Associate Business Development Manager
HybridLondon, England, United Kingdom
Job Summary
Conduct research on prospective clients and build strong relationships with financial advisers and intermediaries. Proactively contact new and existing clients to set up meetings, assist in preparing presentations and financial illustrations, and follow up on events to develop new business opportunities. Manage the sales pipeline by keeping CRM up to date, tracking opportunities through sales stages, and ensuring forecast accuracy. Cross-sell and up-sell products where appropriate while working collegiately with Client Services to manage queries and process investment applications. Deliver against Key Performance Indicators set by the BD Director. Requires demonstrable sales success, strong Excel skills, and confidence in virtual formats. Flexible working arrangements include 2-3 days in the office.
Required Qualifications
- Demonstratable success in a sales/account management environment
- A driven, competitive individual with an ambition and desire to achieve targets
- A confident and strong communicator, familiar and comfortable with a variety of formats such as Teams and Zoom
- Confident with Excel, including pivot tables, data manipulation and analysis and creating Ml packs
- Strong planning and organisational skills
- Sound judgement, adaptability and ability to influence others
- With training and support, an ability to develop an understanding of complex investment products and the needs of investors as well as an appreciation of the tax issues surrounding financial products
- A team player who can demonstrate proactiveness, enthusiasm and a 'can do' attitude
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.