Business Development Associate (Inside Sales)

Westbridge Capital; Toronto; On-site; CAD 50,000 - 60,000; Full time

Job summary

A leading private equity firm in Toronto is hiring a Business Development Associate (Inside Sales). This entry-level role focuses on promoting investment solutions and requires strong communication and client relationship skills. The ideal candidate holds a relevant degree and possesses knowledge of financial markets. Competitive compensation and opportunities for professional growth are part of the offering.

Benefits

Competitive total compensation package

Company sponsored social events

Opportunities for growth and development

Qualifications

• 3-5 years of related experience or a master's degree with 2 years of relevant experience.
• CIFC or CSC certification or commitment to complete within 6 months.
• Passion for continuous learning and internal values.

Responsibilities

• Identify and qualify investment advisors for sales.
• Conduct business development activities and evaluate sales campaigns.
• Provide exceptional customer service to clients.
• Participate in training sessions.
• Collaborate with team members to increase sales success.

Skills

Knowledge of financial markets

Client relationship development

Prospecting

Effective listening

Organizational skills

Communication skills

Education

Bachelor's degree in finance or a related field

Master's degree in a related field

Job description

Business Development Associate (Inside Sales)

Business Development Associate (Inside Sales)

Westbridge Capital Partners Income Trust (“WCPIT”) is a Canadian Private Equity Fund designed to produce stable, consistent returns to unitholders with growth upside. WCPIT’s acquisition strategy ensures high, predictable monthly income. WCPIT has realized steady returns averaging 10.67% over eight years (to December 2024). WCPIT is administered by Westbridge Capital Ltd. (“Westbridge Capital”), a private equity firm that specializes in acquiring and growing mid-market or mature operating businesses in Canada and the Unites States. Westbridge Capital invests in companies across industries, such as manufacturing, distribution, services, and technology. Our philosophy is to structure deals with management as our partners to ensure a long-term alignment of interests and preserve company culture.

Westbridge Capital promotes a collaborative work environment with a team of experienced professionals in the areas of sales, finance, M&A, legal, HR, and IT. As our company continues to experience significant growth, we are adding new team members who can support Westbridge Capital in achieving its objectives and providing investors with strong returns.

Overview of the Role

Westbridge Capital is hiring a Business Development Associate (Inside Sales) in our Toronto office. BD Associates in the Westbridge sales team serves as a business development specialist playing a key role in promoting and selling Westbridge investment solutions. Your goal will be to prospect a defined territory to make Westbridge investment solutions known and appreciated. This job allows you to have a positive impact on our organization through your prospecting and sales skills. You will work in a collaborative team environment and will receive mentorship and opportunities for skill development.

The successful candidate will work directly with the sales team members to :

• Identify and qualify investment advisors for the sale of Westbridge’s investment solutions.
• Conduct various business development activities, actively participate in prospecting within your territory, and prepare, implement, and evaluate sales campaigns.
• Provide exceptional customer service to new and existing clients and maintain high-quality interactions.
• Participate in training sessions to stay informed about products and the market and be an effective resource person.
• Work as a team with other associates and sales directors to share ideas and increase overall sales success.
• Internal reporting and other sales support tasks as assigned.

Ideal Candidate

You have sound knowledge of the financial markets and can explain complex concepts to clients in an easily understandable way.

You demonstrate exceptional skill in developing client relationships via telephone, as well as strong abilities in prospecting.

You demonstrate effective listening abilities and possess solid written, oral, and presentation communication skills.

Whether collaborating with teams or working autonomously, you consistently demonstrate integrity and a client-focused approach.

You take pride in your organizational skills, managing your time efficiently and balancing multiple priorities without compromising quality.

You proactively seek ways to enhance client satisfaction and business results.

Requirements

Bachelor’s degree in finance or a related field with 3 to 5 years of related experience, or a completed Master’s degree in a related field with two years of relevant experience.

Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC), or commitment to complete them within the first 6 months of employment

A passion for continuous learning is essential, as is the enthusiasm to champion our values both internally and with clients.

Westbridge Capital offers a competitive total compensation package, a dynamic work environment, company sponsored social events and more! We embrace the unique skills of every team member, provide opportunities for growth and development, and align our employees’ success with Westbridge’s success. Learn more about Westbridge Capital.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Business Development and Sales

Industries

Investment Management

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