Purpose of the role To develop and execute sales strategies to generate new business, maintain and grow relationships with existing clients, and achieve revenue targets. Accountabilities
Development and maintenance of relationships with clients, understanding their financial needs and objectives. Presentation and pitching of financial products and services to clients, tailored to their requirements. Liaison between clients and internal teams, ensuring smooth execution of client requests. Stay updated on market trends, financial products, and industry regulations. Collaboration with research analysts and other teams to provide clients with insights and market updates. Negotiation of terms and agreements with clients to finalise sales transactions.
Director Expectations
To manage a business function, providing significant input to function wide strategic initiatives. Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple compl...