Senior Business Development Manager: Investment Channel at Sanlam Group

What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?
The following outcomes will be expected to be achieved by the Snr Business Development Manager:

Targets and inflows

•   To service an existing Glacier supporting intermediary client base
•   To source and introduce new intermediaries to Glacier
•   To support and collaborate with all the relevant Glacier and Sanlam Group stakeholders
•   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. POPIA)

Growing the business

•   To develop and implement a holistic portfolio business plan for the Glacier 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 Glacier Investment Channel, the intermediary, and the various Glacier and Sanlam Group product and service providers

Knowledge and education

•    To develop an intermediary’ portfolio, educate and equip - through practical application, the intermediary and practice support staff on all Glacier and Sanlam Single Premium Investment Solutions (Local | International | Life Investments | DFM          platforms)
•   To enable and facilitate the use of Glacier’s digital strategy/tools such as the Web and Investment Hub.
•   To supply accurate investment, product, fund, operational services and investor information
•   To identify, supply and facilitate intermediary needs including technical information, technology  functionality, reporting and practice profitability

Marketing and Sales initiatives

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

People Practices

•   To manage the Business Development Coordinator    
•   To co-ordinate and maintain effective Service Level Agreements with all relevant stakeholders (internal and external)

Qualification and Experience

• Appropriate Financial Degree with 3 to 6 years related experience.
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills

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

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Builds networks - Contributing independently