Octopus
FinTech
ExternalBusinessDevelopmentManager
Neural analysis suggests this role is
optimal for mid candidates.
“External Business Development Manager at Octopus. Skills: Business development, Client relationships, Revenue generation, Deal closure. Own and deliver regional sales strategy. Build and grow relationships”
What You'll Achieve.
Drive sales into investment products
Industry & Context.
What They're Looking For.
Must Have
Business development role experience, Financial services experience, Track record of growing relationships, Attracting new relationships, High-quality interpersonal skills, Honesty and integrity, Clear, articulate communication style, Drive, ambition and self-motivation, Commutable distance to Cotswolds
Nice to Have
Additional qualifications financial services, Additional experience financial services, Financial adviser network Cotswolds, Knowledge tax-efficient investments, Knowledge inheritance tax advice
What You'll Do.
Own and deliver regional sales strategy
Build and grow relationships
Lead face-to-face meetings
Collaborate with Internal Business Development Managers
Create business plans
Execute business plans
Communicate investment solutions
Work closely with Fund Managers
Work closely with Business Line Managers
Keep CRM systems updated
Act in best interest of customer
How You'll Work.
Team & Collaboration
Collaborative team; Internal Business Development Managers; Fund Managers; Business Line Managers
Communication Scope
Articulate communication style; Clarity and confidence
Full Job Description
At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world. We think working here is great, but we’re understandably bias. Click [here](https://c.smartrecruiters.com/sr-company-attachments-prod-dc5/5cd44a79f027bc6100855691/0c51a134-dc6f-436b-9156-3d35792f1226?r=s3-eu-central-1) to explore Life at Octopus. What’s in it for you? We’re looking for an External Business Development Manager (EBDM) to join our Retail Sales Team at Octopus Investments, covering our Cotswolds region with a mix of established and growth accounts. You’ll be joining a high-performing, fast-paced team that’s passionate about delivering world-class service to our network of Financial Advisers and Private Banks. You’ll have the autonomy to run your own regional sales strategy, build long-term relationships, and drive sales into our market-leading investment products. You’ll be supported by a collaborative team, bespoke training, and a culture that rewards ambition and integrity. The team Our Retail Sales Team is known for its technical expertise and personal service. As an EBDM for the Cotswolds you’ll be at the heart of our success, educating and engaging with advisers, collaborating with internal teams, and helping shape the future of tax-efficient investing. What you’ll be doing * Own and deliver a regional sales strategy * Build and grow relationships with Financial Advisers and Private Banks * Lead face-to-face meetings, events and presentations * Collaborate with Internal Business Development Managers to create and execute business plans * Communicate a complex suite of investment solutions with clarity and confidence * Work closely with Fund Managers and Business Line Managers to ensure product alignment * Keep CRM systems updated and manage a busy inbox with ease * Always act in the best interest of the customer ## Qualifications To be successful in this role, you’ll need: ✔️ Proven experience in a business developm
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