Business Development Manager

SUMMARY:
Business Development Manager - Investments

POSITION INFO:

Business Development Manager

Cape Town

Prospecting, sourcing, developing, and maintaining a specialised Investment Intermediary portfolio, and developing and/or increasing Group’s market share of retail investment business from this portfolio, whilst delivering on the Investment Channel Strategy.

Key outcomes

The following outcomes will be expected to be achieved by the Business Development Manager:

Targets and inflows

To source and introduce new Intermediaries

To attract new business and increase retention of existing investment business

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)

Growing the business

To develop and implement a regional business plan for the Investment Channel (sales volumes, investment education and training, marketing and client services – administration)

Implementing an Intermediary support model to facilitate effective and efficient support between the Channel, the Broker and the various Group product providers

Knowledge and education

To train and develop the Intermediary’s and Intermediary’s support staff

To train and facilitate the use of digital strategy/tools such as the Web and Investment Hub.

To supply accurate investment, product, fund, service’s and investor information

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 manage the Business Development Coordinator

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

Qualifications and experience

Relevant financial / investment qualification (Financial tertiary qualification on Honours level is recommended)

CFP is advantageous

At least 3 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 and trends

Valid drivers’ license and own reliable vehicle

Competencies

Client focus

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

Attributes

Positive, can do attitude with high self confidence levels

Honesty, integrity and respect

Ability to work independently and within a team

Persuasive 

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