Business Development Activity
Develop and manage Private Client intermediary and third-party services provider relationships to increase referrals
Identify and target attractive Private Client market and client segments in APAC buying hubs, focusing on long-term client relationships and profitable revenue generation;
Advice on strategic initiatives including product development and acquisitions, as required.
BD Targets and Pipeline Management
Achieve and exceed personal BD targets;
Manage opportunities from inception through the sales cycle to onboarding and won-live;
Maintain BD pipeline information, call reports, proposal templates, service/fee proposals, and related financial analysis;
Ensure that the Salesforce CRM system is updated with all contact and activity data.
Build the company's market position to generate quality sales leads via:
- Attendance and participation at industry events;
- Host company events;
- Thought leadership articles, press releases, client newsletters etc.
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