Business Development Consultant at Momentum Metropolitan Holdings Limited

Role Purpose    

• Build, maintain and expand relationships with stakeholders in order to increase new business opportunities and support the delivery of an excellent individual and corporate client experience and the achievement of sales targets.

Requirements    

• Matric
• B Degree in Business Management or Marketing or equivalent
• NQF Level 5 Wealth Management or RE5 
• 5-8 years’ experience in corporate business development, corporate client service, marketing or sales environment within a financial services environment (essential)
• 2 -3 years' experience in the medical aid industry (essential)
• Sales experience in the financial services industry (essential)
• Understanding of the financial services industry
• Knowledge of relevant legislation
• Relevant product knowledge
• Knowledge of the Client Value Proposition
• Knowledge of the sales principles and process

Duties & Responsibilities    

INTERNAL PROCESS

• Establish productive, professional relationships with key stakeholders in the various channels.
• Engage with relevant stakeholders to identify opportunity for sales and provide relevant sales support.
• Develop innovative methods to identify and develop new channels and business opportunities.
• Develop plans and tactics for the achievement of sales targets.
• Engage with prospective clients, brokers and intermediaries to determine their financial wellness needs and provide them with clear and accurate information.
• Collaborate with internal stakeholders to translate client requirements into products, solutions and business cases.
• Contribute to and coordinate the solution design process based on client requirements in order to effectively package and market products or solutions to meet clients financial wellness needs.
• Prepare proposals that capture client requirements and the relevant aspects of the product or solution.
• Facilitate presentations, meetings and discussions with key senior stakeholders and to create awareness of the various features and benefits associated with the various products.
• Establish appropriate feedback mechanisms to understand the outcomes of the sales and implementation process.
• Introduce the new business management team to a new client and put in place processes to ensure that new individual business flows are extracted from the client.
• Contribute to the development of product training material for the client.

CLIENT

• Provide authoritative, expertise and advice to clients and stakeholders.Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers, clients and stakeholders.Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.
• Effectively manage time and ensure optimal productivity.
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.

FINANCE

• Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
• Plan and implement a cycle of medium term improvements to drive pricing of services and products.
• Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
• Implement and provide feedback on the effectiveness of financial policy, practice and procedures preventing illegal, unethical or improper conduct.
• Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings. 

Competencies    

• Articulating Information
• Interacting with People
• Generating Ideas
• Seizing Opportunities
• Exploring Possibilities
• Interpreting Data
• Convincing People

Closing Date    

• 2026/02/16