Business Analyst: Distribution Business Solutions at Sanlam Group

The role of the Business Analyst is to ensure the smooth and effective running of relevant intermediary (electronic) tools and applications, ease of use of relevant tools and applications, as utilised by the intermediary, thus enhancing the intermediary’s experience - as well as the end-user customer’s experience. The role is also responsible to reduce and prevent any advice risk associated with the use of system tools and applications by the intermediaries and to manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified or suggested. The role also manage and take ownership of allocated projects/tasks, as well as assigned resources.

What will make you successful in this role?

• Identify & define business requirements for new business models or changes to existing models, including application requirements, Business Requirements Specification (BRS) & test cases
• Analyse & design new business processes
• Define & design changes to existing processes as required & ensure integration of changes into process environment
• Work with the Application manager, architects & other team members to define non-functional requirements (including metrics & performance goals) for the application
• Participate in transitioning the requirements to systems analysts & designers, and ensure a clear & complete understanding of the requirements
• Participate in quality management reviews throughout the SDLC to ensure requirements are fulfilled
• Perform testing to ensure that business requirements have been met

Qualification & Experience

• Relevant diploma or degree
• Business Analyst qualification will be advantageous
• CFP qualification will be advantageous
• At least 5 years related experience within Financial Services

Knowledge & Skills

• MS: Office (Excel, Word, PP)
• Sound financial services industry knowledge/context
• Financial Product knowledge / Product life cycle knowledge
• Sales advice processes/steps/standards/guidelines
• Sales tools, calculators and aids
• Content management processes and guidelines
• Financial services compliance legislation/regulations (incl. FAIS, TCF, PPI etc.)
• Sales processes
• A good understanding of the system development life cycle