• Develop and implement comprehensive strategies for the growth of products, services, and solutions in alignment with company objectives.
• Identify and capture new market opportunities through targeted direct marketing efforts.
• Foster strong relationships with existing clients by participating in Board of Trustees (BOT) meetings with Customer Relationship Managers (CRMs), organizing open forums, and cross-selling additional products.
• Drive product portfolio diversification through continuous innovation and development.
• Expand market share by implementing targeted selling and segmentation strategies.
• Plan and execute direct sales and marketing activities, including physical visits, emails, and telemarketing, to prospective clients.
• Implement and monitor agreed-upon budgets, sales volumes, product mixes, and timescales.
• Respond to and follow up on sales inquiries via email, telephone, and personal visits.
• Maintain and develop relationships with existing and new customers through planned individual account support, coordinating with internal departments and account managers.
• Engage in activities that promote business and organizational development.
• Attend relevant training sessions to enhance knowledge and skills, ensuring staff are consistently well-trained.
• Maintain and update a computerized customer and prospect database on a weekly basis.
• Develop innovative ideas and create offers for direct mail and marketing campaigns targeting SMEs and large corporations.
• Monitor and report on business activities, providing relevant information to management for review and decision-making.
• Conduct market research, including competitor analysis and customer surveys, and provide recommendations to management.
• Maintain and report on the suitability of equipment and software for branch operations.
• Liaise and attend meetings and other company functions as scheduled.
• Compile weekly and monthly production reports for the unit.

Office Administration (5%)

Coordinate all office activities and resources to ensure smooth operations, including office cleanliness and infrastructure maintenance.

Human Resource Management (5%)

• Periodically appraise and enforce the performance of branch staff.
• Ensure timely issuance and review of Key Performance Indicators (KPIs) and job descriptions for all staff.
• Implement HR policies and procedures at the branch level.
• Communicate any potential disciplinary matters with HR and the line manager.
• Identify staff training and development needs and recommend actions, including upskilling, to the line manager.
• Manage staff leave effectively.
• Participate in staff recruitment as needed.

Strategic Plan Implementation (10%)

• Develop and implement the branch’s departmental strategy for product, service, and solution growth in line with the overall organizational strategy.
• Conduct and review SWOT analyses for the branch unit, identifying opportunities for growth.
• Develop strategies to maintain competitive advantage.

Relationship Management and Customer Service (5%)

• Follow up and resolve all customer issues, queries, and complaints.
• Make courtesy calls to maintain contact with existing clients, in conjunction with the Client Servicing Team, aiming for cross-selling opportunities.
• Inform clients about new products and prepare reports for review.
• Undertake client relationship management duties for assigned existing clients.

Risk and Compliance (5%)

• Identify, manage, mitigate, control, and report risks to the line manager.
• Adhere to policies and procedures that support risk mitigation and control.

Education

• Bachelor’s degree in Business Administration, Marketing, Sales, Public Relations or a related field.
• Minimum of 5 years of experience in a similar role, preferably in the financial services sector.
• Proven track record of achieving sales targets and business growth.
• Excellent knowledge in pension and insurance industry
• Good knowledge of retirement benefits solutions or general investment accounting.
• Proficiency in CRM software and MS Office Suite.
• Ability to conduct market research and analyze data to inform decision-making.
• Excellent organizational and time-management skills.
• Ability to manage risk and ensure compliance with company policies.
• Strong leadership and presentation skills.
• Excellent organizational and effective communication skills.
• Good interpersonal skills and the ability to build and maintain relationships.
• Self-driven, results-oriented with a positive outlook, and a clear focus on high quality and business profit.
• Mature, credible, and comfortable in dealing with senior company executives.
• Reliable, tolerant, and a determined team player.
• Numerate and strategic thinker with the ability to analyze data and inform decision-making.

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