Sales Support - ESG Sales Support - ESG …

William Blake Consulting Ltd
in London, England, United Kingdom
Permanent, Full time
Last application, 19 Jun 19
£40,000 - £50,000
William Blake Consulting Ltd
in London, England, United Kingdom
Permanent, Full time
Last application, 19 Jun 19
£40,000 - £50,000
My client, a boutique ESG investment management organisation, are looking to hire a sales support professional to join their institutional and charities sales team.

Main Responsibilities:

  • Play a key role in managing customer leads and prospects. Identify potential new prospects in line with strategy through client contact and relationship management;
  • Identify and generate opportunities to secure new business and clients through prospects;
  • Lead role in drafting and production of due diligence and RFP responses to secure invitations to pitch or service existing clients;
  • Support the broader team to leverage existing client relationships and provide leads to the BDMs to acquire new business;
  • Manage the events program with the BDMs, including invitations, presentation production and post event feedback;
  • Work with the wider teams, to obtain the appropriate information and data management to achieve the objective of excellent customer service and support
  • Capture client data and information into the CRM system, drive leads through ongoing contact and supporting communication plans;
  • Provide and respond to customer feedback to enhance proposition and client acquisition process.
  • Build strong relationships for the team by providing first class service to both external and internal customers.
     

Qualifications & Experience

  • 2 - 3 years working in a similar role within investment management;
  • Ideally the IMC qualification;
  • Good sales skills, including building and supporting sale pipeline;
  • Strong written and verbal communication skills;
  • Strong understanding of investment management;
  • Understanding of regulation of financial promotions and TCF
  • Report writing with illustrative PowerPoint skills
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