Jobs Career Advice Signup
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Jun 15, 2017
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Glacier by Sanlam focuses on the creation and preservation of wealth, offering a comprehensive collection of financial services aimed at a market who has a distinct need for a variety of investment solutions and select products. Glacier brings together leading industry experts and respected financial services companies on its platform, to meet these clien...
    Read more about this company

     

    Business Development Coordinator GI

    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

    Method of Application

    Interested and qualified? Go to Glacier by Sanlam on www.linkedin.com to apply

    Build your CV for free. Download in different templates.

  • Send your application

    View All Vacancies at Glacier by Sanlam Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail