A key member of the Business Development team will contribute to the growth of all business units by prospecting HNWI & Institutional Clients towards converting to a mutually beneficial long term relationship. Nurture existing clients by providing excellent service and advice, introducing or placing quality investment opportunities.



Develop yearly business plan to include asset and revenue targets broken down by key market clients.

Generate leads through various methods including, acquaintances, existing or past relationships, conferences, memberships, cold calling, etc.

Introduce prospective clients to company products and services and convert to new business. Qualifying, researching and understanding prospects financial status, investment needs and requirements.

Prepare all documentation relating to account opening, credit proposals, KYC and liaise with Client Service Unit, Risk & Compliance, Operations Unit and Credit Committee to expedite account opening and/or approval of credit applications.

Efficiently manage client accounts and status by frequently reviewing holdings, cash position, profitability, AUM’s and other client related MIS.

Frequently meet with clients to discuss portfolio, new products and services. Ensure strict discipline with documenting accurate call reports and to update client profiling after each client discussion/meeting.

Continuously update knowledge base i.e. General, Products, Markets, Competition and Certification etc.

Collaborate with internal and external specialist and service support teams to ensure the provision of superior service to clients.

Strictly follow compliance policy and ensure all company and business unit policies, procedures and processes are followed.

To achieve cross-selling targets across all respective business lines to meet revenue and unit targets.

Participate actively and effectively in product launches and other new company or unit initiatives.

Job Details

Preferred Candidate

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المهام, لا أفضلية, الأبحاث و التطوير, الإدارة, التسويق, التصميم/الإبداع, التعليم/التدريب, التقني, الخدمات الإدارية الخدمات السوقية (اللوجستية), الخدمات المساندة, الطب, القانون, المبيعات, المحاسبة/الشؤون المالية, المشتريات, الموارد البشريّة الهندسة, خدمة العملاء, سكرتارية, غيرذلك, كتابة/ تحرير, مراقبة الجودة, مواصفات السلامة ,