Corporate Sales Director - Investment Solutions

About the role

BMA Investment Advisors is looking for a Corporate Sales Director to lead corporate business development and drive sustainable revenue and AUM growth across its investment solutions. The role expands the corporate and institutional client portfolio through Mutual Funds and Separately Managed Accounts (SMAs), identifies strategic opportunities and builds long-term relationships with corporate decision-makers, finance teams and institutional investors. It also involves leading and managing a team of 10+ sales professionals.

Key responsibilities

• Develop and execute corporate and institutional sales strategies to grow AUM, generate revenue and meet business targets.
• Distribute and mobilise investments across Mutual Funds, SMAs and other investment solutions.
• Identify, prospect and acquire corporate accounts, institutional investors and investment mandates.
• Build relationships with CFOs, finance heads, treasury departments, corporate decision-makers and financial institutions.
• Understand clients' treasury, liquidity, short-term placement and long-term investment needs and recommend suitable solutions.
• Lead business development through direct engagement, presentations, networking and referrals.
• Manage the full institutional sales cycle: prospecting, pitching, proposals, negotiations, account opening, onboarding and retention.
• Lead, supervise and develop the sales team, covering territory and account management and performance monitoring.
• Monitor investment flows, client portfolios, redemptions and market developments to find new business and retain AUM.
• Prepare sales forecasts, pipelines, business development reports and performance updates for senior management.
• Coordinate with Fund Management, Investment, Operations, Compliance and other departments.
• Ensure compliance with SECP regulations, internal policies and compliance requirements.

Required profile

• Bachelor's degree in Business Administration, Finance, Economics or a related discipline; MBA preferred.
• At least 4 years of experience in corporate or institutional sales within financial services focused on asset management.
• Strong commercial acumen, negotiation and communication skills.