Job Summary

The Business Development Officer will create and build business relationships. This role will involve proactively calling and meeting prospects and clients, and do presentations as defined or generated.

Essential Functions

• Identify sales opportunity
• Follow leads, prospect, network, develop referrals to close sale
• Maintain an updated sales pipeline
• Effectively maintain a high prospect base as determined by Team Lead.
• Set up and coordinate presentations to prospective clients and educate prospects on the company’s
• Update meeting template on daily basis
• Keep and manage a prospecting diary to effectively schedule client meetings and visits
• Update sales activities on daily basis and submit weekly report as required by Head of Department
• Evaluate costs and revenue of all prospects to effectively manage resources
• Ensure compliance with internal and external rules, policies, and procedures as well as regulatory requirements
• Ensure new clients are processed within scheduled and first payment are received
• Achieve and exceed financial and operational targets
• Other duties as assigned

Competencies

Education and Experience

• A minimum of first degree in marketing
• Requires 3+ years sales experience within the financial services industry
• High energy, solutions oriented with a positive attitude
• Demonstrates knowledge and understanding of current market conditions
• Demonstrates the understanding of different asset classes and how they relate to and interact with each other in various, current market conditions
• Proven ability to be successful with clients and prospects in face-to-face meetings, phone based relationships and via email
• Must have 2+ years driving experience, and possess driving license