Britam

Business Development Manager – Retail at Britam

00100, Nairobi Kenya
May 27, 2024
Application deadline closed.
Deadline date:
Application deadline closed.

Job Description

Business Development Manager – Retail at Britam

The role holder will be responsible for top-line growth in sales to retail customers through Retail and Corporate business. The role holder will manage a team of Business Development Officers and drive business through all the intermediaries.

Key responsibilities:

  • Drive BAM retail sales targets through the different Channels.
  • Drive growth in retail client numbers through all Channels.
  • Aggressive weekly Branch and client engagements – At least 3 per week of each.
  • Provide regular training to the Financial Advisor (FA) Network/units and Branches on investments products, processes, and target markets.
  • Open markets for the Financial Advisors (FA) network.
  • Maintaining relationships with Branch Managers to ensure 50% on target.
  • Regular Channel and BDO engagements and pipeline management/ tracking and conversion – target 30% conversion.
  • Joint client pitching with the Business Development Officers (BDOs) , Branch Managers and FAs- follow up to ensure closure.
  • Client onboarding, meetings and responsible for day-to-day relationship management.
  • Relationship management with all the internal and external stakeholders.
  • Take up other delegated duties as and when.
  • Organize industry events-Generate Pipeline and ensure Return on Investment (ROI).
  • Preparation of presentations for customers, meetings and any other arising need.
  • Prepare periodic reports as demanded by the business.

Knowledge, experience and qualifications required:

  • Bachelor’s degree in related field.
  • Relevant Professional qualification (CISI) or it’s equivalent is an added advantage.
  • 5 -8 years sales management experience in the financial services sector 3 – 4 of which must be in a management position.
  • Knowledge of Capital Markets Authority and Retirement Benefits Authority regulatory requirements.
  • Knowledge of Asset Managers products.
  • Sales and marketing skills.
  • Strong stakeholder management, presentation & communication skills.

Business Development Manager – Retail at Britam