- 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;
- Advise 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.