Sales and Marketing Specialist

Role Objective

To lead high-impact growth initiatives, investor education programs, and strategic partnerships that directly contribute to client acquisition, activation, and AUM growth.

Key Responsibilities

1. Growth & Acquisition Strategy

• Develop and execute data-driven campaigns targeting:
• Retail investors (EIP funnel)
• Corporate accounts
• HNI segments
• Identify and scale high-converting acquisition channels

2. Funds Training & Capability Building

• Lead and deliver structured funds training programs for:
• Internal stakeholders (sales teams, agents)
• External stakeholders (clients, corporate partners, communities)
• Design:
• Modular training programs (Beginner → Advanced)
• Sales enablement training tied to actual fund positioning
• Ensure training outcomes translate into measurable AUM growth

3. Employee Investment Program (EIP) Ownership

• Spearhead the end-to-end execution of EIP (Financial Wellness Programs):
• Program design and structuring
• Client presentations and onboarding
• Coordination with Sales and HR partners
• Ensure EIP sessions convert into:
• Funded accounts
• Recurring investments
• Build EIP as a consistent AUM acquisition channel

4. Partnerships & External Marketing

• Develop partnerships with:
• Corporations (for EIP rollout)
• Communities and organizations
• Distribution partners
• Drive lead generation and investor acquisition through partnerships

5. Events & Activation

• Lead execution of:
• Investor briefings
• HNI pocket sessions
• Affinity Campus and similar initiatives
• Ensure events result in actual investment conversion (not just attendance)

6. Content Strategy & Market Positioning

• Oversee development of high-conversion content aligned with:
• Market conditions
• Fund opportunities
• Sales priorities
• Translate complex financial concepts into actionable investor insights

KPIs

• AUM generated from campaigns, EIP, and partnerships
• Number of EIP programs launched and converted
• Training sessions delivered (internal & external)
• Training-to-investment conversion rate
• Cost per acquisition (CPA)
• Event-to-investor conversion rate

Development Path

• Rotation into:
• Sales strategy and closing exposure
• Product and portfolio positioning
• Progression to:
• Marketing Manager / Growth Lead

Ideal Candidate

• Experience in financial marketing, bancassurance, mutual funds, or UITF space preferred
• Strong presentation and facilitation skills
• Commercial mindset (focused on conversion and revenue)
• Ability to translate market movements into actionable investor strategies

Work Location: In person