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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.
- 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.
We offer a range of wellbeing offerings and discounts on everyday spending. Flexible work options are available under our Versatile Work Practices.
