Business Development Manager, Retail Business at Fidelity · Ghana

The Business Development Manager (Fidelity Securities Limited), Retail Business will be responsible for product development account management of retail clients and developing of new business. In addition, the Manager will be responsible for organizing AGMs and ensures that all statutory requirements are met.

Job Duties:

• Aggressively grow the Retail Portfolio

• Prepare a training plan for team members

• Organize market storms to create awareness of the products

• Organize AGMs for all products

• Ensures that all stakeholders receive their reports promptly

• Responsible for customer account and relationship management for key client segments;

• Responsible for client prospecting, acquisition and retention

• Responsible for the design and roll out of new products

• Plan and carry out marketing activities for investment products;

• Understanding the needs of the end customer and provide appropriate financial solutions;

• Identify new business development opportunities.

• Generate and monitor pipeline of investment opportunities;

• Providing investment thought leadership across a wide range of asset classes;

• Preparing fund management proposals and making presentations to potential and existing clients;

• Responsible for sales activity planning, including reviewing existing customers files to identify sales opportunities;

• All other duties as may be assigned by the Head, FSL

Job Requirements/Skill Set:

• Be licensed by the Securities and Exchange Commission as an investment adviser

• Has a minimum of a Bachelor’s degree in Banking, Investment management, Economics, Accounting or finance related field

• Should have successfully completed the Ghana Stock Exchange exams

• Has over 5years experience in the Fund Management Industry

• Strong analytical/evaluation skills gained in investment management; preferably from on-the-job experience and exposure of a front office role;

• Must be organized and a quick thinker,

• Must have good relationship-building skills and be a team player;

• Knowledge regarding the various asset classes and its pricing

• Good writing and presentation skills;