🧑💼 Business Development Manager (BDM) – Investment Firm
Job Summary:
The BDM is responsible for planning, leading, and executing strategies to acquire high-net-worth clients and institutional investors. The role includes managing a sales team, overseeing client relationships, and achieving revenue targets.
Key Responsibilities:
Develop and implement business development strategies to increase investments in firm products.
Identify and build relationships with high-value clients, corporate accounts, and strategic partners.
Monitor sales performance and support the BDE/BDO teams.
Conduct market research and competitor analysis.
Train and mentor junior staff and manage team
Collaborate with the marketing team for lead generation and promotional activities.
🧑💼 Business Development Officer (BDO) – Investment Firm
Job Summary:
The BDO is responsible for sourcing and onboarding new clients, with a focus on mid- to high-income individuals and small businesses. They act as a bridge between the firm and the clients by understanding investment needs and offering suitable financial products.
Key Responsibilities:
Generate leads through field visits, referrals, events, and networking.
Understand client requirements and pitch appropriate investment products.
Maintain strong client relationships and ensure after-sales support.
Achieve monthly sales and revenue targets.
Prepare daily reports and maintain a client database.
🧑💼 Business Development Executive (BDE) – Investment Firm
Job Summary:
The BDE is an entry-to-mid-level sales role focused on client acquisition and assisting senior officers/managers in expanding the firm’s investment client base. Ideal for ambitious professionals looking to grow in the finance industry.
Key Responsibilities:
Contact and meet potential clients to offer investment solutions.
Assist in organizing financial awareness campaigns, seminars, or webinars.
Maintain follow-ups and convert leads into customers.
Support BDO/BDM in executing client servicing tasks.
Stay updated on market trends and firm offerings.