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Business Development Manager
2 months ago
Zenith Investment Partners Pty Ltd is a leading investment research and consulting business, specializing in managed funds research, consulting, and investment solutions for financial advisers and their clients. As a Business Development Manager, you will play a crucial role in driving sales growth and client satisfaction for our organization.
Key Responsibilities- Achieve Sales Targets: Meet and exceed personal and business budget outcomes, including new sales initiation and conversion, as well as support client retention for Zenith, Chant West, and FE fundinfo's range of investment and super research solutions.
- Client Relationship Management: Develop and maintain strong working relationships with existing clients, generate leads, and market to our prospect database.
- Sales Planning and Execution: Collaborate with stakeholders to identify new business product and service opportunities from existing and new accounts, develop sales plans, and execute agreed client sales and marketing campaigns.
- Client Database Management: Maintain accurate and up-to-date client records and sales opportunities via our CRM system.
- Industry Knowledge and Reputation: Develop and maintain a strong reputation in our target client segments, with relevant industry knowledge and strengthening long-term strategic relationships.
- Sales Campaigns and Product Sales Plans: Develop highly targeted sales campaigns and product sales plans to drive business growth.
- Client Service and Support: Deliver a strong client service offering from presenting to closing and delivering client sales opportunities.
- Professional Representation: Represent the organization in a professional manner, maintaining high standards of professionalism and integrity in all dealings with clients, suppliers, and staff.
- Experience: A minimum of 5 years of experience in a business development manager role, with strong knowledge in investment management, financial data collection and management, investment structures, and portfolio construction.
- Industry Knowledge: Experience within a data analytics, FinTech, investment research, financial planning, or funds management organization.
- Skills: Excellent written and verbal communication skills, self-driven, and able to work independently.
- Network and Reputation: A broad, current, and credible funds management relationship network, as well as platforms and paraplanning groups.
- Sales Results: Proven sales results, with a strong reputation as a team player with demonstrable client relationship management skills.
- Varied Role: A role that is varied in its responsibilities, welcoming initiative and collaboration with other motivated and experienced professionals.
- Opportunity for Growth: The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally.
- Pleasant Working Climate: A pleasant, ambitious, and professional working climate with good opportunities for further development.
- Culture of Continuous Learning: A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry.
- Eligibility for Bonus and Commission: Eligibility for discretionary bonus and commission.
- Study Leave and Allowance: 4 days study leave per annum and $4,000 p.a. study allowance paid for successful completion of approved courses.
- Wellbeing Offerings and Discounts: A range of wellbeing offerings and discounts on everyday spending.
- Flexible Work Options: Flexible work options under our Versatile Work Practices.
