Job Purpose<\/p>\n
\tThe Business Development Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Intermediary portfolio, and developing and\/or increasing Sanlam Group\u2019s market share of retail investment business from this portfolio, whilst delivering on the Glacier Partner Absa (GPA) Investment Channel strategy.
\n\tThis role will be responsible for servicing Johannesburg and surrounding areas.<\/p>\n
Key Outcomes<\/p>\n
The following outcomes will be expected to be achieved by the Business Development Manager:<\/p>\n
Targets and inflows<\/p>\n
\tService an existing GPA supporting Intermediary client base
\n\tSource and introduce new Intermediaries to Glacier
\n\tSupport and collaborate with all the relevant Broker Corporate Businesses and Independent Intermediary businesses
\n\tAttract new business and increase retention of existing investment business for the GPA Local, Glacier International, Structured and Guaranteed Products
\n\tEnsure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
\n\tEnsure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA. POPIA)<\/p>\n
Growing the business<\/p>\n
\tDevelop and implement a business plan for the GPA (sales volumes, investment education and training, marketing, and client services \u2013 administration, digital usage of GPA system, and growing the support base)
\n\tImplementing an Intermediary support model to facilitate effective and efficient support between GPA, the Broker, and the various product and service provider<\/p>\n
Knowledge and education<\/p>\n
\tTrain, educate, and develop the Intermediary\u2019s and Intermediary\u2019s support staff on all GPA (Local | International | Structured Products | Guaranteed Products)
\n\tTrain and facilitate the use of GPA\u2019s digital strategy\/tools and EI.
\n\tSupply accurate investment, product, fund, services and investor information
\n\tFacilitate or identify Intermediary needs \u2013 technical information, technology, reporting and developing a profitable practice<\/p>\n
Marketing and Sales initiatives<\/p>\n
\tSupport investment projects and campaigns (marketing support)
\n\tParticipate in investment product implementation (presentations, product development & client service support)<\/p>\n
People Practices<\/p>\n
\tCo-ordinate and maintain effective SLA\u2019s with all relevant stakeholders (internal and external)<\/p>\n
Qualifications and Experience<\/p>\n
\tRelevant financial \/ investment qualification (Financial tertiary qualification on Honours level is recommended)
\n\tCFP
\n\tFais exam is advantageous
\n\tAt least 5 years\u2019 experience in a financial distribution environment (Linked Service Provider and\/or Investment Management Company is recommended) in a similar role
\n\tSupporting and developing of intermediary (IFA) practices
\n\tProven Sales related success and track record
\n\tTechnical knowledge about retail investments, retail investment industry
\n\tValid drivers\u2019 license and own reliable vehicle<\/p>\n
Competencies<\/p>\n
\tClient focus (client-centricity)
\n\tStrong relationship building ability
\n\tCollaborates
\n\tCultivates Innovation
\n\tBeing resilient
\n\tDrive Results<\/p>\n
Leadership \/ Management Skills<\/p>\n
\tEffective written and verbal communication and presentation skills
\n\tEntrepreneurial Skills
\n\tAbility to work under pressure
\n\tLateral thinking and problem-solving capabilities
\n\tEducating people capabilities<\/p>\n
Attributes<\/p>\n
\tPositive, can-do attitude with high self confidence levels
\n\tPassion and high-performance orientation
\n\tHonesty, integrity and respect
\n\tAbility to work independently and within a team
\n\tPersuasive<\/p>\n
What will make you successful in this role?<\/p>\n
Qualification and Experience<\/p>\n
\tDegree or Diploma with 5 years related sales experience.<\/p>\n
Knowledge and Skills<\/p>\n
\tStrategic sales and client retention and acquisition planning
\n\tDrive sales and profitability
\n\tExpense, risk and compliance management
\n\tPartnership, network and new markets development
\n\tManagement of Employees<\/p>\n
Personal Attributes<\/p>\n
\tPersuades – Contributing through others
\n\tManages complexity – Contributing through others
\n\tBusiness insight – Contributing through others
\n\tDecision quality – Contributing through others<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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