Job: Sales Support

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Title Sales Support
Salary Competitive Package
Location London
Job Information

Responsibilities
• Sales
o Manage and respond to client enquiries
o Co-ordinate and customize investment commentary and thought pieces to send to client and business prospects
o Build and maintain relationships with clients, sales colleagues globally and affiliates
o Maintain sales activity and contact data on CRM
o Create sales reports in Excel to monitor sales per account v target
o Assist with meeting preparation – reports and materials
o Provide client service support by distributing factsheets, presentations, RFP’s etc. to clients
o Use Morningstar to access live data and generate competitor analysis
o Work with internal teams to organize roadshows, conference calls and all support materials
o Assist in follow-up process post client meeting
• Client Operations
o Manage process for quarterly trailer fee and rebates for clients
o Deal with basic operational queries and respond to relevant ‘UK Info’ questions
o Liaise with internal support teams on queries (Finance, Legal, Compliance, Marketing Investment)
• Business Management
o Be fully conversant with market trends, competitor products, charging structures, etc.
o Responsible for the on-going maintenance of profiles and overviews
o CRM champion within the team
o Preparation of management reports to reflect new business effort

Person specification
• Degree educated or equivalent combination of education and experience.
• Professional qualifications (IMC or similar)
• Numerate with strong attention to detail
• Experienced with Client Relationship Management Systems and strong skills in Excel
• Experience in Asset Management Industry
• Strong written and communication skills

Apply Now

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