Purpose of the role To develop and execute sales strategies to generate new business, maintain and grow relationships with existing clients, and achieve revenue targets.
Accountabilities - Development and maintenance of relationships with clients, understanding their financial needs and objectives.
- Presentation and pitching of financial products and services to clients, tailored to their requirements.
- Liaison between clients and internal teams, ensuring smooth execution of client requests.
- Stay updated on market trends, financial products, and industry regulations.
- Collaboration with research analysts and other teams to provide clients with insights and market updates.
- Negotiation of terms and agreements with clients to finalise sales transactions.
Director Expectations - To manage a business function, providing significant input to function wide strategic initiatives. Contribut...