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Company: Neptune Investment Management Role Title: Sales Support Location: Hammersmith, West London Remuneration: £27,000 + benefits Term: Permanent Reports to: Head UK Sales
About Neptune Investment Management
Founded in 2002, Neptune is an active management firm with a range of equity and multi-asset funds. Neptune believes diverse sources of investment performance can be found by long-term investors who correctly interpret change in the real world and have the freedom to exploit it. Neptune's independent real world research focuses on questions where interpretational differences are particularly large: paradigm shifts, industry disruption, macroeconomics and company strategies. Find out more at www.neptunefunds.com, or Neptune's latest views and insights go to www.realworldinvestors.com.
Provide timely and appropriate support to assist sales managers in maintaining and developing key relationships.
Assist with diary management and event management for Sales managers.
Regularly communicate to relevant client's fund comments and updates.
Send marketing literature to clients as required.
Ensure updated sales aids are readily available for sales managers.
Ensure that all material required for events are prepared in advance of sales managers requirements.
Assist with follow-ups to meetings / presentations.
Demonstrate organized and effective phone skills on a consistent basis.
Maintenance of CRM database
Ensure all client contact details correctly uploaded and assigned to CRM system
Link all sales manager activities on CRM database (meetings, calls, events etc)
Ensure fields are set up and maintained to capture essential data
Internal – facing aspects of role:
Provide support to the sales team at road shows, seminars and industry events. Raise awareness of events, obtain commitment to attend, engage with clients at events and follow up post event with attendees to obtain feedback and comments
Proactively partner with internal departments such as Marketing, Investor Services, Fund Administration, Compliance & Legal departments to deliver effective service to clients, resolve client queries and ensure sales projects are delivered smoothly
Responsible for accurate record keeping and the follow up of Legal Agreements, RFPs and presentational materials
Recognise and support compliance with regulatory and risk requirements by understanding obligations and impact on role e.g. TCF
Interface with investor services team regarding all administrative issues surrounding dedicated accounts
Ensure that deadlines are adhered to for client reporting and information dissemination to key account contacts
A successful candidate should feel comfortable having conversations with clients that increase the client's knowledge and awareness of Neptune and Neptune products.
Requirements & Experience:
Experience of sales support / Client Relationship Management ideally within Asset Management or Financial Services industry beneficial although not essential
Knowledge of the UK Asset Management industry is highly desirable
Salesforce experience would be highly beneficial
MS Office skills (Word, Excel, PowerPoint)
Strong team player who works effectively in an open, non-hierarchical environment
Ability to prioritise time, work under pressure and meet tight deadlines
Excellent communication skills, both verbal and written
Ability to interface credibly with individuals at all levels of seniority, both externally and internally
Strong client service mentality – understands what constitutes excellent client service
Enthused by building client relationships.
Motivated self-starter with strong work ethic.
IMC would be beneficial, but not essential
Internal Number: 4611758
About Neptune Investment Management
eFinancialCareers is a career site specializing in financial services.