Sales Manager, NW and Scotland recruitment

Role

• To deliver sales of the firm’s UK retail products consistent with business plan

• To sell these products to, investment IFAs, Nationals Networks, fund managers, life companies, supermarkets corporate connections (onshore offshore) as required

• To manage relationships with existing customers to encourage retention of assets.

• To apply special emphasis to key revenue generating intermediary firms.

Responsibilities

• To build and maintain productive, profitable business relationships with targeted 3rd party distributors producing gross sales commensurate with the business plan

• To help build and maintain, in conjunction with the sales office and related administrative support, an adequate database of business contacts covering the key target markets

• To effect improved exposure for the firm in these channels of the intermediated market place through a broad mix of activities, eg business meetings, extensive and regular telephone and e-mail contact, conferences, seminars etc

• To contribute to the management and planning processes within the team by virtue of regular, pertinent feedback and discussion

• To act, at all times, within the guidelines set out in the sales incentive scheme

• Present investments in a thoroughly professional light

• Seek to establish long-term, productive business relationships with intermediaries based on honesty, integrity, and a working transparency combined with professional discretion

• Actively manage his/her account list, applying simple assessment criteria and establishing SLAs at different levels in that list

• Develop and maintain high levels of contact activity especially in the field, but also via e-mail, fax presentations and road shows etc as agreed with line manager

• Provide adequate feedback information to line manager, members of the team or indeed other teams within the firm as directed and as appropriate. The feedback process should be considered an essential part of the planning/execution/feedback loop; without it the loop cannot be closed and ongoing planning becomes impossible

• Maintain a thorough, up-to-date working knowledge of funds and products, and to understand and be able to explain relevant in-house processes and practises e.g, dealing, discount management etc.

• Apply sensible commercial awareness and practice in negotiating discounts through the constraints of our managed discounting procedures

• Maintain an adequate understanding of the intermediary market and its functionality such that he/she can add real value to any desirable business relationship through the application of our funds and products. In this regard it will be essential to cultivate and maintain a good working knowledge of relevant market dynamics, changing trends and corporate movements

• Be aware of current and changing industry legislation and of its practical implications at ground level. In this respect, to be able to adopt a requisite ‘legals compliance’ view in the pursuit of professional outcomes both externally and in-house

• Be able to demonstrate technical competence by way of successful attainment of relevant vocational qualifications eg IACs, FPCs, IMC etc. as discussed and agreed with line manager.

Person Specification and Qualifications

• Preferably IMC qualified

• Need to have existing contracts in the area

• Need to have geographical knowledge of the area

• Good presentational skills and sound investment process knowledge will be important

• Experience sufficient enough to perform the above responsibilities.