Reporting to the business development manager-partnerships, the role holder will drive growth of CIC Asset Management Limited retail and institutional business through non-tied distribution channels, including Independent Financial Advisors (SAO, ME & OLA) and other third-party agents. The role ensures effective onboarding, training, and performance driven and tracking to enhance SAO, ME & OLA contribution to total Assets Under Management
- Recruitment and Onboarding: Lead the identification, recruitment, vetting, and onboarding of Independent Financial Advisors (SAO, ME & OLAs), internal agents, and other third-party distribution partners to expand the retail network.
- Performance Management: Achieve sustained AUM growth and improved client and business retention from the SAO, ME & OLA network by segmenting advisors by productivity tier, closing performance gaps through targeted, measurable support interventions, and strengthening advisor practices that reduce client attrition.
- Compliance & Governance Oversight: Work closely with the Compliance and Risk teams to ensure that all agents operate within regulatory guidelines and internal policies, including timely licensing and renewal with CMA.
- Training & Capacity Building: Design and deliver ongoing product, process, compliance, and sales training programs to enhance advisor knowledge, confidence, and sales effectiveness.
- Sales Enablement: Coordinate with marketing and digital teams to distribute marketing collaterals, digital content, pitch decks, and sales kits customized for various audiences.
- Commission Processing Support: Work with operations and finance teams to facilitate timely calculation, reconciliation, and payment of commissions to SAO, ME & OLAs.
- Meeting & Presentation Support: Provide logistical and presentation support to SAO, ME & OLAs, including preparation of customized decks and data insights for client meetings and forums.
- Market Penetration Strategy: Track regional SAO, ME & OLA penetration and retail uptake trends, and develop market activation strategies targeting underrepresented counties or customer segments.
- Campaign Execution: Collaborate with the business development, product, and marketing teams to plan and roll out thematic campaigns, incentive programs, and client acquisition drives through the SAO, ME & OLA network.
- Technology Adoption: Champion the use of CICAM digital tools and platforms (e.g., CIC Invest App, Web Portal, reporting dashboards) by agents to enhance efficiency, transparency, and client servicing.
- Relationship Management: Build and maintain strong working relationships with SAO, ME & OLAs; provide regular updates, resolve operational issues, and gather market feedback to improve agent experience.
- Reporting and Analytics:
- Track and report key performance indicators (KPIs) including SAO, ME & OLA sales performance, activity levels, campaign outcomes, and commission trends for internal business reviews and strategy alignment.
- Event Coordination:
- Support the planning and execution of SAO, ME & OLA forums, recognition events, product launches, and webinars aimed at deepening engagement and motivation across the agent ecosystem.
Essential Knowledge/Skills and Experience Required:
- Bachelor's degree in Business, Finance, Actuarial science, or related field;
- Master's degree or professional certification (ICFA, CISI) is an added advantage.
- 5+ years of experience in business development, financial services, fintech partnerships, or distribution management.
- Proven track record of building and growing B2B2C partnerships or sales networks in financial services.