New Business Lead and Client Retention Consultant - Momentum Securities at Momentum

Role Purpose    

• The purpose of the  New business lead consultant role is to support the growth and acquisition strategy by  focusing on sourcing clinets and ensuring client

Requirements    
Qualifications:

• Grade 12
• Bcom related degree
• JSE Traders exam ( added advantage)

   Experience:

• 3-5 years financial services industry experience and in a similar role.
• Experience in marketing financial products to the momentum brokers channels or related.
• Experience/qualifications
• Experience in marketing financial products to the momentum brokers channels or related.
• Network of contacts in the channels.
• Willingness to study towards JSE traders exam to familiarize with the market.
• Minimum 1-2 years in the industry

Duties & Responsibilities    

• New business lead
• Drive a new business acquisition strategy amongst MFP et al channels, to market the MS offering.
• Drive a new business strategy amongst independent (not Momentum) brokers to introduce the MS offering.
• Drive a new business strategy for direct, high net worth clients.
• Usage of platforms such as LinkedIn.
• Co-ordinate client proposals.
• Guide on-boarding of new clients.
• New account opening admin.
• Source of new clients.

Competencies    

• Seizing opportunities : Identifies business opportunities; creates additional sales for future growth; wants to win and outperform competitors.
• Interacting with people : Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.
• Generating ideas : Is creative in producing ideas; assumes an original approach when generating ideas; adopts radical solutions.
• Examining Information : Analyses and processes information; asks probing questions; strives to find solutions to problems.
• Articulating information : Is articulate in giving presentations; is eloquent and explains things well; projects social confidence when articulating information.
• Convincing people : Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others.