Future Options Consulting Ltd is a HR & Management consultancy firm that was started in 2006 and offers these services: recruitment, headhunting, payroll management & outsourcing, workload audit services.

Our Client, a company that provides a range of investment services, including private wealth management, unit trusts, and fund management. It offers investment solutions for individuals and institutions, with options to invest in various asset classes like money market, fixed income, and equities, aiming to help clients preserve and grow wealth

Key Duties and Responsibilities:

Sales and Business Development

• Drive the acquisition of new Institutional business through preparation, submission and follow-up of competitive proposals (RFPSs) for Pension Fund management and related Retirement services.
• Formulate and contribute to the development and delivery of a successful business development strategy for the Institutional and Retail business.
• Co-ordinate the expansion of distribution channels by engaging established and emerging intermediaries.
• Provide oversight over the implementation of client Financial Literacy trainings and initiatives to achieve the business’ growth objectives.
• Lead the implementation and oversight of all business development strategic initiatives for both the corporate and retail business to aid business acquisition.
• Co-ordinate client relationship management activities for the retention of existing clients (Institutional and Retail)
• Participate in Institutional and Retail product development by maintaining customer insights and market intelligence and periodically reviewing existing pension products to enhance proposition
• Develop relationships with the Institutional portfolio of clients, connecting with key business executives and stakeholders to promote business acquisition and retention
• Continuously review and benchmark our pitch/proposal documents so that they remain relevant and compliant with standards
• Promote up-selling and cross-selling of our products to our clients
• Develop innovative partnerships and distribution channels to increase market penetration.
• Monitor and analyse sales performance, market trends, client needs and competitor activities to provide market intelligence and aid strategic decision making.
• Drive the business development strategy, client growth and retention, and overall supervision of both Institutional and retail divisions.
• Optimizing company sales channels while empowering the teams, e.g. through training, performance appraisals and incentives.

Marketing

• Contribute to the preparation and maintenance of all marketing collateral for our products, including preparing relevant content for website upload and maintenance.
• Introduce the company to prospective clients through electronic and written channels
• Follow through our marketing campaigns with group marketing and communication teams.
• Build relationship and maintain close contact with all market intermediaries (Scheme Administrators, Custodians, Trustees)
• Coordinate the preparation, implementation, and execution of strategic marketing plans in support of the corporate strategy.
• Participate in the selection of corporate gifts and promotions for the institutional clients.
• Lead in logistical preparations for client and business partner engagement forums e.g. Teleka Umbrella Fund AGMs, client breakfasts /dinners, Investment conferences etc.

Client Servicing

• Ensure all clients experience a responsive, efficient and positive service at all times by adhering to agreed timelines and setting realistic client expectations.
• Develop strong customer relationships in order to retain and generate high volume of prospective business
• Respond to all client enquiries/needs/instructions received through calls, walk-ins, email etc.
• Ensure an excellent level of customer service is maintained at all times to all customers.
• Develop creative strategies to receive customer feedback for action and incorporation in the growth plan.

Reporting

• Prepare and present detailed periodic sales reports, forecasts and progress to senior management.
• Follow through and report status of all referral business leads given by management and other sources within the group.
• Monitor and present production figures on a monthly basis to ensure that production is in line with strategic plans
• Report on weekly sales activities and pipelines for all company products.

Relationship management

• Build, maintain and support positive relationships between customers and the company through persuading and or reassuring customers where necessary.
• Build and manage relationships with key distribution channels and Intermediaries to promote product penetration in Banks and related Agencies, Wealth Managers, Financial Planners etc.

Occasional Duties

• Keep abreast with changing customer needs, developments in the local, regional and global financial markets, and international best practise in order to seize opportunities that come with agility.
• Attend training and development initiatives so as to improve competency and job performance.
• Participate in industry forums, client discussions, and conferences as may be delegated by the organization.
• Perform any other duties reasonably requested of the Business Development Manager.
• Ensure the function has the most appropriate people capability through people development and optimized succession planning

Qualifications, Skills and Experience:

• Bachelor’s degree in Marketing, Finance, Accounting or any other related field.
• Details of experience
• At least three (3) years of Business development experience in Fund management or related Financial Services provider.
• Knowledge, skills and competences
• Strong prospecting skills and previous experience in working with Marketing to creating communication plans (emails templates, phone calls etc.), conducting prospecting campaigns.
• Strong sales and networking skills with the ability to generate own pipeline and close sales
• Strong communication and presentation skills including ability to write reports and prepare relevant supporting documentation.
• High level interpersonal and cross-cultural skills, including ability to build alliances and collaborative relationships
• Must be a self-starter, highly organized, and able to work well with people at all levels in the organization
• Strategic thinking and problem-solving skills
• Demonstrable closing ability in winning sales campaigns, closing late stage deals, developing reasons for prospects and overcoming late stage deal obstacles
• Customer-oriented mentality with good business sense.

• Drive the acquisition of new Institutional business through preparation, submission and follow-up of competitive proposals (RFPSs) for Pension Fund management and related Retirement services.
• Formulate and contribute to the development and delivery of a successful business development strategy for the Institutional and Retail business.
• Co-ordinate the expansion of distribution channels by engaging established and emerging intermediaries.
• Provide oversight over the implementation of client Financial Literacy trainings and initiatives to achieve the business’ growth objectives.
• Lead the implementation and oversight of all business development strategic initiatives for both the corporate and retail business to aid business acquisition.
• Co-ordinate client relationship management activities for the retention of existing clients (Institutional and Retail)
• Participate in Institutional and Retail product development by maintaining customer insights and market intelligence and periodically reviewing existing pension products to enhance proposition
• Develop relationships with the Institutional portfolio of clients, connecting with key business executives and stakeholders to promote business acquisition and retention
• Continuously review and benchmark our pitch/proposal documents so that they remain relevant and compliant with standards
• Promote up-selling and cross-selling of our products to our clients
• Develop innovative partnerships and distribution channels to increase market penetration.
• Monitor and analyse sales performance, market trends, client needs and competitor activities to provide market intelligence and aid strategic decision making.
• Drive the business development strategy, client growth and retention, and overall supervision of both Institutional and retail divisions.
• Optimizing company sales channels while empowering the teams, e.g. through training, performance appraisals and incentives.
• Contribute to the preparation and maintenance of all marketing collateral for our products, including preparing relevant content for website upload and maintenance.
• Introduce the company to prospective clients through electronic and written channels
• Follow through our marketing campaigns with group marketing and communication teams.
• Build relationship and maintain close contact with all market intermediaries (Scheme Administrators, Custodians, Trustees)
• Coordinate the preparation, implementation, and execution of strategic marketing plans in support of the corporate strategy.
• Participate in the selection of corporate gifts and promotions for the institutional clients.
• Lead in logistical preparations for client and business partner engagement forums e.g. Teleka Umbrella Fund AGMs, client breakfasts /dinners, Investment conferences etc.
• Ensure all clients experience a responsive, efficient and positive service at all times by adhering to agreed timelines and setting realistic client expectations.
• Develop strong customer relationships in order to retain and generate high volume of prospective business
• Respond to all client enquiries/needs/instructions received through calls, walk-ins, email etc.
• Ensure an excellent level of customer service is maintained at all times to all customers.
• Develop creative strategies to receive customer feedback for action and incorporation in the growth plan.
• Prepare and present detailed periodic sales reports, forecasts and progress to senior management.
• Follow through and report status of all referral business leads given by management and other sources within the group.
• Monitor and present production figures on a monthly basis to ensure that production is in line with strategic plans
• Report on weekly sales activities and pipelines for all company products.
• Build, maintain and support positive relationships between customers and the company through persuading and or reassuring customers where necessary.
• Build and manage relationships with key distribution channels and Intermediaries to promote product penetration in Banks and related Agencies, Wealth Managers, Financial Planners etc.
• Keep abreast with changing customer needs, developments in the local, regional and global financial markets, and international best practise in order to seize opportunities that come with agility.
• Attend training and development initiatives so as to improve competency and job performance.
• Participate in industry forums, client discussions, and conferences as may be delegated by the organization.
• Perform any other duties reasonably requested of the Business Development Manager.
• Ensure the function has the most appropriate people capability through people development and optimized succession planning

• Strong prospecting skills and previous experience in working with Marketing to creating communication plans (emails templates, phone calls etc.), conducting prospecting campaigns.
• Strong sales and networking skills with the ability to generate own pipeline and close sales
• Strong communication and presentation skills including ability to write reports and prepare relevant supporting documentation.
• High level interpersonal and cross-cultural skills, including ability to build alliances and collaborative relationships
• Must be a self-starter, highly organized, and able to work well with people at all levels in the organization
• Strategic thinking and problem-solving skills
• Demonstrable closing ability in winning sales campaigns, closing late stage deals, developing reasons for prospects and overcoming late stage deal obstacles
• Customer-oriented mentality with good business sense.

• Bachelor’s degree in Marketing, Finance, Accounting or any other related field.
• At least three (3) years of Business development experience in Fund management or related Financial Services provider.