Key Responsibilities:
Identify and acquire new investors while building and maintaining strong client relationships.
Mobilize investment funds in line with agreed monthly and annual targets.
Market the company's investment products and financial solutions to prospective clients.
Develop and execute business development strategies to increase revenue and Assets Under Management (AUM).
Prepare and deliver investment proposals and presentations to clients.
Maintain a healthy sales pipeline and ensure excellent client retention.
Monitor market trends and identify new business opportunities.
Ensure compliance with regulatory requirements, including KYC and AML/CFT guidelines.
Prepare periodic business development and performance reports.
Bachelor's degree in Business Administration, Finance, Economics, Marketing, Accounting, or a related field.
Qualification:
Minimum of 3 years' business development experience within the financial services sector.
Demonstrable experience in fund mobilization, investment marketing, or wealth management.
Existing network of High-Net-Worth Individuals (HNWIs), corporate organizations, and institutional investors is an added advantage.
Core Competencies
Business Development & Sales
Fund Mobilization
Client Relationship Management
Investment & Financial Products Knowledge
Negotiation & Presentation Skills
Communication & Networking
Market Analysis
Results Orientation
Key Performance Indicators (KPIs)
Monthly Fund Mobilization Target
Revenue Generated
New Investors Acquired
Assets Under Management (AUM) Growth
Client Retention Rate
Number of Corporate/Institutional Accounts Secured