Channels Sales Executive

Job Description
• Responsible for customer/business prospecting/conversion.
• Responsible for attending, assisting, and presenting at promotional activities and marketing events such as tradeshows and campaigns.
• Recruit and onboard new clients.
• Reviewing, analyzing, and entering client information and transactions into multiple systems.
• Respond to client inquiries in a timely, accurate and professional manner.
• Participate in developing, maintaining and ensuring the associated Procedures and Controls around Income processing are carried out according to policies in order to satisfy all audits and minimize any and all risk.
• Relationship management of existing clients whilst ensuring reactivation of dormant relationships.
• Analyze market trends and accordingly develop sales plans to increase product awareness.
• Educate clients about CSL products and complimentary services offered.

• Stay current with the latest developments in the financial services industry and competitor activities.
• Communicate up-to-date information about new products and enhancements to clients.
• Develop process improvements to optimize client management activities.
• Ensure all KYC requirements are duly submitted.
• Open a stipulated number of accounts monthly.
• Generate stipulated AUM monthly.
• Generate stipulated revenue monthly.
• A bachelor’s degree in accounting, marketing or finance.
• A Second Degree and/or Completion of Relevant Professional Certification will be an added advantage

Skills, Knowledge and Experience Required:
• Good knowledge of Microsoft Office suites.
• Demonstrated ability to multitask and prioritize.
• Excellent time management, customer-focused and oriented.
• Advanced problem-solving and analysis skills.
• Superior oral and written communication skills.
• Strong work ethic and willingness to take initiative.