Eastspring is a global asset manager with Asia at its core. We create a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Eastspring a place where you can Connect, Grow and Succeed.
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JOB SUMMARY
This role performs tasks associated with sales activities of mutual funds and ILP; relationship enhancing and establishment with distributors, clients and PVA.
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KEY ACCOUNTABILITIES
- Assist in implementation and delivery of the mutual funds and ILP sales development plan.
- Deliver Mutual fund sales KPI
- Maintain relationship with distributors by making regular phone calls and company visits.
- Respond timely to the clients’ queries regarding the products
- Manage clients’ calls and appointments effectively for new opportunities.
- Assist in developing in-depth knowledge about business development practices and industry trends.
- Support in Sales Training to the current distributors, competitor analysis and market studies.
- Maintain up-to-date file notes (updated within one week of the latest meetings) on all distributors’ relationships.
- Assist in developing business proposals for new and existing distributors.
- Participate in industry forums, client discussions and conferences as a representative of the organization.
- Manage client relationship database and utilize it to create customer contacts and mailing list.
- Other duties assigned by the Head of BD, such as providing general clerical and sales support, arranging business meetings and appointments, researching and presenting information
QUALIFICATIONS AND EXPERIENCE
- Graduate Degree in Economics, Finance or Marketing.
- 3 - 5 years of experience in financial field is preferable.
- Good sales skills and relationship management skills in the distribution area.
- Proven ability to build and maintain relationships with clients.
- Excellent telephone & computer skills with proficiency in database management and word processing.
- Excellent communication skills in both English & Vietnamese.
Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
