Institutional Distribution
kaf group- Posted 3 hours ago
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Job Description
Day-to-Day Responsibilities: 2 Vacancies
1. Partner Relationship Management & Engagement
- Act as the dedicated Business Development Manager for assigned IUTA and CUTA partners.
- Pitch new products for onboarding and present campaign opportunities to assigned distributors.
- Execute visitation schedules, briefings, and engagement plans as directed.
- Coordinate logistics, scheduling, and follow-ups for partner engagements.
2. Campaign Management & Marketing
- Manage end-to-end partner campaigns, from initial ideation and execution through to fulfillment, including tracking campaign data and analytics for assigned accounts (excluding Group-wide campaigns).
- Support coordination of marketing activities, briefings, and engagement materials.
- Assist in adapting approved materials for partner use and coordinate with support functions to ensure timely delivery.
3. Enquiry Handling & Operations
- Act as the first point of contact to resolve routine operational and coordination matters promptly.
- Maintain accurate records of engagements and follow-ups, and provide internal updates on engagement status.
- Escalate commercial, complex, or governance-related matters to the appropriate parties to maintain consistent response standards.
Ad-Hoc / As-Needed Responsibilities
4. Partner Onboarding, Due Diligence & Agreements
- Drive the onboarding process for new partners, fulfilling all distribution agreements and onboarding requirements.
- Manage periodic incoming and outgoing due diligence processes with IUTA partners.
- Review and update existing distribution agreements as necessary.
5. Marketing Collateral Development
- Develop presentation decks and marketing collaterals as needed for specific partner
pitches and engagements.
Requirements
We invite applicants who are interested to have a fast paced career in the unit trust industry.
- Nationality: Malaysian citizen.
- Age: 25 - 40 years old.
- Education: A Bachelor's Degree in any discipline.
- Experience: Previous experience working within the financial industry will be considered an added advantage.
Certifications: Candidates who have passed the FIMM FCE/CUTE examination are
preferred.
More Info
Key Skills
Enquiry Handling
Marketing Collateral Development
