
Independent Financial Services Leader
4 days ago
Job Overview:
As a Senior Business Development Manager, you will be responsible for leading the sales strategy and driving business growth through our Independent Financial Advisor (IFA) channel.
Key Responsibilities:
- Strategic Planning and Leadership:
- Develop and execute comprehensive sales strategies to drive business expansion and revenue growth.
- Set and monitor sales targets, key performance indicators (KPIs), and budgets for the IFA sales team.
- Identify and capitalize on new business opportunities to expand the IFA network.
- Provide strategic insights and recommendations to senior management for scaling the business.
- Relationship Management:
- Build and nurture strong relationships with IFAs to ensure high engagement and retention.
- Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration.
- Conduct regular meetings, training, and workshops to keep IFAs updated about products and services.
- Sales and Business Development:
- Drive B2B sales by onboarding and activating high-performing IFAs.
- Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment.
- Analyze market trends, competition, and client feedback to identify gaps and opportunities.
- Compliance and Reporting:
- Ensure adherence to regulatory guidelines and organizational policies in all sales activities.
- Prepare and present periodic sales reports, forecasts, and performance analyses to the management.
- Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes.
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