- DFM/MPS solutions sales
- Client contact
- Relationship Management
- Foster an in-depth grasp of the company and its investment offerings.
- Perform investigations into potential clients.
- Enhance fundraising efforts by actively reaching out, scheduling meetings, and making calls.
- Oversee the sales pipeline and consistently update the CRM.
- Attain agreed-upon targets within specified timeframes.
- Collaborate closely with the sales and marketing team
- Participate in roadshows and events alongside the BD team, representing the business effectively.
- Deliver an exceptional standard of customer service.
- Effectively handle your workload with efficiency
- Experience working with and distributing via IFAs, Wealth Managers alike.
- 2+ years of business development experience.
- Ability to build and maintain relationships with clients.
- Proven track record in obtaining desired results and achieving targets.
- Results-driven and enthusiastic manner.
- Ability to manage own time.
- Demonstrate excellent communication and interpersonal skills with colleagues and clients.