Associate Business Development Manager
Associate Business Development Manager
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Job Description
Purpose of the role
Our team is now looking for an experienced individual who will be an integral part of the Business Development Team working with the wider group to successfully take investment opportunities to the market through a number of business development and administrative activities.
Key accountabilities
Be an integral part of the BD team working with BD Managers and Directors to build and maintain strong relationships with financial advisers and other intermediaries
Position yourself and Ingenious as a trusted business partner
Conduct research on prospective clients and be cognisant of potential new business opportunities within the market
Develop a comprehensive understanding of the Ingenious group and specifically our Investment products along with knowledge of the wider marketplace in which Ingenious operates. This will include wealth management financial advice and alternative investments as well as Inheritance Tax planning and Later Life planning
Responsible for proactively contacting new and existing clients and setting up meetings on behalf of the BD Managers and Directors
Assist in the preparation of presentations financial illustrations and other material for client meetings
Follow up on meetings and events providing further support and developing opportunities for new business
Proactively seek opportunities to crosssell/upsell where appropriate involving the BD Managers and Directors as required
Manage the pipeline of sales opportunities by keeping CRM up to date including introducer status opportunities organisations and individuals. Progress opportunities through the sales stages ensuring accuracy of forecast
Work collegiately and effectively with the Client Services team to manage client queries and ensure the timely processing of investment applications
Deliver against Key Performance Indicators set by the BD Director
Role requirements
Demonstratable success in a sales/account management environment
A driven competitive individual with an ambition and desire to achieve targets
A confident and strong communicator familiar and comfortable with a variety of formats such as Teams and Zoom
Confident with Excel including pivot tables data manipulation and analysis and creating MI packs
Strong planning and organisational skills
Sound judgement adaptability and ability to influence others
With training and support an ability to develop an understanding of complex investment products and the needs of investors as well as an appreciation of the tax issues surrounding financial products
A team player who can demonstrate proactiveness enthusiasm and a can do attitude
Benefits
- Private Medical Insurance Income protection Life Assurance Pension
- Health and wellbeing benefits
- Flexible working 23 days in the office other days working remotely.
- 25 days holiday which increases every Jan by 1 day 8 bank holidays. Potential to purchase up to 5 extra days holiday
- Paid leave for charity work
- Electric car scheme
- Cycle to work scheme
- Financial planning coaching
Required Experience:
Manager
Employment Type
Full-Time
