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Head of Retail Business Development
2 weeks ago
PRTR is helping clients hire the Head of Business Development for the Retail sector to help expand their customers in Lona, SBL, and Blocktrade. Our client is a securities business supporting funds to securities on an SME scale.
**Retail Business Strategy and Development**
- Developing and implementing comprehensive retail development strategies aimed at expanding the company’s retail margin loan, SBL, Block trade and IPO financing businesses.
- Identifying market trends, customer needs, and competitor activities to capitalize on business growth opportunities.
- Developing a comprehensive performance dashboard with the IT department to monitor Retail business performance.
**Sales and Client Relationship Management**
- Cultivating and maintaining relationships with individual retail clients, reviewing their lending portfolio, KYC CDD, and credit limits. Contacting individual clients regularly captures opportunities to grow the business portfolio.
- Managing, maintaining, and developing new business relationships with the head of sales and marketing of brokerage Investment consultants and team leads to refer margin loan business to the company.
- Collaborating with the marketing and PR departments to design client-centric strategies and promotional campaigns to increase retail margin loan lending and other businesses.
- Acting as a key point of contact for and client service centre for individual clients and also following up with clients that have problems with their accounts or payments.
- Designing and implementing daily weekly and monthly call reports to analyze sales data, explore new opportunities and ensure that the retail team is meeting existing and new clients and brokers' Investment consultants.
- Coordinating with brokers to increase brokers' referral accounts to the company and handle all broker sales and marketing relationships and account openings for their clients.
- Being responsible for organizing client’s promotional events and activities to help increase account openings.
**Qualifications**
- Minimum 10 years of Sales and Business Development in retail customers in Securities. Brokerage or Financial Services related.
- Academic background is in Accounting, Finance, or any related.
- Successful track record in sales.
- Good command of English and interpersonal skills.
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