Business Development Coordinator -Pretoria at Sanlam Group

What will you do?

• To be responsible for providing support and assistance to the Business Development Manager’s (BDM’s) with developing and/or increasing Sanlam Group’s market share of retail investment business in the Pretoria IFA market, whilst delivering on the Glacier Investment Channel and Sales Channel Strategy.

What will make you successful in this role?
Knowledge and education

• Travelling to and training Intermediaries Assistants, Intermediaries Broker Consultants, Intermediaries Office Personnel and Intermediaries on Glacier products, the Investment Hub and web
• Identify training needs to educate and empower the Intermediary Assistants
• Drive Digital engagement with Intermediaries Assistants
• Building relationships with Intermediaries Assistants, Intermediaries Broker Consultants, Intermediaries Office Personnel and Intermediaries.

Marketing and Sales initiatives

• Co-ordinate BDM’s annual marketing budget and Conflict of Interest register 
• Take the Lead to drive marketing campaigns and themes
• Co-ordinate and manage training functions/events and fund manager presentations 

Targets and inflows

• Assisting the Business Development Manager in servicing Intermediaries in the process reaching monthly inflow targets across all 3 product lines being LISP, Life and Glacier International.  
• Manage and track progress of all new business submitted including liasing with Life and Glacier International BDC’s to assist with administration of cases.
• Assisting with Glacier proposals, quotations, ICE and tools
• To ensure intermediaries adhere to all regulatory requirements (e.g. FAIS, FICA)
• Draw and interpret Business Intelligence reports to identify areas of opportunity and improvement

Administrative support

• Attending to office administration (co-ordinating of managers diary, preparing documentation, overall smooth flow of day-to-day tasks)
• Attending to general day-to-day tasks associated with supporting the Business Development Manager when dealing with clients and intermediaries (Intermediaries/ IFA) i.r.o

1. Telephone enquiries and written communication
2. Assisting clients/intermediaries with processes & business
3. Distribution of marketing materials (application forms, brochures)

Managing the Intermediaries Database

• Work closely with other BDC’s in the team to communicate about panels and distribute tasks accordingly to maximize productivity and know where pressure points are to be addressed.
• Support the Regional BDC Manager 

Qualifications and experience

• Valid Driver’s License and own reliable vehicle
• MS Office suite (intermediate level)
• Knowledge of economic principles, environment and investment products 
• Excellent telephone etiquette 

Qualification and Experience

• Degree or Diploma with 2 to 4 years related experience.

Knowledge and Skills

• Technical advice and support
• Assist with production target achievement
• Compliance
• Partnership and network building

Personal Attributes

• Business insight - Contributing independently
• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Plans and aligns - Contributing independently