Sales Support Consultant (210002RK) Sales Support Consultant (210002RK) …

in London, United Kingdom
Permanent, Full time
Last application, 12 Jun 21
in London, United Kingdom
Permanent, Full time
Last application, 12 Jun 21
To provide dedicated support to Sales Managers, whilst dealing proactively and reactively with clients from leading Discretionary Managers, Family Offices, Ratings Agencies, UK IFAs, Platforms & Life companies

Key Accountabilities 

  • Receive, investigate and respond to incoming calls/emails/website queries from clients.
  • Undertake outbound calling for matters such as new/existing client profiling, promotion of AXA IM events and lead generation.
  • Participation in external and internal client event planning and organisation. Attendance when required. Client follow up calls post event.
  • Ensure all key client data and activity is added to the Salesforce CRM tool to ensure client profiles are accurate and up to date including AML/KYC requirements and documentation.
  • Use of market data providers information to provide ad hoc fund performance and comparisons for the sales team.
  • Follow-up of literature requests, RFI’s & expressions of interest to generate leads for the Sales team
  • Act as liaison point for clients with Fund Managers and Product Specialists
  • Arrange and host client meetings with Fund Manager meetings in the absence of the Sales Manager
  • Work closely with local and global Compliance team to ensure that all marketing material is suitable for its intended audience
  • Provide fund performance figures, market updates and competitor analysis on request to clients
  • Working with internal Legal team to facilitate the completion of legal agreements
  • Involvement with AMC rebate/commercial agreements including set up with Finance team
  • Where required produce and analyse data such as fund flows and new client investments to better understand our client’s needs, generate sales leads and opportunities
  • Ad-hoc project work driven by business requirements


Role Requirements


  • In providing top quality sales support to external clients
  • Dealing with direct client contact via calls, emails and events.
  • Working in a Wholesale/Retail fund distribution environment
  • Various projects and sales/call campaigns
  • Previous exposure to the sales process desirable

Knowledge and Skills

  • Strong verbal and written communications skills
  • General knowledge/interest in the economy and financial events
  • General knowledge of compliance and risk
  • Systems to include Salesforce, Lipper, Financial Clarity, FAST, SharePoint & all main MS Office products


  • Excellent team player
  • Multi task with the ability to set priorities, manage deadlines and business needs
  • Attention to detail
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