Hybrid BdM/Fund Sales

2 weeks ago


London, Greater London, United Kingdom eFinancialCareers Full time

The Role

  • Promote the retail product range to Financial Advisers and Investment Managers within specified postcodes and or/firms.
  • Deliver target+ inflows into retail fund range.
  • Provide exceptional customer service.
  • Implement new sales and marketing campaigns.
  • Perform in line with Objectives set by senior management each half year period.
  • Work in partnership with an Office BDM and/ or an External BDM to develop and execute a plan to deliver target+ inflows
  • Schedule and attend at least 10 client/ prospect meetings per week. The majority should be conducted using Zoom and telephone activity with a small minority held face to face when you travel to your specified postcodes.
  • Keep CRM system up to date and accurate.
  • Build relationships with key supporters.
  • Work with Marketing team to develop and execute a marketing strategy for your region.
  • Prioritise professional development by engaging with all internal training sessions and developing a Personal Development Plan with your line manager.
  • Complete all required training within specified time frames.

Skills / Experience

  • At least three years experience selling an investment proposition to IFAs / Wealth Managers or other financial institutions
  • Strong evidence of ability to deliver the above responsibilities.
  • Customer focused
  • Growth mindset
  • Strong flexible work ethic
  • 3+ year track record of excellent sales performance
  • Commercial acumen
  • Legally able to work in the country in which the position is based


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