Business Development Executive
Kate Worthington
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Key Responsibilities:
Drive Client Acquisition:
Proactively source and acquire new investors and brokerage clients on a weekly basis, with a strong focus on lead generation (approx. 90% of activities).
Client Relationship Management:
Provide consulting support to existing clients to help expand their portfolios and business potential.
Account Development:
Maintain strong, long-term relationships with current clients to ensure satisfaction and loyalty.
Team Expansion:
Actively contribute to the growth of the business development team through recruiting and onboarding new BDs.
Sales Execution & Strategy Alignment:
Meet and exceed sales targets in line with company strategies and revenue objectives.
Process Improvement:
Continuously assess and optimize workflow efficiency and client engagement processes.
Client Issue Resolution:
Take ownership in resolving client complaints and dissatisfaction to ensure service excellence.
Strategic Collaboration:
Work closely with the executive team to support policy development and strategic sales initiatives.
Qualifications:
Proven experience in business development, client servicing, or relationship management.
Strong interpersonal and communication skills with a consultative approach.
Self-driven, target-oriented, and a team player.
Passion for finance, investment, and client success.