Business Development Manager at Sanlam Group

What will you do?

• The Business Development Manager will be responsible for developing and maintaining an Investment Intermediary portfolio  and increasing Sanlam Group’s market share of retail investment business from this portfolio, and delivering on the Glacier Strategy.

What will make you successful in this role?

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

• To attract new business and increase retention of existing investment business
• Source and introduce new Intermediaries to Glacier
• To ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
• To further develop and grow the regional business from the SanlamConnect Tied Force (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 Intermediary and the various Sanlam Group product providers
• To supply accurate investment, product, fund, service’s and investor information
• To train and develop the Intermediary’s and Intermediary’s support staff
• To support investment projects and campaigns (marketing support)
• To participate in investment product implementation (presentations, product development & client service support)
• To facilitate or identify Intermediary needs – technology, reporting and developing a profitable practice
• To manage the Business Development Coordinator    
• To co-ordinate and maintain effective SLA’s with all relevant stakeholders
• To ensure adherence to all regulatory requirements (e.g. FAIS, FICA)
• To train and facilitate the use of Glacier’s digital strategy/tools such as the Web and Investment Hub.

Qualifications and experience

• Relevant financial/ investment qualification (Financial tertiary qualification)
• 3 –5 years’ experience in a financial distribution environment
• 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;

• Resilience and Tenacity (sales environment)
• Building and Maintaining Relationships 
• Leadership / Management Skills
• Contributing to Team Success
• Performance / Target Driven
• Client Service Orientation
• Effective written and verbal communication and presentation skills
• Impact & Influence
• Innovative Thinking
• Entrepreneurial Skills
• Problem-solving
• Ability to work under pressure 

Attributes

• Positive, can do attitude with high self confidence levels
• Honesty, integrity and respect
• Ability to work independently

Qualification and Experience

• Degree with 3 to 4 years related experience

Knowledge and Skills;

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations