Description:

Job Purpose
The Senior Relationship Officer – Investment, will oversee all Company sales and marketing policies, objectives and initiatives. Collaborate with the vendors to plan, develop and execute a solid business plan which covers customers, partners, sales enablement for partners, competitive selling, managing complex deals and helping to grow the business across a wide portfolio of products. Work closely with the CEO to set short- and long-term sales strategies and evaluate the effectiveness of current sales programs. Enhancing relationships with various clients and counterparties to ensure efficient client servicing and business flows.

Summary of Key Responsibilities;

• Define sales, channel and go-to-market for Investment products assigned which are aligned to our vendors.
• Identify, recruit and enable channel and solutions partners; conduct regular solutions and sales updates, etc.
• Conduct Marketing and research analysis to assess competitor strategies, assess areas of growth in the business
• Define sales, channel and go-to-market for products assigned which are aligned to our vendors.
• Identify, recruit and enable channel and solutions partners; conduct regular solutions and sales updates, etc.
• Initial and conduct joint account planning sessions with partners; plan and execute joint end users demand generation activities with partners.
• Initial and conduct joint account planning sessions with partners; plan and execute joint end users demand generation activities with partners.
• Build a strong base of end-user networks for business opportunities and requirement
• Engage the Vendor to develop the annual marketing plan inclusive of the social media plan
• Reviewing and monitoring the implementation of the marketing strategy
• Be the sales champion for assigned product solutions among selected high-touch accounts; establish a sales development plan targeting business and technical decision makers; plan and execute quarterly target account activities.
• Build a strong base of end-user networks for business opportunities and requirements.
• Formulating the Marketing budget and strategically analyzing which activities will be most effective in collaboration with advertising agencies.
• Provide oversight over the social media management and interact with internal and external partners to develop relevant messaging and content
• Engage Financial and other Institutions for possible partnerships and distribution channels.
• Ensuring that clients are satisfied with our products and identifying opportunities for cross-selling
• Supports training program to build the capacity of business development across the division
• Develop and cultivate relationships with technical specialists, subject-matter experts, and professional writers to contribute to technical solution designs, reviews, and analyses of proposals and business development strategies within the practice

Required Skills and Competencies

• Excellent writing skills, including the ability to write under pressure and adhere to tight deadlines.
• Strong research skills including the ability to efficiently gather, compile and synthesize relevant information.
• Ability to work collaboratively on cross-functional and diverse proposal teams.
• Must be able to multi-task/meet the demands of an unpredictable schedule of assignments and competing priorities.
• Strong interpersonal skills and communication skills

Primary Areas of Accountability: