【投信営業・プレゼンター】リテール営業担当　西日本在住の求人詳細情報｜社名非公開：国内トップクラスの規模を誇る資産運用会社

想定年収: 800万～900万円
仕事内容: POSITION PURPOSE
・ Sales Consultant, previously known as Relationship Management Associate (RMA) – partners with Relationship Managers (RM) in a specific business, including to support prospective sales / cross-sell opportunities for new business, ensure profitability of new and existing client relationships, act as an escalation point both to the client and internally for any service - delivery issues, breaches, or opportunities.
・ Potential to be a RM in institutional

PRINCIPAL RESPONSIBILITIES
■ Collaborates with Global Client Operations and related shared service team to ensure the quality of our account management functionality to clients.
・ Preparation for quarterly client review meetings, including kit delivery and briefing note production.
・ Responds to client and sales meeting follow ups, within 24 hrs – chase up with other departments or via client operation’s manager where required.
・ Follow up on specific sales leads as directed by the RM.
・ Attend internal account coordination meetings.
■ Develop new business partnering RM, Portfolio Specialists, Solution Strategist, Product group and Marketing.
・ Proactively communicate with clients and prospects on relevant issues related to their business.
・ Key Account Management – research key accounts and provide suggestions on further developing the relationship.
・ Marketing – Facilitate competitor analysis and ad-hoc initiatives, share knowledge of market trends and best practice.
・ Investment – build through understanding of key strategies and build relationship with investment team. Portfolio Specialists are the gate for each strategy.
・ Product group – need to be collaborative on product strategy, capacity, fee negotiation and new fund launches.
・ Industry – proactively read reports, news bulletins and share relevant information.
■ Execute Japan institutional client business across a wide product and services portfolio on a regional and/or global basis, engaging the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards. Applies considerable latitude in determining optimal approach to meet the needs of T. Rowe Price and the client.
必要経験: ・Bachelor's degree or the equivalent combination of education and relevant experience AND 3+ years of total relevant work experience
・ Experience from a sales or client service in financial industry
・ Commercially minded
・ Able to think quickly, tactful, diplomatic
・ Business Language Skills for both Japanese and English

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