Operations

• Develop and implement strategic business development plans to achieve revenue targets and market expansion goals.
• Introduce new institutional & individual investors and expand the company portfolio.
• Analyze market trends, competitor activities, and client feedback to refine business development strategies and capitalize on growth opportunities.
• Collaborate closely with the sales and marketing teams to align business development strategies with sales objectives and promotional campaigns.
• Ensure timely follow-up on investor inquiries, requests, and transactions to maintain high levels of investor satisfaction and retention.

Financial

• Generate revenue to meet and exceed budget.
• Manage expenses within approved budget.

Customer

• Build and maintain strong relationships to understand client investment needs, preferences, and risk profiles to recommend suitable securities investment solutions.
• Act as a trusted advisor, providing insightful market commentary, investment ideas, and customized portfolio strategies to investors.
• Keep up to date on market dynamics to advise clients effectively.
• Build trust through transparent and fair dealings.

Training & Development

• Conduct market research and analysis to identify emerging trends, market opportunities, and client investment preferences.
• Keep abreast of regulatory requirements governing equity markets.
• Conduct training and knowledge sharing with business development executives and other staff.

Secondary responsibilities

• Provide other functions with support beyond the scope of responsibilities in order to achieve common organizational goals
• Undertake any other tasks assigned by the line manager.

Education, Skills and Experience

Education:

•  Degree in Sales and Marketing/Economics/Related Field (master’s degree or MBA preferred).
•  A professional qualification in marketing (e.g. CIM)

Skills:

•  Proficiency in English, Sinhala and/ or Tamil
•  Proficient in MS Office Applications
•  Sales and marketing acumen
•  Excellent understanding of financial markets, investment strategies, and regulatory compliance requirements.
•  Exceptional communication, negotiation, and presentation skills

• Experience:

•  Over 5 years’ experience with proven record in business development in the financial services industry.