions (IMU/Legal, Compliance, etc) and where appropriate contribute solutions to resolve any client service issues/errors.
- Organise and co-ordinate meetings and events for clients and prospects including, pitches, strategic reviews and conferences/road shows.
- Distribute in agreed format and timescales, accurate investment communications to clients customising where appropriate for a particular business channel.
- Train and educate clients to ensure they understand SEI’s solutions and product offerings:
Ø How the program works and the benefits to the intermediary and end client.
Ø The operational infrastructure which processes the investment solution.
Ø Positioning documents and marketing material.
- Keep open communication with the client and forge and maintain strong working relationships to maximise client retention.
Targets
- Consistently work towards and achieve team and individual targets that are set. These can be fiscal as well as competency based.
Best Practice/Other:
- Keep Current – (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effective communication of these with clients where appropriate.
- Research the competition which rivals the SEI outsourced investment solution to be used both internally and externally.
- Adhere to all relevant FSA requirements and compliance.
- Maintenance and updating of internal systems/ data reference points in agreed format to ensure consistency and communication of relevant information within the team and ensure integrity of data.
• Any other ad-hoc projects as required.
Technical Capabilities/Skills Experience Required for the Role:
- Ideally degree educated and be either studying or working towards IMC or FPC with 3+ years experience working within financial services preferably within asset management in a sales or service function.
- The ability to pick up in-depth knowledge of SEI products and services/technical financial information and effectively communicate that to relevant clients/audiences.
- Clear interest in financial services coupled with a basic understanding of the markets and various asset classes
- The ability to be credible in communications with senior personnel.
- Ability to present and host meetings and calls and facilitate events.
- Demonstrate experience of influencing both internal and external stakeholders.
- A proven track record in client relationship management coupled with experience handling and delivering multiple tasks and projects within tight delivery schedules.
- Proficient IT skills - all Microsoft office products and able to pick up other systems/databases easily.
February 9, 2012
• Tags: Asset Management careers in the UK, Internal Sales Executive recruitment • Posted in: Financial