Junior Business Development Manager

  • Full Time
  • La Lucia, KwaZulu Natal, South Africa

Sanlam Group

Junior Business Development Manager

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Date: 19-Oct-2020

Location:

La Lucia, KwaZulu Natal, South Africa

Company:
Sanlam Group

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs.  We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.  Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

The Junior 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.

What will make you successful in this role?

Key outcomes

The following outcomes will be expected to be achieved by the Junior Business Development Manager:
• To attract new business and increase retention of existing investment business
• To service and support Independent Financial Advisors (brokers), IFA groups (corporates), the Administration support staff of these businesses and the Sanlam Broker Services support structures to these intermediaries
• To ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
• To develop and implement a regional business plan for the Intermediary portfolio (sales volumes, investment education and training, marketing and client services – administration)
• To supply accurate investment, product, fund, service’s and investor information
• To train and develop the Intermediary’s, Intermediary’s support staff and Sanlam Distribution Support Structures
• 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 co-ordinate and maintain effective SLA’s with all relevant stakeholders
• To ensure adherence to all regulatory requirements (e.g. FAIS, FICA)
• Assisting the Snr Business Development Manager in servicing Intermediaries in the process reaching monthly inflow targets
• Co-ordinate and manage training functions/events and fund manager presentations
• Training Intermediaries /IFA’s and their assistants regarding the administration side of investment products & IT systems
• Managing the Intermediaries Database
• Assisting with Glacier proposals, quotations, ICE, and related tools
• Attending to general day-to-day tasks associated with supporting the Sales Manager when dealing with clients and intermediaries (Intermediaries) i.r.o
– Telephone enquiries and written communication
– Assisting clients/intermediaries with processes & business
– Distribution of marketing materials (application forms, brochures)
• Attending to office administration (co-ordinating of sales/marketing interventions , preparing documentation, overall smooth flow of day-to-day tasks)
• Building  and maintaining relationships with all stakeholders
• Traveling across the entire region is an essential part of this functional role

Qualifications and experience

• Relevant financial/ investment qualification (Financial tertiary qualification and CFP)
• 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

Qualification and Experience
Degree or Diploma with 4 to 6 years related experience.
Knowledge and Skills
New business development concepts
Influence the execution of BAU
Change Management
Business Planning
Assist with strategic business development plan
Personal Attributes
Plans and aligns – Contributing through others
Decision quality – Contributing through others
Business insight – Contributing through others
Interpersonal savvy – Contributing through others
Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies
Cultivates innovation – Contributing through others
Customer focus – Contributing through others
Drives results – Contributing through others
Collaborates – Contributing through others
Being resilient – Contributing through others
Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Should you not hear from us within 30 days after closing date, please assume that your application has been unsuccessful.
Glacier is committed to excellence and striving towards Employment Equity.
For more information, visit www.glacier.co.za

CLOSING DATE: 2 OCTOBER 2020

 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group’s Employment Equity plan and targets will be considered as part of the selection process.




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