Product Specialist (Prescient Fund Services)

DUTIES & RESPONSIBILITIES

• Be part of the Client Relationship Management Team
  • be the conduit for all clients interacting and interfacing between operations and the clients.
  • Essential to have knowledge of full product range and service offering, to take responsibility for management of relationships with clients.
  • Scope the requirements, identify the core service and value-added services required, present alongside BD in the pitches, get ops agreement on any specific builds or break out and support the BD function in putting forward the best opportunities / proposals for PFS
  • Efficient handover to Product Solutions acting as a critical part of the BD team in identifying Client required services and any additional scoping needs –
  • Ultimately responsible from supporting the BD initiative until assignment to the PS Manager.
  • Interacting function with other PFS departments in identifying, demonstrating / demo-ing, showcasing and winning new opportunities, including understanding what the core and value-added services required.
  • Maintain a detailed knowledge of the operational environment for the purposes of supporting the qualification and winning of opportunities as they pertain to core and value-added services.

• To engage, assist and run with all new client take ons, handing over to the Operational Product Solutions/ Implementation Team by creating and maintaining core product principle-based checklists with assignment and handover
• Be responsible for any misinterpreted opportunities handed over into operations.
• The Business Development Specialist is a Subject Matter Expert in Prescient Fund Services Group products and services.
• To develop, work on and roll out the project list as directed by the strategic initiatives as directed
• Relationship building internally, able to positively influence all relevant stakeholders.
  • To be responsible for all new prospect and client discussions, to scope, to document and to agree to hand over into the operational environment.
  • Relationship building, have positive relationships with all internal parties, including spreading of positive influence in dealing with the stakeholders
  • Have regular catch ups with the key staff in sharing focus and client strategy.
  • On at least a weekly basis communicate into operations using Salesforce and email communication protocols of worked on opportunities.

REQUIRED QUALIFICATIONS

• Relevant Degree / Honours Degree (Investments, Finance, Commerce) required