Business Development Manager Gauteng

Job Purpose 

The Business Development Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialized Investment Intermediary portfolio, and developing and/or increasing Sanlam Group’s market share of retail investment business from this portfolio, whilst delivering on the Glacier Partner Absa (GPA) Investment Channel strategy. This role will be responsible for servicing Johannesburg and surrounding areas.

Key Outcomes

Targets and inflows

To service an existing GPA supporting Intermediary client base To source and introduce new Intermediaries to Glacier To support and collaborate with all the relevant Broker Corporate Businesses and Independent Intermediary businesses To attract new business and increase retention of existing investment business for the GPA Local, Glacier International, Structured and Guaranteed Products To ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio To ensure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA. POPIA)

Growing the business

To develop and implement a business plan for the GPA (sales volumes, investment education and training, marketing, and client services – administration, digital usage of GPA system, and growing the support base) Implementing an Intermediary support model to facilitate effective and efficient support between GPA, the Broker, and the various product and service provider

Knowledge and education

To train, educate, and develop the Intermediary’s and Intermediary’s support staff on all GPA (Local | International | Structured Products | Guaranteed Products) To train and facilitate the use of GPA’s digital strategy/tools and EI. To supply accurate investment, product, fund, services and investor information To facilitate or identify Intermediary needs – technical information, technology, reporting and developing a profitable practice

Marketing and Sales initiatives

To support investment projects and campaigns (marketing support) To participate in investment product implementation (presentations, product development & client service support)

People Practices

To co-ordinate and maintain effective SLA’s with all relevant stakeholders (internal and external)

Relevant financial / investment qualification (Financial tertiary qualification on Honours level is recommended) CFP FAIS exam is advantageous At least 8 to 10 years’ experience in a financial distribution environment (Linked Service Provider and/or Investment Management Company is recommended) in a similar role Supporting and developing of intermediary (IFA) practices Proven Sales related success and track record Technical knowledge about retail investments, retail investment industry  Valid drivers’ license and own reliable vehicle

Competencies

Client focus (client-centricity)   Strong relationship building ability Collaborates                       Cultivates Innovation Being resilient Drive Results                      Leadership / Management Skills Effective written and verbal communication and presentation skills Entrepreneurial Skills Ability to work under pressure  Lateral thinking and problem-solving capabilities Educating people capabilities               

Attributes

Positive, can-do attitude with high self confidence levels Passion and high-performance orientation    Honesty, integrity and respect Ability to work independently and within a team Persuasive

What will make you successful in this role?

Degree or Diploma with 7 to 8 years related experience.

Knowledge and Skills

Strategic sales and client retention and acquisition planning Drive sales and profitability Expense, risk and compliance management Partnership, network and new markets development Management of Employees