Superb opportunity to join a Genuinely Market Leading (and recognised) Investment Management specialist based in Central London.
The Retail Sales team works predominantly with Financial Advisers (IFA's) and Financial Planning firms across the UK. The role is very relationship-led and involves building new relationships while developing existing ones. BDMs engage with advisers across telephone, Microsoft Teams, face-to-face meetings, presentations and industry events. They are responsible for identifying opportunities, developing adviser relationships, building and converting pipeline and taking ownership of the development of their region.
It is therefore much broader than simply making outbound calls; BDMs will develop into credible, knowledgeable salespeople who can build long-term professional relationships with Financial Advisers.
Key Responsibilities: • Build strong relationships with a network of Financial Advisers. • Prospect to identify new business opportunities. • Predominantly telephone-based sales activity to open new accounts and grow fundraising from existing supporters. • Cold Calling / Warm Calling, following up on marketing leads, and attending industry events. • Scheduling meetings for your Senior BDM (Telephone/Zoom/Face to Face) • Deliver exceptional customer service. • Keep CRM system (Salesforce) up to date with all activity and pipeline. • Use data to improve productivity and guide activities. • Keeping up to date with market regulations and product knowledge • Deliver on quarterly/ annual performance objectives set by management.
Commitment to Professional Development: • Fully engage with all internal training. • Build a personal development plan with manager and evidence progress towards developmental goals. • Sit a professional qualification within the first 12 months of joining. • Develop market and product knowledge, staying up to date with relevant news.
Experience Required: Graduate level education (or similar) in a relevant field - such as Business Management, International Business, Economics etc
One Year+ Proven Sales experience in Recruitment, Financial Services, FX / Payments or SaaS / Tech.
Ability to meet KPIs / Meet Sales Targets in a professional environment
Desire to gain new qualifications and develop from a personal perspective
A clear communicator, with excellent interpersonal skills.
Self-motivated, with a proven track record in exceeding sales targets
An individual who is a self-starter with an entrepreneurial mindset
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Business Development Manager - Investment Management employer: Sublime Resourcing Limited
Sublime Resourcing Limited offers an exceptional work environment for the Senior Corporate FX Dealer role, characterised by a dynamic and high-performance culture in the heart of Central London. Employees benefit from robust professional development opportunities, a collaborative atmosphere, and the chance to work with a market-leading FX specialist that values innovation and client relationships. Join us to be part of a team that not only drives growth but also fosters personal and career advancement in a fast-paced financial landscape.
Contact Details:
Sublime Resourcing Limited Recruitment Team
