Develop
and implement strategic business development plans to achieve revenue targets
and market expansion goals.
Introduce
new institutional & individual investors and expand the company
portfolio.
Analyze
market trends, competitor activities, and client feedback to refine business
development strategies and capitalize on growth opportunities.
Collaborate
closely with the sales and marketing teams to align business development
strategies with sales objectives and promotional campaigns.
Ensure timely
follow-up on investor inquiries, requests, and transactions to maintain high
levels of investor satisfaction and retention.
Financial
Generate revenue to meet and exceed budget.
Manage expenses within approved budget.
Customer
Build and maintain strong relationships to understand
client investment needs, preferences, and risk profiles to recommend suitable
securities investment solutions.
Act as a trusted advisor, providing insightful
market commentary, investment ideas, and customized portfolio strategies to investors.
Keep up to date on market dynamics to advise
clients effectively.
Build trust through transparent and fair dealings.
Training & Development
Conduct market research and analysis to identify emerging
trends, market opportunities, and client investment preferences.
Keep abreast of regulatory requirements
governing equity markets.
Conduct training and knowledge sharing with
business development executives and other staff.
Secondary responsibilities
Provide other functions with support beyond the scope of
responsibilities in order to achieve common organizational goals
Undertake any other tasks assigned by the line manager.
Education, Skills and
Experience
Education:
Degree in Sales and Marketing/Economics/Related Field (master’s degree or MBA preferred).
A
professional qualification in marketing (e.g. CIM)
Skills:
Proficiency in English, Sinhala and/ or Tamil
Proficient in MS Office Applications
Sales and
marketing acumen
Excellent understanding of financial markets,
investment strategies, and regulatory compliance requirements.
Exceptional communication, negotiation, and
presentation skills
Experience:
Over 5 years’ experience with proven record in
business development in the financial services industry.