Business Developer - Financial Services

Business Developer – Financial Services

Overview We are seeking a results-driven Business Developer to expand our reach within the financial services industry. This role involves identifying and engaging potential clients, building long-term relationships, and driving revenue growth through strategic sales initiatives. The position is fully remote, based in South Africa, and follows UK working hours (Monday to Friday, 8 AM – 4 PM).

Salary: Basic R25,000 per month, excluding commission.

Key Responsibilities

Lead Generation & Prospecting

• Identify and target potential clients in financial services, including asset management firms, investment banks, fintech startups, and wealth management firms.
• Research market trends and client needs to tailor outreach strategies.

Sales & Client Acquisition

• Conduct cold calls, emails, and meetings to engage decision-makers.
• Develop compelling sales pitches and proposals to present our financial services.
• Build and maintain a pipeline of high-quality prospects.

Relationship Management & Growth

• Nurture and develop long-term client relationships.
• Understand client needs and provide tailored financial solutions.
• Negotiate contracts and close deals effectively.

Market & Industry Analysis

• Stay up to date with financial market trends, competitor activities, and regulatory changes.
• Identify emerging opportunities within the sector.

Collaboration & Reporting

• Work closely with marketing, sales, and finance teams to align strategies.
• Maintain CRM records, track KPIs, and provide reports on business development activities.

Qualifications & Skills

• Minimum 4 years of experience in business development, sales, or a similar role within the financial services sector.
• Strong understanding of financial markets, investment strategies, and fintech innovations.
• Excellent communication, negotiation, and presentation skills.
• Ability to build and leverage relationships within the financial industry.
• Analytical mindset to assess market trends and identify growth opportunities.
• Familiarity with CRM tools, financial platforms, and digital marketing strategies is a plus.
• Professional phone presence with a well-spoken and well-presented manner.
• Experience working with boutique clientele in the higher-end salary bracket within the finance sector.