About the role

Purpose

The Business Development Officer (Relationship Management) is responsible for driving business growth through the acquisition, retention, and management of high-value client relationships. The role focuses on expanding the company’s Assets Under Management (AUM), strengthening investor relationships, and supporting revenue growth through structured engagement, referrals, and cross-selling opportunities.

Responsibilities

Relationship Management

• Develop and maintain strong relationships with existing and prospective clients
• Serve as the primary contact for assigned client portfolios
• Ensure high levels of client satisfaction and retention
• Conduct regular client visits, reviews, and engagement meetings
• Grow into trainings and lead work site activations and create opportunities for their IFAs

Business Development & Growth

• Identify and acquire new clients for asset management products and services
• Promote investment products aligned to client risk profiles and objectives
• Generate referrals through existing client networks and partnerships
• Support execution of sales strategies to grow AUM
• Create multiple IFAs /KURA business growth agents per corporate institution and scheme

Sales Execution

• Achieve monthly and quarterly sales targets
• Prepare and deliver investment proposals and presentations
• Follow up on leads and convert prospects into active clients
• Maintain a structured sales pipeline and update CRM systems
• Recruit IFAs under their arm tree

Market Intelligence & Advisory Support

• Gather market intelligence and competitor insights
• Provide feedback on client needs and product improvement opportunities
• Support marketing campaigns and investor engagement events
• Always approach report feedback from a SWOT analysis angle to identify the competitive advantages at all times

Compliance & Reporting

• Ensure all client onboarding processes comply with regulatory and internal policies
• Maintain accurate records of client interactions and transactions
• Submit weekly and monthly performance reports

What we're looking for

• Minimum 2–3 years' experience in sales / business development within financial services, fund management, banking or insurance.
• Bachelor's degree in Business Administration, Marketing, Finance, Economics, Commerce, or a related field.
• Experience in business development, relationship management, sales, or financial services.
• Strong interpersonal and negotiation skills.
• Customer-focused with proven sales ability.
• Self-driven and results-oriented.

• Develop and maintain strong relationships with existing and prospective clients
• Serve as the primary contact for assigned client portfolios
• Ensure high levels of client satisfaction and retention
• Conduct regular client visits, reviews, and engagement meetings
• Grow into trainings and lead work site activations and create opportunities for their IFAs
• Identify and acquire new clients for asset management products and services
• Promote investment products aligned to client risk profiles and objectives
• Generate referrals through existing client networks and partnerships
• Support execution of sales strategies to grow AUM
• Create multiple IFAs /KURA business growth agents per corporate institution and scheme
• Achieve monthly and quarterly sales targets
• Prepare and deliver investment proposals and presentations
• Follow up on leads and convert prospects into active clients
• Maintain a structured sales pipeline and update CRM systems
• Recruit IFAs under their arm tree
• Gather market intelligence and competitor insights
• Provide feedback on client needs and product improvement opportunities
• Support marketing campaigns and investor engagement events
• Always approach report feedback from a SWOT analysis angle to identify the competitive advantages at all times
• Ensure all client onboarding processes comply with regulatory and internal policies
• Maintain accurate records of client interactions and transactions
• Submit weekly and monthly performance reports

• Strong interpersonal and negotiation skills
• Customer-focused with proven sales ability
• Self-driven and results-oriented

• Minimum 2–3 years' experience in sales / business development within financial services, fund management, banking or insurance.
• Bachelor's degree in Business Administration, Marketing, Finance, Economics, Commerce, or a related field.
• Experience in business development, relationship management, sales, or financial services.