MY Wishes Integrated Services Hiring! Full Time Business Development Manager in WP Kuala Lumpur - Ricebowl

Job Requirements

• Bachelor's Degree in Finance, Business, Marketing, or a related field.

• Good communication, presentation, and interpersonal skills.

• Self-motivated, target-driven, and able to work independently.

• Basic knowledge of financial products and customer service is an advantage.

• Proficient in Microsoft Office applications.

1. Client Acquisition & Business Growth

Identify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreach
Develop and execute business development strategies to achieve sales targets and revenue growth
Build and manage a strong pipeline of qualified prospects

2. Advisory & Sales Execution

Present, position, and recommend suitable financial products and solutions based on clients’ needs and objectives
Conduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)
Customize proposals and deliver persuasive presentations to drive client decision-making and closure

3. Relationship Management & Client Retention

Build long-term, trust-based relationships with clients through consistent engagement and value-added advisory
Provide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goals
Handle client inquiries, concerns, and service requests in a timely and professional manner

4. Market Intelligence & Strategic Positioning

Monitor market trends, competitor offerings, and industry developments to identify new opportunities
Provide insights and feedback to improve product positioning and client engagement strategies
Identify niche segments and develop targeted approaches for market penetration

5. Compliance & Regulatory Adherence

Ensure all sales and advisory activities comply with regulatory requirements and company policies
Maintain proper documentation and adhere to ethical selling practices
Stay updated on financial regulations, compliance standards, and industry best practices

6. Product Knowledge & Continuous Learning

Maintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutions
Attend training, workshops, and certifications to enhance advisory capabilities
Translate technical product knowledge into clear client-friendly explanations

7. Collaboration & Stakeholder Engagement

Work closely with internal teams (product, compliance, operations) to deliver seamless client solutions
Collaborate with specialists (e.g., estate planners, tax advisors) for complex cases
Support team initiatives, campaigns, and business development activities

8. Reporting & Performance Tracking

Track and report sales activities, pipeline status, and performance metrics
Analyze conversion rates and client acquisition costs to improve effectiveness
Maintain accurate client records in CRM systems

• Regular team activities
• Flexible working hours
• Good environment