Summary
Date Posted: Wednesday, September 04, 2019 , Base Salary: Not Disclosed

JOB DETAILS:

The role is to Sale the Sanlam Unit Trust products while enhancing a positive market awareness of Sanlam Investments East Africa (“SIEAL”) as a leading and responsible fund management business in Kenya. .

Job Responsibilities:
• Network and generate leads and opportunities to sell the firm’s Unit Trust Products.
• Proactively identify, establish contact & reach new clients.
• Keep clients appraised of product and service enhancements, including changes in investment options.
• Assess and understand the clients overall financial position and based on their needs develop a suitable investment plan.
• Achieve set targets within the allocated timelines.
• Look after the customer relationship in pre-sales and to post sales to ensure a world class customer experience.
• Conduct investor education to existing, new and future clients.
• Preparation of daily, weekly, monthly sales reports and any other reports that might be required by the Management.
• Comply with all industry rules and regulations.

Job Skills: Not Specified

Job Qualifications: Not Specified

Job Education Requirements: Not Specified

Job Experience Requirements: Not Specified

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Job application procedure
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 

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