Business Development Consultant - Cape Town at Momentum Metropolitan Holdings Limited

Requirements

• Matric
• B Degree in Business Management or Marketing or equivalent
• 3 - 5 years experience in corporate business development, corporate client service, marketing or sales environment within a financial services environment (essential)
• Sales experience in the financial services industry (essential) 
• Understanding of the financial services industry
• Knowledge of relevant legislation
• Relevant product knowledge
• Knowledge of the Client Value Proposition
• Knowledge of the sales principles and process

Duties & Responsibilities

INTERNAL PROCESS

• Establish productive, professional relationships with key stakeholders in the various channels.
• Engage with relevant stakeholders to identify opportunity for sales and provide relevant sales support.
• Develop innovative methods to identify and develop new channels and business opportunities.
• Develop plans and tactics for the achievement of sales targets.
• Engage with prospective clients, brokers and intermediaries to determine their financial wellness needs and provide them with clear and accurate information.
• Collaborate with internal stakeholders to translate client requirements into products, solutions and business cases.
• Contribute to and coordinate the solution design process based on client requirements in order to effectively package and market products or solutions to meet clients financial wellness needs.
• Prepare proposals that capture client requirements and the relevant aspects of the product or solution.
• Facilitate presentations, meetings and discussions with key senior stakeholders and to create awareness of the various features and benefits associated with the various products.
• Establish appropriate feedback mechanisms to understand the outcomes of the sales and implementation process.
• Introduce the new business management team to a new client and put in place processes to ensure that new individual business flows are extracted from the client.
• Contribute to the development of product training material for the client.

CLIENT

• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers, clients and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.
• Effectively manage time and ensure optimal productivity.
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.

FINANCE

• Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• Plan and implement a cycle of medium term improvements to drive pricing of services and products.
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
• Investigate reported wilful acts of noncompliance to organisation policy and practice and report on findings.