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Business Development Manager
2 months ago
Zenith Investment Partners Pty Ltd is a leading investment research and consulting business, specialising in managed funds research, consulting, and investment solutions for financial advisers and their clients.
We are seeking a highly motivated and experienced Business Development Manager to join our team. As a key member of our sales team, you will be responsible for increasing sales growth and client satisfaction for Zenith.
Key Responsibilities- Develop and maintain professional and strong working relationships with our existing clients and be proficient in generating leads and marketing to our prospect database.
- Actively collaborate across the group, representing the client perspective on group initiatives, sourcing, qualifying, and supporting conversion of client leads for others.
- Work closely with other stakeholders in the office to identify new business product and service opportunities from existing and new accounts through accurate sales planning.
- Actively maintain all client records and personal sales opportunities via the group's CRM.
- Develop and maintain a strong reputation in our target client segments, with relevant industry knowledge and strengthening long-term strategic relationships.
- Developing a strong understanding and awareness of the Zenith's group proposition to create highly targeted sales campaigns and product sales plans.
- Initiate and implement sales ideas and plans (including developing and tracking quarterly sales plans).
- Play an active role in executing agreed client sales and marketing campaigns.
- Set and maintain highly quality activity levels with clients and other stakeholders.
- Actively maintain client database (Salesforce) to ensure rich and current client data is available for all sales and marketing activity.
- Actively provide relevant market insight and knowledge to our product and service development program.
- Focus on solution-based selling primarily into Fund Managers and financial technology providers.
- Maximising new business opportunities in existing accounts through close client contact & strategic new business campaigns.
- Delivery of a strong client service offering from presenting to closing and delivering the client sales opportunities.
- Maintain consistently high standards of professionalism and integrity in all dealings with clients, suppliers, and staff (directly supporting the Group's brand and values).
- Set an appropriate example to others in working as part of a focused team.
- Maintain RG146 compliance.
- Professional representation of the Group in agreed conference and sponsored events (including organisational support) and its potential uses in the Australian/Asian markets.
- A minimum of 5 years experience in business development manager role(s), with strong knowledge in investment management, financial data collection and management, investment structures and portfolio construction.
- Ideal experience within a data analytics, Fin Tech, investment research, financial planning, or a funds management organisation.
- Self-driven and able to work independently.
- Excellent written and verbal communication skills.
- A broad, current, and credible funds management relationship network as well as platforms and paraplanning groups.
- A 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, including developing client collaboration initiatives, presentation delivery, price negotiation (as required).
Zenith Investment Partners Pty Ltd is a fast-paced entrepreneurial company that is growing rapidly internationally. We offer a pleasant, ambitious, and professional working climate with good opportunities for further development.
We are committed to fostering an environment that welcomes individual perspectives, backgrounds, and life experiences. Eligibility of discretionary bonus and commission, 4 days study leave per annum, $4,000 p.a. study allowance paid for successful completion of approved courses, a range of wellbeing offerings, and discounts on everyday spending are just a few of the benefits we offer.
