This vacancy has been closed.

Closing Date: 17 November 2023
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Retail Investment Specialist  Gaborone
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Job Summary:

The role is responsible for the growth of Bifm Unit Trusts assets under management in line with business strategy, through execution of business development objectives, and achievement of sales targets.

Key Performance Areas:

  • Supervise & drive high performance of Sales Distribution Team in order to meet sales targets.
  • Implement sales initiatives in line with Sales strategy to increase sales and client flows
  • Provide training & support of Sales Team
  • Supervise Team Leaders & Sales Team
  • Pipeline management and business development tracking
  • Periodic reporting on Sales performance
  • Client relationship management
  • Preparation of Quarterly Fact sheets
  • Continuous review and refinement of sales process for improvement and enhanced efficiency
  • Manage & monitor intermediary relationships and performance
  • Management of sales distribution channels in order to meet sales targets and objectives
  • Prepare Sales proposals & conduct client presentations

Qualifications &

  • Business Degree (Financial Planning, Marketing, Business Administration)
  • Professional qualification in sales and/or financial planning would be added advantage

Work Experience

  • At least 5 years of relevant work experience in a Sales environment within the financial services sector.
  • Experience in an asset/investment management environment would be an added advantage.

Skills & Competencies

  • Sales skills
  • Computer literacy (must be conversant in Excel, Word & PowerPoint)
  • Strong communication & presentation skills
  • Interpersonal Skills
  • Ability to network and make connections
  • Strong sense of customer Centricity
  • Strong attention to detail.
  • Self-starter who shows initiative and assumes responsibility for projects.
  • Ability to work with minimal supervision.
  • Team player’ who interacts confidently with management, clients and professional advisors
  • Ability to thrive in a fast-paced environment (added advantage)

The Company offers an attractive remuneration package with benefits in keeping with a large financial organisation.

Note: Communication will be made to shortlisted candidates only.


Closing Date: 17 November 2023