Key Responsibilities:

• Client Relationship Management:
  Maintain strong relationships with existing and prospective clients to ensure long-term engagement and facilitate future investment growth.
• Distributor Support:
  Manage relationships with distributors, keeping them updated on product specifications, sales and onboarding processes, and assisting with product-related inquiries.
• Proposals and Presentations:
  Collaborate in preparing proposals, RFIs, and RFPs, and participate in pitching them to prospective clients and distributors.
• Client and Distributor Queries:
  Respond to inquiries about product features, ensuring clear communication of processes to foster understanding.
• Sales and Distributor Monitoring:
  Track distributors’ sales activities and obligations, ensuring performance aligns with targets.
• Process Improvement:
  Support efforts to streamline sales, onboarding, and marketing processes to enhance operational efficiency.
• Sales and Marketing Execution:
  Assist in the implementation of sales, marketing, and distribution activities, including public relations.
• Event Participation:
  Help organize events, conferences, webinars, and workshops to promote products to both retail and corporate clients.
• Lead Generation:
  Where relevant, contribute to identifying and generating new client leads.

Skills & Qualifications:

• Bachelor’s degree in Finance, Economics, or Banking.
• Strong communication, management, and sales skills.
• Proficiency in English (speaking and writing).

Experience Required:

• At least 3 years of experience in the insurance (broker) or financial services industry.