Business Development Manager (Prescient Fund Services)

DUTIES & RESPONSIBILITIES

• Business Development – by understanding the core admin and platform services PFS Provides, you will need to be able to provide technical support as part of the business development function which will amongst others, include:
  • Identifying client needs to generate proposals and next step scoping workshops.
  • Being proactive in driving the message into the sales channels and proactively working within the teams to Support the asset-raising efforts.
  • Provide support and represent alongside the Head of Business Development on relevant pitches and proposals.
  • Be a first responder to requests to engage in admin and platform opportunities. Using in-depth knowledge of core and platform services, screen initial client requests to assess sales strategy to follow. 
  • Developing leads for new business and ensuring strong relationships and networks.

• Prospect Engagement
  • Assisting the Head of Business Development in building and maintaining relationships with identified clients including attendance in client meetings, webinars and presentations as required, for both existing and prospective clients.
  • Participate and plan for events to promote PFS.

• Marketing PFS – branding and events; market intelligence  
  • Research the fund admin and platform industry and identify targets / proactive research.
  • Understand the Fund market, continuously stay close to the service providers, gatekeepers and asset owners and document the interactions in Salesforce.
  • Proactively build Prescient’s brand in the market, working on networks and relation building initiatives.

• Team Interaction -The key objective to work on a collaborative basis, ensuring that the team remains cohesive and successful.
  • Always operate within the Prescient value system (internally and externally).
  • Deal with people as partners, with respect, an open mind and fairness.
  • Contribute positively to morale and be solution driven.
  • Collaborate across divisions and suggest and implement process and systems enhancements.
  • Coordination of the onboarding process and managing internal checklist utilising Salesforce, ActionPlans and Client Delivery administrator support.

• Relationship building, able to positively influence all relevant stakeholders.
  • Relationship building, external – Form successful partnerships with clients, service providers, external stakeholders which result in increased sales for PFS, including spreading of positive influence in dealing with the stakeholders.
  • Maintain involvement in industry and networking bodies in order to maintain knowledge of funds landscape and changes in general market product offerings.
  • Document all engagements and interactions in Salesforce.

• To utilise the technology stack for documenting all opportunities and working the business opportunities.

REQUIRED QUALIFICATIONS

Related tertiary financial qualification (BCom / similar) is essential.