Business Development Executive- Strategic Partnership

BUSINESS DEVELOPMENT EXECUTIVE

Identify and build relationships with professionals and businesses in the candidate's local area.

• Regularly visit:
• Chartered Accountants (CAs)
• Lawyers / Advocates
• Loan Agents / Loan Consultants
• Recruitment Agencies
• Tax Consultants and other professional intermediaries
• Introduce and explain SP Wealth Associates, its services and its value proposition.
• Explain relevant financial products and investment solutions offered by SP Wealth Associates in a simple and professional manner.
• Develop a strong understanding of the company's products and services in order to communicate them effectively.
• Establish and maintain long-term professional relationships with referral partners.
• Make regular follow-up visits and calls to existing contacts to strengthen relationships.
• Identify potential clients through referral partners and generate qualified leads for the SP Wealth team.
• Coordinate with the internal team to ensure that leads are properly followed up.
• Maintain a database of contacts, meetings, referrals and leads generated.
• Continuously expand the local network of professionals and referral sources.
• Achieve monthly targets for meetings, new relationships, referrals and qualified leads.
• Represent SP Wealth Associates professionally and maintain the company's reputation and standards at all times.