- Drive new business development initiatives within assigned target accounts in collaboration with the Regional Head.
- Effectively manage retention efforts and identify upselling opportunities within a designated list of key accounts.
- Conduct regular, structured meetings with the Regional Head to evaluate progress within the target account panel, assess overall performance, and set strategic priorities.
- Serve as the primary point of contact for all product inquiries, participating in ongoing product training to maintain comprehensive knowledge of investment solutions, Discretionary Fund Management (DFM), and platform offerings.
- Manage prospects through the sales pipeline until they are ready to be transferred: Investment Solutions and DFM/Retail Investment Solutions (RIS) opportunities are handed over to the appropriate Relationship Manager (RM) as the lead.
- Adopt a joint BDM/BDA working model with a shared list of clients where the BDA operates as the daily contact and the BDM lead account manager. Agree an ongoing contact strategy with these clients.
- Undertake regular client reviews. Work with BDA on retention / increase penetration / cross-sell of existing accounts.
- Previous experience within a similar position (at least 4+ years)
- A thorough understanding of the Financial Services industry
- Relationship building skills in order to rapidly establish a high level of trust with the clients, both in terms of professional and personal competence and trustworthiness.
- Demonstrate excellent verbal and presentation skills to articulate the value proposition and relevant information clearly and passionately to clients, whether in one-on-one interactions or larger group settings.
- Utilise effective questioning and listening techniques to thoroughly understand the perspectives, views, and emotions of prospective and existing clients.
- Written skills in order to clearly, concisely and convincingly present propositions and relevant information to clients in order to support discussions and agreements made with them.
- Basic salary – up to £90,000
- Bi-Annual Bonus
- PHI
- DIS
- Income Protection
- Pension - 6% ER or 8% ER / 2% EE
- 25 days holiday
- Hybrid working policy
Business Development Manager - Reading, United Kingdom - mbf
Description
Join a leading investment management business at the forefront of innovation and growth. Our client is a renowned name in the industry who specialise in empowering investors to achieve their financial goals through cutting-edge platforms and tailored investment solutions.
This position will lead new business development with an agreed panel of intermediary accounts, across investment solutions, DFM, retirement solution & platform sales.
Position Overview:
We are seeking a dynamic and experienced Business Development Manager to drive the expansion and success of our client. As a key member of the team, you will be responsible for fostering strategic partnerships, identifying new business opportunities, and optimising existing client relationships.
Key Responsibilities:
To be considered you should have:
Why apply:
Opportunity to play a pivotal role in shaping the future of investment platforms and driving meaningful impact for clients.
Competitive compensation package, including base salary, performance-based incentives, and comprehensive benefits.
Access to cutting-edge technology, resources, and support to fuel your success and professional development.
Package