Sanlam Investments Client Relationship Supervisor Kenya Jobs

Key Duties and Responsibilities


The Client Relationship Supervisor – Unit Trust will report to the Head of Business Development & Client Services and will be responsible for the following key deliverables:

  • Formulate and implement the unit trust sales team strategy.
  • Mentoring, training and development of Unit Trust sales teams and agents
  • Participate in the recruitment and retention of sales teams and agents
  • Monitoring sales team productivity while aiming to inspire improved performance and ensure targets are met.
  • Proactively identify, establish contact & ensure growth of the Unit Trust business and promote unit trust products (money market, dividend plus and balanced funds)
  • Negotiate the terms of agreement and close sales to potential clients
  • Provide investment advice to existing and potential clients.
  • Look after the customer relationship in pre-sales and to post sales
    Conduct investor education to existing, new and future clients.
  • Presentation of consolidated sales reports and any other reports that might be required by the Management.

    Minimum Qualifications, Experience and Skills

  • Business degree preferably in (Economics, Finance,)
  • At least 4 years’ sales experience in the financial services industry
  • Good understanding of the Collective Investment Schemes regulatory requirements.
  • Excellent planning,
    organizing analytical skills
  • Ability to establish trust and communicate succinctly
  • Ability to make presentation to both individuals & and groups
  • Sales and negotiation skills
  • Strong team player, Result driven, honest and reliable
  • Excellent reporting and presentation skills
  • Be well informed of the financial market
  • Confident and ability to work in a multi-cultural environment.

    Method of Application

    Interested and suitably qualified candidates should forward their applications in PDF Format via email clearly quoting the job title in the subject area.

    The application should include a cover letter, detailed curriculum vitae indicating telephone contacts, mail address, names and contacts of three (3) referees and current remuneration to email address: recruitment@sanlameastafrica.com to reach us by 30th June 2018.

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