Business Development Coordinator GI at Glacier by Sanlam

Job description

Job purpose

To be responsible for giving support to the Regional Manager.

Key outcomes

The following outcomes will be expected to be achieved by the Business Development Co-ordinator:

• Assisting the Regional Manager in servicing brokers and in the process reaching monthly inflows targets
• Assisting Business Development with product training to Broker Assistants, Broker Consultants, Broker Office Personnel and Brokers.
• Travelling to and training of Broker’s/IFA’s and their assistants regarding the administration side of investment products and IT systems eg. proposals and quotations
• Managing the Broker Database
• Performing Toolbox analysis for Brokers
• General day-to-day tasks associated with supporting the Regional Manager when dealing with clients and Intermediaries (Brokers/IFA)
• Telephone enquiries and written communication
• Assistance to Client/Intermediaries with regards any business queries
• Distribution of Marketing Materials i.e. application forms and brochures
• Office Administration (co-ordinating of Managers’ diary, preparing documentation, as well as overall smooth flow of day-to-day tasks)

Qualifications and experience

• Grade 12 with 1-2 years’ experience in a similar role within the investment / collective investment service industry
• Preference will be given to candidates with a tertiary qualification/CFP/RFP 1/2/3
• Knowledge of economic principles, environment and investment products
• Exposure of the Investments/Sales Environment
• Knowledge of Unit Trust and Linked Products
• Valid Driver’s License
• Communication and presentation skills (written & verbal)

Competencies

• Building and Maintaining Relationships
• Attention to detail
• Influencing and gaining commitment
• Contributing to Team Success
• Conflict Resolution
• Analytic thinking and Problem Solving
• Client service Services Orientation
• Planning and Organising
• Excellent Decision Making Skills
• Excellent Telephone Etiquette
• Enthusiasm / Proactive

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Resilience