Job Description
Join CI Financial as a Business Development Manager, where you will drive sales, asset retention, and client engagement within the investment sector. This role emphasizes strategic collaboration with District Vice Presidents and financial advisers.
As the BDM, you will educate and motivate financial professionals to cultivate partnerships that expand CI GAM's footprint. Your role will involve proactive sales campaigns, handling inquiries related to investment strategies, and performing account management for existing clients. Strong organizational skills and a resourceful mindset are essential to succeed in this fast-paced environment.
Key Responsibilities:
• Implement targeted sales campaigns to attract new clients
• Generate referrals for District Vice Presidents
• Handle account management tasks efficiently
• Create and deliver compelling sales presentations
• Gather and analyze competitor information
Requirements:...
As the BDM, you will educate and motivate financial professionals to cultivate partnerships that expand CI GAM's footprint. Your role will involve proactive sales campaigns, handling inquiries related to investment strategies, and performing account management for existing clients. Strong organizational skills and a resourceful mindset are essential to succeed in this fast-paced environment.
Key Responsibilities:
• Implement targeted sales campaigns to attract new clients
• Generate referrals for District Vice Presidents
• Handle account management tasks efficiently
• Create and deliver compelling sales presentations
• Gather and analyze competitor information
Requirements:...