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Business Development Manager
2 weeks ago
Job Summary
Momentum is seeking a talented Financial Services Relationship Builder to join our team. As a Financial Services Relationship Builder, you will be responsible for building and maintaining strong relationships with IFAs and driving sales growth.
Responsibilities- Engage with IFAs to understand their needs and drive their value proposition.
- Present the professional, disciplined nature of IFA Agenda and minutes of all meetings.
- Monitor and analyse prescribed weekly activities to exceed sales targets.
- Develop and implement strategies to build and maintain strong relationships with IFAs.
Requirements
- 3-year BCom degree in fields such as Business Management, Marketing, Communications, Finance, and Legal.
- Willingness to study towards the degree or recognition of prior learning if you have 3+ years of experience working in MDS.
- CFP is an advantage.
Experience
- 3 to 5 years' financial service industry experience.
- 1 to 3 years relevant sales experience.
- Experience in Momentum Myriad and Investo products is an advantage.
- Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance.
