
Business Development Manager, North West
- London
- Permanent
- Full-time
- Engaging financial advisers to build, maintain and develop relationships
- Building and developing new relationships with prospective advisory / investment firms
- Becoming a key point of contact for all financial advisers across the region
- Providing an exceptional level of client service
- Implementing new sales and marketing campaigns for the region
- Helping educate financial advisers to enable them to solve their clients’ needs
- Enhance and develop existing relationships to increase business levels
- Proactively follow-up client meetings
- Provide all required support to financial advisers
- Maintain up-to-date records on the CRM system
- Constantly seeking new opportunities to develop the business
- Work collaboratively with fellow BDMs.
- Share best practice and contribute feedback to help with continuous improvement
- Attend and support adviser and industry conferences and other events, as required
- Ensure a good flow of information between colleagues and teams
- Constantly improve product and industry knowledge
- Exceptional sales skills - ideally within professional services/financial services
- Strong sales track record of exceeding targets
- High quality interpersonal skills
- Strong relevant IT knowledge (particularly Microsoft Office, Teams and Zoom)
- High quality well-written communications
- Attention to detail
- Highly organised and able to work alone efficiently and effectively