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Business Development Officer

Full-time

CapitalSage Holdings

The Business Development Officer will be responsible for driving business growth through client acquisition, relationship management, deposit mobilisation, investment sales, and revenue generation. The role requires a commercially driven professional with strong knowledge of the banking or asset management environment and the ability to build and maintain relationships with prospective and existing clients.

Key Responsibilities

Business Development & Client Acquisition

  • Identify and develop new business opportunities within the assigned market.
  • Acquire new clients and grow the organisation’s customer base.
  • Develop and maintain strong relationships with existing and prospective clients.
  • Generate leads through networking, referrals, market research, and direct business development activities.
  • Convert qualified prospects into active clients and revenue-generating relationships.

Deposit Mobilisation & Investment Sales

  • Drive deposit mobilisation and investment inflows in line with assigned targets.
  • Promote and sell relevant investment and financial products to individuals, SMEs, corporates, and other target clients.
  • Develop and maintain a healthy sales pipeline and ensure timely conversion of opportunities.
  • Cross-sell appropriate products and services to existing clients.

Relationship Management

  • Serve as a key point of contact for assigned clients.
  • Understand clients’ financial and investment needs and provide appropriate solutions.
  • Maintain regular client engagement to support retention and increase wallet share.
  • Resolve client concerns and coordinate with relevant internal teams where necessary.

Market Development

  • Conduct market intelligence and identify emerging business opportunities.
  • Develop relationships with key individuals, organisations, professional networks, and business communities.
  • Monitor competitor activities and provide relevant market insights to management.
  • Participate in business development events, client meetings, presentations, and networking activities.

Reporting & Performance Management

  • Maintain accurate records of prospects, clients, activities, and business opportunities.
  • Prepare regular reports on sales activities, pipeline, client acquisition, deposit mobilisation, and investment performance.
  • Track performance against assigned business development targets.
  • Ensure compliance with applicable internal policies, regulatory requirements, and approved sales processes.

Requirements

  • Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field.
  • 3–7 years of relevant experience in Banking or Asset Management.
  • Experience in Business Development, Relationship Management, Deposit Mobilization, Investment Sales, or Client Acquisition is strongly preferred.
  • Professional qualifications in banking, finance, investment management, or related fields will be an added advantage.

Preferred Industry Background

Candidates should preferably have experience from:

  • Commercial or retail banking
  • Investment banking
  • Asset management
  • Wealth management
  • Financial services sales

Benefits

Industry Standard

Vacancy posted 10 days ago
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