Job Title: Business Development Executive
We are seeking a highly motivated and skilled Business Development Executive to join our stock brokerage and investment advisory firm. The ideal candidate will be responsible for expanding our customer base, developing new business opportunities, and maintaining strong relationships with existing clients. The Business Development Executive will work closely with the marketing and sales teams to create and implement strategies that drive revenue growth.
Identify new business opportunities by researching and analyzing market trends and competitor activities.
Develop and implement strategic sales plans to achieve company goals and objectives.
Build and maintain strong relationships with clients and partners to ensure customer satisfaction and retention.
Meet and exceed sales targets and performance metrics.
Develop and manage marketing campaigns to promote the company's products and services.
Collaborate with other departments to ensure a seamless customer experience.
Maintain accurate records of all sales, prospecting, and customer activities.
Stay up-to-date with industry trends and developments.
Provide investment advice to clients based on their financial goals, risk tolerance, and investment horizon.
Conduct regular portfolio reviews and make recommendations for changes to asset allocation or investments as needed.
Develop and deliver presentations to clients on market trends, investment strategies, and product offerings.
Comply with all regulatory requirements related to the sale and management of securities and investment advisory services