Wealth ManagementGenerating new business opportunities from both Individuals and Institutions locally and globallyFormulation and review of strategies, targets and plans for Agency sales for the short, medium, and long term.Executing a market intelligence and competitor monitoring framework with a weekly market brief to enable the team to get a view of the competitive advantage held or targeted.• Investment proposals development and pitchbook presentations• Grew the Agency Team five-fold with AUM Mobilized at USD 20M• Preparing and presenting the Alternative Channels Monthly Profitability Report (MPR) to the Management

Private Wealth AdvisoryEquities Investment AdvisoryFixed Income AdvisoryFinancial Planning

To formulate marketing, sales and distribution channels for the company as well as manage the distribution process.-Head the sales & distribution team, alongside other Unit Managers, with each Unit Manager having a unit to manage-Formulate marketing, sales and distribution strategies for the company-Recruit, select, motivate, supervise, train, develop and manage sales teams on company products and policies-Coordinate and supervise sales efforts

Investment AdvisoryLeading Financial AdvisorsMaintaining existing Clients RelationshipProspecting Both Investment & Real Estate clients

Prospecting new investment and real estate clientsCarrying out real estate market research on behalf of clients and determine the suitable investment opportunities to invest in.Providing financial advise to the clientsOffering after sale services to real estate and investment clients

• Email Promotional activities• Devising new social media strategies• Maintenance of Social media accounts and social media content creation• Competitor Review/Market Research• Brand Reputation Management• Search Engine Optimization and articles creation• Building and improvement of web content• Executing marketing strategies• Blog editing

• Prospecting new clients• Developing and implementing trade marketing plan that meets the objective in promotion and brand awareness• Ensuring that brand availability is achieved• Ensuring that the distributor operates within the required level • Ensuring the marketing equipments are well deployed in the outlets• Providing market information and the feedback on customers performance • Convincing the consumers and retailers to purchase Castle brands and increase the brand loyalty• Ensuring that the distributor operates within the required level • Make timely follow-ups on initial contacts, to provide feedback and Progress on issues raised.

Prospecting new clients, marketing research,direct selling, brand awareness and telesales