Team Lead, Institutional Sales

Company Name: Express Resource Connect

Job Description:

The role demands in-depth knowledge of financial products, strategic planning, and team leadership to achieve revenue objectives and enhance client satisfaction.

Role Responsibilities

• Identify opportunities and develop relationships with Institutional investors and investment consultants in assigned institutional market channels.
• Contribute to the development and implementation of a sales, marketing and/ or PR strategy for current Coronation Ecosystem offerings
• Consistently enhances the credibility of the organization through its customer interactions
• Leads new business meetings and closes sales to institutional investors and consultants.
• Leverages the organization’s relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.
• Lead sales pitches, client presentations, and negotiations to close deals.
• Ensures channels (physical or digital such as mobile, web, physical branch, human-centered virtual channels etc.) are maintained and operationally available to provide services.
• Educates customers on the digital products and services offered by the coronation.
• Keep up to date with any regulatory or statutory changes and policies that might affect the organisation
• Stays up to date on the new instruments and product types being traded, and new ways to transact instruments
• Keep abreast on the nature and characteristics of investment Instruments and products
• Oversee and guide the performance of the institutional sales team

Job Requirements

• Bachelor’s degree in Business, Finance, or a related field.
• Minimum of 8 years’ experience in institutional sales.
• MBA or CFA certification is an advantage.
• Strong client relationship management skills.
• Advanced knowledge of financial products and services.
• Effective leadership and team management capabilities.
• Must have demonstrated ability to create sales/relationship opportunities with clients, prospects and consultants in assigned market segments.
• Must have excellent sales skills and in-depth product and broad investment knowledge
• Strong communication and presentation skills
• Ability to work well with a variety of people at all levels of the organization
• Demonstrated ability to close business
• General understanding of the financial markets and investment vehicles

Our Benefits

• We offer a wide range of employee benefits including: competitive compensation package, robust rewards package, retirement benefit and tools designed to help you in building a sound financial future and flexible work arrangement.

Job Type: Full-time, Permanent

Job Posted: 2nd April 2025