** Knowledge, experience and qualifications required **
• Bachelor’s degree in business, Finance, Economics, Actuarial Science, or related field.
• Professional qualifications such as CISI, CFA etc. will be an added advantage.
• Minimum 3–5 years’ experience in business development within diaspora sales, diaspora, Relationship management or equivalent.
• Demonstrated track record in acquiring and managing diaspora clients.
• Strong understanding of investments both locally and abroad for empowered negotiation.
**
Sales & Client Acquisition** **
• Identify, prospect, and acquire new retail and corporate BAM Business.
• Generating and converting leads to active clients through digital and relationship channels.
• Present proposals, pitches, webinars and solutions to clients and decision-makers.
• Drive revenue growth by achieving set sales targets and market share expansion.
Relationship Management ****
• Manage a portfolio of diaspora clients, ensuring high engagement and satisfaction.
• Conduct regular portfolio reviews and recommend top-ups or additional products.
• Collaborate with fund managers, operations, and brokers to deliver seamless onboarding and service delivery.
Sales & Revenue growth ****
• Drive growth in Assets Under Management (AUM) and revenue.
• Cross-sell and upsell financial products including unit trusts, pensions, insurance, and offshore investments.
• Deliver against set sales targets, conversion rates, and retention metrics.
• Build partnerships with banks, institutions and other networks to position the company competitively.
Market Analysis & Strategy ****
• Monitor diaspora market trends, competitor activity, and customer needs.
• Provide insights to inform product development and customization for diaspora clients.
• Support development of digital solutions tailored to diaspora engagement.
Compliance & Risk Management **
• Ensure all clients onboarding and transactions comply with regulatory requirements (KYC, AML, FATCA, etc.).
• Maintain accurate and up-to-date client records.