Sales Support Consultant (210002RK)

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Job description

Key Accountabilities

• Receive, investigate and respond to incoming calls/emails/website queries from clients.
• Undertake outbound calling for matters such as new/existing client profiling, promotion of AXA IM events and lead generation.
• Participation in external and internal client event planning and organisation. Attendance when required. Client follow up calls post event.
• Ensure all key client data and activity is added to the Salesforce CRM tool to ensure client profiles are accurate and up to date including AML/KYC requirements and documentation.
• Use of market data providers information to provide ad hoc fund performance and comparisons for the sales team.
• Follow-up of literature requests, RFI's & expressions of interest to generate leads for the Sales team
• Act as liaison point for clients with Fund Managers and Product Specialists
• Arrange and host client meetings with Fund Manager meetings in the absence of the Sales Manager
• Work closely with local and global Compliance team to ensure that all marketing material is suitable for its intended audience
• Provide fund performance figures, market updates and competitor analysis on request to clients
• Working with internal Legal team to facilitate the completion of legal agreements
• Involvement with AMC rebate/commercial agreements including set up with Finance team
• Where required produce and analyse data such as fund flows and new client investments to better understand our client's needs, generate sales leads and opportunities
• Ad-hoc project work driven by business requirements

Role Requirements

Experience

• In providing top quality sales support to external clients
• Dealing with direct client contact via calls, emails and events.
• Working in a Wholesale/Retail fund distribution environment
• Various projects and sales/call campaigns
• Previous exposure to the sales process desirable

Knowledge and Skills

• Strong verbal and written communications skills
• General knowledge/interest in the economy and financial events
• General knowledge of compliance and risk
• Systems to include Salesforce, Lipper, Financial Clarity, FAST, SharePoint & all main MS Office products

Competencies

• Excellent team player
• Multi task with the ability to set priorities, manage deadlines and business needs
• Attention to detail

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