Amicorp Group
Website:
amicorp.com
Job details:
SUMMARY
The role requires proven sales experience and is responsible for achieving sales results by demonstrating commercial leadership and management responsibility in increasing overall sales in financial and accounting services, trust and fiduciary services and tax structuring. The role is primarily accountable for increasing overall sales of Amicorp products and services, with specific focus on on India Trust Business that includes administration of alternative investment funds (AIF) and trust administration services, advising family/other trust clients and underlying investors etc. and tax compliance and solutions; undertaking sales activities to generate business and retain both clients and intermediaries; developing and executing an individual sales strategy for growing the Corporate Clients and Private Clients business from existing intermediaries as well identifying and developing new clients and intermediaries as well as drawing up and executing the sales strategy for the market.
PRIMARY DUTIES AND RESPONSIBILITIES
- Develop sales strategy and execute ambitious plans which identify sales opportunities as well as new products and services for identified markets/ clients;
- Develop, expand and maintain multiple, solid relationships with clients and intermediaries (e.g. Law Firms, CPAs, Bankers, UHNIs Family Offices, Trusts etc.);
- Leverage and build relationships, thus developing new opportunities and leads with existing and/or new clients through the network;
- Seek and recognize sales opportunities and position compliant products and services in alignment with trust administration solutions, tax advisors’ solutions and client needs;
- Prepare client proposals and close sales in accordance with policies and guidelines to assure business growth.
- Organize & represent the company at seminars and other industry-related networking events;
- Lead, coordinate & conduct marketing activities and maintain an active and current pipeline of the prospects at all times.
- Adhere to the Amicorp sales discipline with respect to identifying opportunities, recording contacts, maintaining the required number of prospects and closing PLEs on a regular, consistent basis.
- Collaborate with local and international colleagues with respect to all sales activities in order to achieve the Sales targets;
- Ensure clients/ entities are compliant with the local regulations and laws as per specific jurisdiction and services adhere to global statutory/ regulatory guidelines.
- Ensure that individual targets are exceeded/ achieved as well as collaborate and drive the achievement of team targets.
TIME RECORDING:
- Accurately record client billable time and value of service when working on client projects, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients.
- Monitor own productivity and client billing and review productivity and performance against targets. to ensure that individual financial targets and client communication KPIs are met.
- Follow a disciplined approach to submitting timesheets for client work and meet the financial individual and team targets.
PERSONAL AND TEAM TARGETS
- Drive team sales by providing commercial leadership with respect to all sales activities in order to achieve revenue targets for the office, by developing new business opportunities and proactively ensuring closure of prospects.
- Lead by example in achieving/exceeding individual sales targets consistently and increasing the Sales in identified markets.
- Assist colleagues in ensuring productivity and chargeability targets are met, effective monitoring of transactions is done, and help with pricing, invoicing and collection of outstanding fees.
OFFICE PROFITABILITY PERFORMANCE AND GROWTH
- Ensure office profitability and performance aligned with the approved business plan for the office.
- Discuss employee/ office performance reports with Group and Local Management on a monthly basis and take corrective actions for improvement.
- Finalize goals for employees, continuously evaluate performance and take corrective actions to deal with under-performance together with Group Human Resources.
OTHER DUTIES
- Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of the Group, where necessary and required by the Management.
- Undertake such other duties, as may from time to time, be required by the Management or/ and Group Human Resources.
CANDIDATE PROFILE
- Relevant Bachelor’s Degree with solid exposure to Trusts and Fund Administration business,; over 15 years proven Sales experience within trust industry / fund/ the financial/ legal services, fiduciary/ trust industry, covering intermediaries, clients with proven sales success.
- Excellent Corporate and International Tax experience in organizations with international presence, with solid understanding of BEPS, CRS, FATCA, GAAR, ESR.
- Well-informed about current legal issues, regulations, tax and legal developments. Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions.
- Commercial drive and a proven ability to penetrate the required market and ensure closure of sales. Takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
- Exhibits strong leadership, social & interpersonal skills; a positive can-do attitude and creativity.
- Excellent client facing skills. Well-developed spoken and written communication skills and the ability to tailor style to relevant audiences, and successfully liaise with people at different levels. Excellent English language fluency; additional languages preferred.
- Strong analytical and problem solving skills, solution driven, highly organized and detail-orientated with good decision making and time management skills. Independent, hands-on and takes accountability to deliver solutions and results.
- Ability to adapt and work under pressure in a smaller, dynamic local team environment; along with being part of a bigger matrix organization. Proven leadership and team player skills, with ambition to excel in the role.
- Willing to travel within the country and outside the country when required.
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