Business Head

Maintaining Sales Process and Meeting Reports:

- Ensure meticulous upkeep of meeting reports and adherence to the organization's sales process.

- Track and monitor sales activities to optimize performance and accountability.

Driving Profitability and Market Share:

- Focus on enhancing profitability and increasing market share from the sourced Assets Under Management (AUM).

- Implement strategies to grow the business and achieve financial targets.

Managing Channel Partner Relationships:

- Maintain regular and prioritized communication with channel partners (such as financial advisors, brokers, or distributors) to strengthen relationships.

- Work collaboratively to identify opportunities and address challenges, fostering mutual growth.

Educating Distributors and Promoting Products:

- Ensure that channel partners have a comprehensive understanding of the organization's funds and products.

- Coordinate and lead training initiatives, distributor events, fund manager calls, and investor education programs in your region.

Supporting Sales and Providing Market Intelligence:

- Assist channel partners with marketing materials, product information, investment strategies, and market outlook.

- Collaborate with the product and research teams to deliver relevant support and insights to enhance sales efforts.

Collecting Market Intelligence:

- Gather and analyze market intelligence, including competitor activities, investment strategies, engagement efforts, and talent trends.

- Provide insights and recommendations to the management team to support strategic decision-making.

Coordination and Leadership:

- Coordinate activities related to distributor events, training sessions, and other initiatives aimed at enhancing distributor capabilities and client engagement.

- Lead joint calls with prospective investors to promote products and address inquiries.

Sales Support and Strategy Development:

- Collaborate with internal teams to develop and refine sales support materials, investment strategies, and client engagement tactics.

- Contribute to the development of business strategies to capitalize on market opportunities and achieve organizational objective.