Business Development Manager Resume

Candidate Pitch:

Results-driven business development Manager with over 10 years of experience in enhancing brand recognition and financial growth. Expertise in collaborating with executives and marketing teams to create and implement innovative business strategies. Proven ability to identify new business opportunities, negotiate contracts, and foster strong client relationships. Goal-oriented professional with strong attention to detail, analytical skills, and extensive experience in banking and asset management industry. Passionate about capital markets and investing. Business Development Manager Oct 2023 – Nov 2024 AGF Investments, Toronto, ON • Collaborated with the Regional Vice-President & Regional Sales Manager to increase sales and market share of AGF products, by conducting proactive outbound sales calls with new and existing clients. • Proactively, or when requested, provided support to dealers and brokers on the market and fund performance and management strategies, portfolio manager philosophies/styles/processes as well as portfolio profiles, value added programs, products and company updates, and industry trends. • Participated in AGF branch visits, client seminars, branch presentations, road shows, conferences, and industry events. • Conducted regional market research on organizations and people to identify emerging needs and new sales opportunities, sharing same with team members. • Monitored sales activity within the territory to identify trends and provide suggestions to clients in order to retain assets. • Established and maintained strong internal and external relationships to allow for the identification, optimization, and realization of sales. Business Consultant Aug 2022 – Sep 2023 Independent Professional, Toronto, ON • Developed detailed business plans for start-up entrepreneurs looking to set up, finance and expand their firm. • Facilitated virtual sessions on business-related topics for various non-profit organizations. • Liaised with Mortgage Brokers and Real Estate Agents to help achieve their business development goals. Financial Advisor Sept 2021 – Jul 2022 TD Canada Trust, Toronto, ON • Provided sound advice to clients identifying and setting banking needs and financial goals and objectives. • Leveraged mastery of TDCT products and services, and knowledge of those offered by TD Commercial Banking and TD Wealth to provide a legendary experience to clients. • Contributed to the achievement of branch 3857 business objectives by exceeding individual sales goals (SR and Volume) and client service targets (LEI). • Ensured that every client interaction and transaction was accurate and ethical and complied with TDCT and industry codes of conduct and with securities laws and regulations. Account Manager, Small Business Feb 2019 – Jul 2021 TD Business Banking, Toronto, ON • Built, maintained, and expanded existing client relationships within the community while networking with local business leaders to establish strong centres of influence that would contribute to business development opportunities. • Built relationships with small business customers by understanding their needs and finding opportunities that enabled them to provide customized information and advice best suited for the client. • Kept current on emerging trends and increased knowledge of the business, and related tools and techniques; participated in knowledge transfer within the team and business unit. • Participated fully as a member of the team, supported a positive work environment that promoted quality, innovation and teamwork and ensured timely communication of issues. Financial Advisor Feb 2015 – Feb 2019 TD Canada Trust, Toronto, ON • Assessed clients’ financial situations, offered strategic advice on financial products and services, and developed personalized plans. • Guided clients towards profitable and secure financial decisions, cultivating client relationships and staying updated on industry trends. • Generated leads, networked and sold mutual funds, term deposits and mortgages exceeding sales targets. Master of Business Administration, specialization in Finance Nov 2002 Schulich School of Business, York University, Toronto, ON Honours of Bachelor of Business Administration, specialization in Finance & Marketing Jun 1999 Faculty of Administrative Studies, York University, Toronto, ON New Business Development Investment Products Research and Analysis Client Relationship Management Portfolio Construction Financial and Business Advising Strategic Planning and Implementation Proactive Sales Calls Presentation and Public Speaking Contract Negotiation Industry Regulations and Ethical Standards