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Financial Business Development Manager
2 weeks ago
We're here to help business owners navigate the financial landscape, with strategic financial and tax solutions designed to catalyze growth and sustainability. Our deep-rooted expertise combined with a uniquely human approach allows us to deliver seamless end-to-end financial services.
Responsibilities:- Prepare quotations for new clients and coordinate agreement drafting with the legal team.
- Review draft agreements and adjust pricing as needed before sharing with clients via email and WhatsApp.
- Communicate with a digital marketing consultant to align on online advertising needs.
- Manage calls and meetings with potential clients to present services and address inquiries.
- Follow up with warm leads who have received agreements to drive conversions.
- Collaborate with the General Manager to achieve company goals.
- Contribute to internal process improvements and share technical training with team members.