The production and processing of data and management information to support the UK Wholesale distribution team in its sales strategy & Execution while proactively and reactively servicing external client needs
To take primary responsibility for the multiple external and internal data feeds being provided into the Sales team.
Processing and maintenance of data & databases to produce reporting for team and business needs
Analysis of data such as fund flows and new client investment to generate sales leads and opportunities
Full participation of internal and external projects to improve data integrity and production efficience.
Use of Lipper, Trustnet or Morningstar to provide ad hoc fund performance and comparisons for the sales team.
Follow-up of literature requests & expressions of interest to generate leads for the Sales team
External and internal client event planning and organisation. Attendance when required. Client follow up calls post event.
Ensure all key client data and activity is added to the Salesforce CRM tool to ensure client profiles are accurate and up to date.
Act as liaison point for clients with Fund Managers and Product Specialists
Arrange and host client meetings with Fund Manager meetings in the absence of the Sales Manager
Undertake regular outbound calling for matters such as new/existing client profiling, promotion of AXA IM events and lead generation.
Work closely with local and global Compliance team to ensure that all marketing material is suitable for its intended audience
Provide fund performance figures, market updates and competitor analysis on request to clients
Internal liaison with Product Specialist Units and Compliance to ensure that client presentations are completed and available when required
Working with internal Legal team to facilitate the completion of legal agreements
Involvement with AMC rebate/commercial agreements including set up with Finance team
Receive incoming calls from clients via Broker Line
Ad-hoc project work driven by business requirements
Experience and Qualifications
Strong Excel skills
IMC advantageous (desire to complete essential)
Experience in providing top quality sales support to external clients
Previous exposure to the Sales process desirable
Experience of working in a Wholesale/Retail fund distribution environment
Experience in various projects and sales/call campaigns
A general knowledge/interest in the economy and financial events
A general knowledge of compliance and risk
Systems used include Salesforce, Lipper, Financial Clarity, FAST, SharePoint & all main MS Office products
Operating environment and context of the role (any significant factors which make the role particularly challenging e.g. critical time constraints, intense organisational change, exceptional client/market conditions, demanding regulatory conditions, etc.)
Ability to meet tight deadlines essentially
Regulatory & business driven evolutions means any candidate must be adaptable and open to change
Continuingly maintaining a customer centric and actively promoting the customers best interests throughout the business
Internal Number: 4641951
About Axa Investment Managers
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