Job Purpose:
- Expand, promote and market Investment Management Solutions to the retail mass affluent, banks and agents
- • Plan, manage and coordinate sales related activities
- • Carry out sales presentations
- • Facilitate the distributors in joint field work with potential clients to promote products
Key Responsibilities
1.Financial
- To promote and market KIB products to the distribution channel (Agency and IUTA) with the objective of increasing the company sales and revenue and ultimately increasing the company’s market share in the industry.
- To carry out sales presentations to acquire new customer bases either directly or via distributors
- To facilitate the distributors in joint field work with potential clients to promote our investment management services.
2.Learning & Growth
- Number of training days attended or conducted (regulatory and core competencies area as per HR records)
- Conduct knowledge / training for others within division
- To attend and to register for both internal and external training.
3.Customer
To communicate any feedback that derived from customers to Head Office for the improvement of customer satisfaction.
4.Internal Business Process
- To assess and gather feedback via tracking reports from relevant parties
- To consistently gather feedback on the business process flow for enhancement of the whole business process to achieve automation.
- To conduct market intelligent or research/studies on market trend and development for improvement of product ideas and innovation.