Business Development Executive

 Posted 4 hours ago
     
2-5 years experience
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AI Summary

Oversee business development associates and manage relationships with referral partners to generate new leads. Responsible for preparing technical documents, proposals, and managing the CRM system to convert leads into business.

Key Responsibilities

  • Oversee of BD Associate and helping him/her to integrate the team and find his feet;
  • Add, develop, maintain and update a list of AXIS referral partners;
  • Work with reporting line on how to enhance relationship with referral partners;
  • Research and preparation of article(s), technical factsheets, presentations and other related technical documents as agreed with reporting line;
  • Work with reporting line for release of technical pieces to be released on social media as and when required;
  • Update product factsheets and all technical papers as required;
  • Update Fee schedules and come up with new suggestions to enhance the fee structure;
  • Update AXIS presentations as and when required;
  • Provide support to our marketing & communication cluster, as and when required, for our advertising and promotional efforts;
  • Work closely with reporting line for all leads;
  • Handle leads requests under supervision of reporting line;
  • Follow up on all potential leads;
  • Preparation of proposals for all new leads and send to them, and chasing them to convert them into successfully business;
  • Assist reporting line to prepare structuring notes and email to leads, intermediaries and referral partners;
  • Carry out research and project work as required;
  • Preparation of business trips, including research work on key markets and potential intermediaries meetings;
  • Assist reporting line in our BD initiatives to generate new leads and new business.
  • Follow up on emails post business trips;
  • Handles all affairs of the BD team in absence of reporting line under the supervision of COO or MD;
  • Updating of information on all the relevant systems in place on a regular basis;
  • Regular update of the CRM tool internally;
  • Inputting of data on the relevant internal systems- scan and upload documents on any relevant system in place;
  • Assist in setting up, coordinating and making arrangements for meetings and conferences;
  • Prepare agendas and meeting packs;
  • Assist the team in the preparation of quotes through research and compilation of data;
  • Prepare template responses to correspondence containing routine inquiries;
  • File and retrieve organizational documents, records and reports – physical files & on DMS;
  • Create and modify documents such as reports, memos, letters, spreadsheet etc.;
  • Input key metrics on Business Development Reporting presentation as may be required for meeting with managing director;
  • Any other cognate duties and any other items as assigned by Manager, Head of BD, COO or MD.

Requirements

  • Strong academic qualification related to the Financial Services industry such as Law, Accounting, Finance and tax or a Professional Qualification (ICSA/STEP);
  • Experience in the legal or financial services sector for at least 3 years;
  • Good Knowledge and understanding of Legal and Regulatory framework, including Codes, FIAMLA Act, GBC, AC and KYC Standards;
  • Company Secretarial duties and Board matters;
  • Corporate and Trust Administration Functions, Compliance and Good Governance principles;
  • Good understanding of the regulatory laws involved in servicing a variety of clients with portfolios of various complexities;
  • Experience in international structuring through the use of International Financial Centers;
  • Good experience in promoting Mauritius as an IFC;
  • Good understanding of legal structures and of their use in the Mauritius IFC.

Skills

  • A good propensity for sales & marketing;
  • A strong leader with the proven ability to build strong relationships with relevant parties;
  • Has excellent customer service skills;
  • Has strong planning, organizing and coordinating skills backed by sound time management skills;
  • Is analytical and is able to produce accurate, clear and concise work;
  • Can juggle between priorities efficiently to deliver within set deadlines;
  • Is committed, confident and results-oriented;
  • Display sound judgement when resolving issues and taking decisions;
  • Has excellent written and verbal communications skills in both English and French;
  • Is a team player and can collaborate effectively with stakeholders;
  • Is autonomous, self-disciplined and can productively work remotely;
  • Is able to operate in a fast moving, demanding and high-pressure environment;
  • Is a quick learner with the ability to apply knowledge appropriately.
  • Highly organized with an independent personality that is effective and working independently and in a team environment.

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