Roles and Responsibilities
Basic Purpose of the Role
- To comply with the requirements of the SCA
- To increase awareness of the companys products and services and ultimately drive revenue.
Key Responsibilities
KRA: Marketing Communication
Weightage:30%
- Creating marketing materials such as presentations to educate potential investors about the benefits of various investment products.
- Providing investment advice and recommendations to potential investors based on their financial goals and risk tolerance
- Building and maintaining relationships with clients and partners to generate new business and drive sales
KRA: Data Analysis
Weightage: 70%
- Analyze market trends and data to create targeted effective investment ideas.
- Combine Market research Industry reports and competitor analysis to make informed decisions and adapt their promotional strategies accordingly
- Conducting market research to identify potential investors/Customers and understand their needs and preferences
- Monitor market trends and developments and adapting marketing strategies as needed to stay competitive.
Competencies
Behavioral Competency
- Analytical thinking
- Client Focus
- Decision making
- Teamwork
Qualifications and Experience
Qualifications & Experience
Accredited Financial Analyst or Master Financial Risk Management or Chartered Financial Analyst
- 3 to 5 years experience in a financial institution or banking into similar role
Interactions:
Internal Interactions
External Interactions
Managing Director and the team
Clients
Remote Work :
No