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Financial Services Director
1 week ago
Business Development Role:
This role requires a highly motivated individual who can drive business growth through revenue generation and lead acquisition in the stock broking and investment space. The ideal candidate will have a proven track record of success in generating revenue, acquiring new clients, and managing key relationships in a competitive market.
Main Responsibilities:
- Drive the firm's revenue by acquiring new clients and expanding the portfolio of existing clients.
- Sell equity, derivative, mutual funds, and other investment products to clients, understanding their financial goals, risk appetite, and investment preferences.
- Develop and implement strategies to increase trading volumes and improve client engagement.
- Cross-sell and up-sell a variety of financial products and services to clients to maximize revenue per client.
- Generate leads from various sources, including networking, referrals, industry events, digital marketing, and outbound prospecting.
- Maintain a database of prospective clients and effectively follow up to convert them into long-term clients.
- Establish strong, long-term relationships with key clients, providing personalized investment advice and financial planning.
- Regularly engage with clients to ensure satisfaction, retention, and repeat business.
- Resolve client queries, concerns, and issues in a timely and professional manner.
- Monitor client portfolios and suggest strategic adjustments to meet investment goals and optimize returns.
- Track sales performance, report on key metrics, and provide regular updates to senior management.
