Job Description/Requirements

• Develop and manage sales pipeline, prospect and assess sales, and multiple transactions simultaneously through the sales pipeline.
• Define and execute sales plans, meet and exceed sales quotas through prospecting, qualifying, managing and closing sales opportunities, and generating leads.
• Nurture and enhance client relationships through regular communication, understanding their needs, and providing relevant insights.
• Manage and track customer interaction and transactional information in a system.
• Provide presentations, product demonstrations, and general support to prospective customers.
• Generate regular reports on business development metrics, presenting findings and recommendations to firm leadership.
• Update on the sales tracker to ensure coordination between the office and the field
• Generate referral-based leads from our existing clients and your networks
• Follow-up on customers to ensure proper use of the product and also generate referrals
• Collaborate with associates to develop persuasive, tailored proposals that address client needs and showcase the firm's expertise.
• Conduct research to gather information on potential clients, industries, and competitors to support proposal customization.
• Liaise with compliance team to ensure that proposals adhere to client requirements and firm standards.
• Perform other assignments assigned by the immediate supervisor.
• Assist in developing and executing targeted marketing campaigns to attract new clients and deepen relationships with existing clients.

Qualifications for B2B

• Diploma/ Bachelor's degree in Accounts and Financial management, Business, Marketing, Communications, or a related field.
• Proven experience 1-3 years in business development, marketing, or a related role within a professional services firm, preferably in the finance industry.
• Keep a high level of knowledge about company products, and learn about new products as they come in.
• Strong written and verbal communication skills, with the ability to craft compelling and concise content.
• Excellent organizational skills and ability to manage multiple projects and deadlines simultaneously.
• Detail-oriented with a high level of accuracy in all work produced.
• Creative mindset and the ability to think strategically about branding and marketing initiatives.
• Strong interpersonal skills, with the ability to collaborate effectively with partners, and support staff.
• A proactive and self-motivated attitude with the ability to work independently and as part of a team.