Solely responsible for identifying opportunities and developing relationships with various Institutional such as government agency, oil company and investment consultants in assigned institutional market channels.
Responsible for Purpose’s sales to Institutional investors, including family offices, foundations government agency, and variety of identified organizations.
Responsible for setting the team’s strategy, building out a high-impact team and work with an existing portfolio of institutional relationships.
Job Responsibilities
Identification and cultivation of institutional sales prospects or clients, as well as initiation of and follow up on new business opportunities.
Lead new business meetings and close sales with institutional investors and consultants.
Leverage on the organization’s relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.
Act as a liaison officer to the investment management groups to ensure active and enthusiastic support of the sales and marketing process.
Collaborates with marketing team on product and sales materials to ensure they are current and focused for the applicable presentation, conference, or opportunity.
Works closely with go-to-market members to further develop sales opportunities.
Responsible for identifying and knowing all clients and prospects; listen to and understand all clients’ feedback and challenges; prioritize client segments and specific clients.
Build and lead client coverage approach, as well as manage all relationships with priority institutional clients and prospects, delegating where appropriate to junior team.
Responsible for revenue growth.
As a brand ambassador: Represent Purpose’s mission; communicate the organizations’ story with stakeholders with passion and authenticity; consider and help refine branding for institutional audience while being a role model for consistent professional behavior and living the organizational values .
Own the sales plan: Create regional sales forecasts, related targets, an anticipatory, proactive and responsive data driven sales plan and also deliver on ambitious sales target, ensuring capabilities and resources to deliver.
Product Innovation: Support products development by working with clients and the product team to create the products clients desire. Also responsible for amending existing retail products for institutional market where appropriate.
Support marketing: Contribute to overall marketing strategy and constantly communicate feedbacks gotten from clients and the market to the team.
Build Coverage Approach: Contribute to guiding purpose by being a part of the leadership team that actively participate in business decisions to enhance the overall performance of the firm.
Drive efficiency: Improvement of processes to enhance productivity by ensuring tight integration across teams within purpose; analyze and report.