Key duties and responsibilities Business Development & Growth Deliver all business development targets as cascaded by the Senior Officer – Business Development. Drive growth across all CPFAM products by increasing Assets Under Management (AUM), product revenue, client numbers, and client retention within the designated area. Formulate and implement branch-level sales and marketing plans to acquire new clients and expand the existing customer base. Identify, capture, and actively pursue all sales opportunities, including referrals, to maximize business conversion. Sales, Marketing & Distribution Promote and present CPFAM products to prospective clients through face-to-face meetings, telephone engagement, and electronic communication. Develop and expand new distribution channels for CPFAM products to enhance market penetration. Represent CPFAM at meetings, industry events, and trade shows to generate new business leads and strategic contacts. Client Relationship Management Build and maintain strong relationships with clients, partners, professionals, the business community, and relevant government agencies within the area of assignment. Monitor and address clients’ investment needs and provide tailored solutions in line with their objectives. Update clients regularly on portfolio performance through meetings, calls, and written communication. Ensure timely delivery of client statements and other relevant communications. Client On-Boarding & Compliance Ensure smooth and efficient client onboarding by collecting and verifying all required Know Your Customer (KYC) documentation in line with regulatory and internal requirements. Professional Development & Team Support Continuously enhance personal and professional competencies to meet evolving job demands through relevant training and development activities. Support and encourage the development and training of staff and agents within the branch. Other Duties Perform any other duties assigned by the supervisor from time to time. Job Specifications Bachelor’s degree in finance, Accounting, Actuarial, Economics or any other finance related field. At least CISI level 2 qualification CFA and CIFA Students will have an added advantage. At least 2 years’ experience in the Financial Services sector. go to method of application »