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Business Development Manager
2 months ago
Zenith Investment Partners, a leading investment research and consulting business, is seeking a Business Development Manager to drive sales growth and client satisfaction in QLD. As a key member of our team, you will develop and maintain strong relationships with existing clients, generate leads, and market to our prospect database.
Key Responsibilities- Achieve personal and business budget outcomes, including new sales initiation and conversion, client retention, and sales planning and execution across all levels of clients.
- Collaborate across the group, representing the client perspective on group initiatives, sourcing, qualifying, and supporting conversion of client leads for others.
- Develop and maintain a strong reputation in our target client segments, with relevant industry knowledge and strengthening long-term strategic relationships within QLD.
- Initiate and implement sales ideas and plans, including reporting on progress via 90-day planning.
- Play an active role in executing agreed client sales and marketing campaigns.
- Set and maintain high-quality activity levels with clients and other stakeholders.
- Maintain client database (CRM) to ensure rich and current client data is available for all sales and marketing activity.
- Provide relevant market insight and knowledge to our product and service development programme.
- Maintain consistently high standards of professionalism and integrity in all dealings with clients, suppliers, and staff.
- Set an example to others in working as part of a focused team.
- Maintain RG146 compliance.
- Represent the Group in agreed conference and sponsored events.
- Minimum 5 years experience in business development manager role(s), with strong knowledge in investment management, managed account delivery, managed fund research, super, and/or investment consulting.
- Knowledge of financial planning processes, particularly client segmentation and transition.
- Self-driven and able to work independently.
- Excellent written and verbal communication skills.
- Demonstrate a broad, current, and credible adviser relationship network, as well as platforms and paraplanning groups.
- Strong reputation as a team player with demonstrable client relationship management skills and proven sales results.
- Strong experience in sales planning and execution across all levels of clients.
- Opportunity to capture the QLD market.
- Variety in responsibilities and a welcoming environment for initiative and collaboration.
- Chance to make your mark on the success of a fast-paced entrepreneurial company.
- Pleasant, ambitious, and professional working climate with good opportunities for further development.
- Culture of continuous learning and development to ensure brand integrity within the global fund industry.
- Eligibility for discretionary bonus and commission.
- 4 days study leave per annum.
- $4,000 p.a. study allowance paid for successful completion of approved courses.
- Range of wellbeing offerings and discounts on everyday spending.
- Flexible work options under our Versatile Work Practices.
