Savings & Pensions Executive

Takaud Savings & Pensions

Bahrain

Ref: OP817-15

Job description / Role

Employment: Full Time

The Savings & Pensions Executive has one primary objective: To identify sales and marketing opportunities for new Individual clients using all forms of communication pertinent to the local market, achieving targets set by the business.

- Identify prospective clients and complete the sales process
- Identify Marketing opportunities for Takaud and give periodical updates on the activities to the Sales Manager
- Extensively capitalize on networking activities to promote the Brand
- Actively involved in the entire sales process from lead generation, customer meetings, need analysis, and business closings.
- Finalise sales from leads generated by Relationship Officers
- Responsible for advising the customer on Investment Options.
- Actively Involved in completing all internal related customer administrative work and documentation within time frame
- Submit daily activity report
- Be the outward face of TAKAUD acting at all times with due care, diligence, integrity and ethics.
- Responsible for complying with CBB rules and regulations
- Effectively manage resources to maximise business results.

Requirements

- Master’s Degree in a Finance related subject (no experience required)
- Bachelor’s degree in Marketing, Finance, Banking, Accounting with 3 years’ experience
- Language: English- Well Spoken / Arabic spoken an advantage
- Sales Experience – Preferably Financial Products
- Professional Certificate e.g. CII, CFA

SKILLS:
- Selling Skills
- Team Player
- Knowledge of Financial Markets & Products

About the Company

Takaud Savings and Pensions B.S.C (c) is licensed as an Investment Business Firm (Category 1) by the Central Bank of Bahrain (CBB) and is a closed joint stock company incorporated in the Kingdom of Bahrain.

TAKAUD is 50% owned by Kuwait Projects Company (Holding) K.S.C. (c) (KIPCO) and 50% by United Gulf Bank (UGB) and is part of the KIPCO group of companies. KIPCO is one of the largest diversified holding companies in the MENA region with some 60 Companies in 26 Countries.

Some of the KIPCO group companies you may recognize are Orbit Showtime Network (OSN), United Gulf Bank (UGB), Bahrain Kuwait Insurance Company (BKIC), Gulf Insurance Company (GIC), Burgan Bank, KIPCO Asset Management Company (KAMCO) and Saudi Dairy & foodstuff Company (SADAFCO).

TAKAUD is a specialist savings and pensions provider, the first of its kind in the MENA region. TAKAUD has been established by experts in the field with a wealth of local and international experience making it uniquely positioned to provide local corporate solutions.

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