Business Development

1. Job purpose:
Support Manager in developing sales initiatives for local fund products, in order to achieve fund-raising targets, and increase investor base and AUM; to plan and execute sales & marketing plans to drive the growth of ETFs, ILP, OEFs by identifying and creating opportunities for the company to attract new distribution partnerships and investors.
2. Main Duties
• Sales
• Create and maintain relationship management with institutional clients through direct meetings and emails.
• Works well with others inside and outside the company, at different levels of seniority.
• Conduct regular meetings with clients, conduct coaching/training programs for partners, agencies and clients as requested.
• Achieve sales target.
• Marketing:
- Prepare marketing materials for local fund products.
- Coordinate with clients in marketing planning and activities, organizing seminars and events.
- Contact vendors at assigned area to manage marketing plan and activities of vendor.
• Fund data research
- Conduct research reports for the onshore and offshore fund market data.
- Collect & analyze information regarding competitive products, AUM volatility over time, investor behavior and market trends from multiple sources to provide insights and develop new strategies for business development.
• Business Development:
- Analyze and develop new products with related depts;
- Support other depts on launching new products;
- Relationship with banks, securities companies, and insurance companies.
- Other tasks requested by team leader;