BUSINESS DEVELOPMENT ASSOCIATE at APA Insurance

Business Growth & Sales

• Drive sales volumes and AUM growth across all asset management products in a systematic and measurable manner.
• Identify, develop, and manage new business opportunities, particularly through IFA networks, DSF teams, and institutional channels.
• Establish and maintain strong client and intermediary relationships, ensuring high levels of client satisfaction and retention.

Training & Capacity Building

• Design and deliver product training programs to enhance knowledge of AAMC’s solutions among DSF teams, IFAs, and other partners.
• Provide ongoing training on sales techniques, client engagement, and market positioning to improve business closure rates.

Marketing & Product Promotion

• Develop and implement targeted marketing strategies to promote AAMC products to diverse client segments.
• Lead the development of marketing materials and contribute to budget planning for promotional activities.
• Create innovative incentive programs for DSF and IFA distribution channels to drive sales and motivate performance.

Market Intelligence & Reporting

• Gather, analyse, and present market intelligence to support strategic decision-making and enhance AAMC’s competitive advantage.
• Provide timely and accurate reports to management on business development initiatives, sales performance, and pipeline progress.
• Maintain and update a comprehensive database of current, prospective, and potential intermediaries for targeted engagement.

Compliance & Risk Management

• Work with compliance teams to monitor product distribution and ensure adherence to regulatory requirements.
• Implement safeguards against mis-selling by ensuring product suitability for various client segments.

Stakeholder Engagement

• Build strategic partnerships with pension fund administrators, trustees, institutional investors, and other key gatekeepers in the industry.
• Represent AAMC in industry events, client forums, and networking opportunities to enhance brand visibility.

• Bachelor’s degree in Finance, Business Administration, Economics, or related field

• Strong interpersonal and relationship management skills.
• Demonstrated ability to sell investment products and promote financial literacy.
• Excellent analytical, research, and presentation skills.
• Entrepreneurial mindset with ability to set up and drive a robust business development structure.
• Strong understanding of customer needs and the ability to align them with appropriate investment solutions.

• CISI Level 1 certification.
• Additional professional qualifications such as CFA, ICIFA, CPA, ACCA, or relevant marketing credentials will be an added advantage.

Minimum of 4 years of relevant experience in financial services, with a proven track record of achieving business development and sales targets.