Relationship Manager at Willers Solutions

Responsibilities

• The Business Development Manager will be responsible for identifying new business opportunities, developing strategic partnerships, and fostering client relationships to drive revenue growth and market expansion.
• Identify and prospect potential clients, including high-net-worth individuals, corporate entities, and institutional investors, to generate new business opportunities.
• Develop and implement strategic business development plans aligned with the company's objectives and market trends.
• Build and maintain strong relationships with existing clients, providing personalized financial solutions and ensuring client satisfaction.
• Collaborate with internal teams, including investment analysts, portfolio managers, and legal advisors, to tailor financial products and services to meet client needs.
• Conduct market research and competitor analysis to identify industry trends, opportunities, and potential threats, providing insights to inform business strategies.
• Represent the company at industry events, conferences, and networking functions to enhance brand visibility and establish thought leadership.
• Prepare and present proposals, pitches, and presentations to prospective clients, articulating the value proposition and competitive advantages of our services.
• Negotiate terms, pricing, and contracts with clients, ensuring profitability and adherence to regulatory requirements.
• Monitor and analyze sales performance metrics, tracking progress against targets and identifying areas for improvement.
• Stay abreast of regulatory developments and compliance standards in the financial services industry, ensuring adherence to best practices and legal guidelines.
• Prepare and submit regular reports on the status of marketing activities.
• Prepare the Unit’s budget, and performance reports and make the necessary presentations to Management and the Board as required.

Requirements.

• Bachelor’s degree in business administration, Finance, Accounting, or a related field is required. MBA or professional certification (e.g., ICAN, CFA, ACCA) is a plus.
• Minimum of 5 years of experience in business development, sales, or relationship management roles within the banking or financial services industry.
• Experience in the Mutual Fund market is highly preferred.
• Proven track record of meeting or exceeding sales targets and driving revenue growth in a competitive market environment.
• Excellent interpersonal, communication, and negotiation skills, with the ability to build conversation and influence decision-makers at all levels.
• Strategic thinker with analytical skills and the ability to identify market opportunities and develop actionable plans.
• Results-oriented mindset with a commitment to delivering exceptional client service and achieving business objectives.