• Built relationships with small and mid cap corporations and offered business advisory services• Provided strategic quantitative models & recommendations to high net worth clients• Advised quarterly & annually on portfolio performance ensuring clients needs aligned with projected results• Identified portfolio solutions including customised business strategies across multiple industries & sectors• Formulated asset allocation strategies and developed proprietary investment models for client portfolios• Presented strategic alternatives for current assets, lending services in addition to qualified plan solutions• Performed analytics to support corporate strategic planning & business development decision making• Compiled business plans, feasibility studies & kept abreast of changes in regulations to advise accordingly• Controlled the financial statements and ensured the practices are in line with the statutory and legislation• Prepared management reports to continually improved effectiveness of the business• Performed variance analysis and reported actual results as compared to budget / forecast• Identified the potential for cost-reduction & recommended innovative alternatives to generate revenue• Oversaw marketing initiatives including website maintenance, newsletter, print ads and client events• Managed components of the preparation of P&L, rolling estimates, balance sheet & cash flow forecast• Leading in the preparation of business plan & key performance metrics for management decision making• Reviewing actual results, ensuring expectations are being achieved & where variances are identified• Overseeing business line financial budgets & ensure corporations perform as planned

As business development professional I had three primary responsibilities: Identifying new sales leads Pitching products and/or services Maintaining fruitful relationships with existing customersTo generating leads, day-to-day duties typically include: Researching organisations and individuals online (especially on social media) to identify new leads and potential new markets Researching the needs of other companies and learning who makes decisions about purchasing Contacting potential clients via email or phone to establish rapport and set up meetings Planning and overseeing new marketing initiatives Attending conferences, meetings, and industry eventsThe challenge of actually selling, other typical duties include: Preparing PowerPoint presentations and sales displays Contacting clients to inform them about new developments in the company’s products Developing quotes and proposals Negotiating and renegotiating by phone, email, and in person Developing sales goals for the team and ensuring they are met Training personnel and helping team members develop their skillsTo keep healthy relationships with clients, engage in socialisation. So from simple chats on the phone to lunches and events or conferences business development managers must be sure to keep their customers happy. Of course, as with all office jobs, documentation is also a big part of the work. Write reports and provide feedback to upper management about what is and is not working.