Sales Strategy & Execution
Develop and execute the institutional sales plan in line with overall business objectives and targets.
Identify new institutional business opportunities and pursue them to conversion.
Lead the preparation of proposals investment presentations and bids to institutional clients.
Ensure alignment of sales activities with product strategy and investment capabilities.
Client Relationship Management
Maintain and grow relationships with key institutional clients and prospects.
Understand client mandates and deliver customized investment solutions that address their portfolio requirements.
Provide ongoing service including investment performance updates portfolio reviews and responses to client queries.
Team Leadership
Provide direction coaching and performance management to institutional sales team members.
Foster a results-driven culture and ensure team targets are met or exceeded.
Lead training and development initiatives for team members to enhance technical and client service skills.
Stakeholder Engagement
Interface with internal teams such as Investment Product Operations Legal and Compliance to ensure seamless client onboarding and service.
Represent the firm at industry events and maintain relationships with regulators trustees and consultants.
Sales Reporting & Compliance
Monitor and report institutional sales pipeline performance metrics and AUM growth.
Ensure all sales activities are conducted in compliance with internal policies and regulatory requirements.
Coordinate with Compliance to ensure that sales materials and client engagements adhere to guidelines
FSDH Holding Company Limited is a non-operating holding company focused on providing progressive financial services in Nigeria. Our subsidiaries include; FSDH Asset Management, FSDH Capital, FSDH Merchant Bank and Pensions Alliance Limited (PAL).Maintaining our reputation as providers ... View more