Generated new business with marketing initiatives and strategic plans.
Reached out to potential customers via telephone, email, and in-person inquiries.
Negotiated and closed long-term agreements with new clients in assigned territory.
Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
Conducted comprehensive market research and analysis to identify emerging trends and potential areas of expansion.
Business Development Manager
Noble Private Portfolios
10.2015 - 07.2024
Generated new business with marketing initiatives and strategic plans.
Reached out to potential customers via telephone, email, and in-person inquiries.
Negotiated and closed long-term agreements with new clients in assigned territory.
Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
Performed client research and identified opportunities for account growth, account penetration and market expansion.
Consistently met or exceeded monthly quotas through diligent prospecting efforts, relentless follow-up activities, and expert negotiation skills.
Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
Built relationships with customers and community to establish long-term business growth.
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Prepared sales presentations for clients showing success and credibility of products.
Investment Broker
Absa Bank
04.2010 - 09.2015
Achieved consistent revenue growth through proactive generation of new business leads and successful account conversions.
Increased client satisfaction by providing personalized investment advice and tailored portfolio recommendations.
Negotiated better terms for clients when working with external parties such as fund managers or custodians.
Maintained strict compliance with all regulatory requirements, ensuring that all transactions were executed within established guidelines.
Continuously improved professional skills through ongoing education, attending relevant conferences, and industry seminars.
Conducted comprehensive research on various investment options, ensuring optimal decision-making for clients'' financial goals.
Expanded the firm''s clientele base through targeted outreach strategies and effective networking efforts.
Developed strong relationships with clients, resulting in a high level of trust and long-term business partnerships.
Assisted clients in navigating complex financial situations by offering expert guidance on available investment strategies.
Stayed up-to-date on financial market trends and changes in order to offer informed guidance to clients.
Presented detailed reports on portfolio performance, keeping clients informed about their investments'' progress.
Met with clients to generate new business and negotiate contracts.
Contacted potential clients to pursue sales and gather funds.
Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
Discussed financial options with clients and provided informed suggestions.
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.