Delivery of agreed revenue and client acquisition targets
- Delivery of office new business revenue and client acquisition targets as agreed annually.
- Delivery of personal new revenue target as agreed annually.
- Maintain records of ongoing pipeline and new business take-on successes within SalesForce.
Development/evolution of, and adherence to, business development strategy and plans
- Develop overall strategy for business development covering all business lines.
- Create programme of activities in accordance with agreed budget.
- Devise and implement wider Marketing plan and PR strategy, including contributing to PR articles.
- Create focused list of intermediaries and prioritise engagement.
- Ensure effective relationships with key public/private sector entities.
- Deliver various presentations/product information to intermediaries and potential new clients at their locations.
- Review and develop plans as circumstances evolve.
Development of relationships within Vistra Group
- Develop and enhance existing relationships with Vistra Group staff, both amongst the BD community and in administration functions.
- Build deeper and highly productive relationships with key Vistra Group executives integral to delivering strategy and new business revenue targets.
- Attend Vistra Group Marketing events and development modules as appropriate.
Risk management and compliance
- Remain fully aware of and comply with personal and Vistra’s obligations under all Singapore law, regulatory requirements and regulatory guidance notes, in particular to anti money laundering, tax evasion and the countering terrorist financing.
Develop relevant technical and product knowledge
- Develop and maintain sufficient product knowledge to promote all aspects of Vistra Group's products and services.
Uphold the Vistra values, act as a role model for the team and represent self internally and externally with highest standards of professionalism
- To uphold Vistra’s values by promoting a culture of professionalism and teamwork.
- To have a good understanding of Vistra’s overall vision and direction.