Sales Support Consultant (210002RK) Sales Support Consultant (210002RK) …

AXA IM
in London, United Kingdom
Permanent, Full time
Last application, 14 May 21
/
AXA IM
in London, United Kingdom
Permanent, Full time
Last application, 14 May 21
/
To provide dedicated support to Sales Managers, whilst dealing proactively and reactively with clients from leading Discretionary Managers, Family Offices, Ratings Agencies, UK IFAs, Platforms & Life companies

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
More Jobs Like This
See more jobs
Close
Loading...
Loading...