Job Purpose:

Assist in maintaining relationships with FA and IFA Network channels on an ongoing basis.

Key responsibilities

• Ensure preparation of client proposals on a timely basis
• Maintaining relationship with the FA & IFA network to ensure sales target are met
• Maintain potential client database and provide such information as required by management
• Provide Customers with high service standards 
• Provide regular training to the Britam branch Network and the IFA network
• Assist in conducting market research
• Support AMC UG as per Hub and Spoke model
• Perform any other duties as may be assigned from time to time
• Delegated Authority:  As per the approved Delegated Authority Matrix

Knowledge, experience and qualifications required

• Bachelor’s degree in a business-related degree
• At least one year of experience in a similar position

Technical/ Functional competencies

• Knowledge of investment classes
• Customer, market, and competitor understanding
• Effective negotiation skills
• Excellent organizational and analytical skills
• Report writing skills