Business Development Coordinator at Sanlam Group

Job Purpose

• To provide support and assistance to the Business Development Manager(s) nationally; and to develop and/or increase Glacier Invests’ market share of retail investment business in the IFA market.
• The successful candidate will be responsible for contributing to the regional, provincial, and national distribution and sales strategy implementation. The position is based in Tyger Valley. Traveling in the area of responsibility for this role is required.

Key Outcomes

The following outcomes will be expected to be achieved by the Business Development Coordinator:

Knowledge and Education

• Training intermediaries’ assistants, intermediaries’ office personnel and intermediaries on all Glacier Invest related systems i.e. Website, Smartportfolio, etc. This is a dynamic requirement.
• Identify training needs to educate and empower the intermediary assistants, intermediaries’ office personnel and intermediaries through interactions in support of BDMs. 
• Drive Digital engagement with intermediaries’ assistants to improve the digital platforms utilization.
• Building relationships with intermediaries’ assistants, intermediaries office personnel and intermediaries.

Marketing and Sales initiatives

• Support the Business Development Managers (BDMs) in the execution of their functional sales roles, tasks and activities.
• Co-ordinate BDMs annual marketing budget.
• Support the drive of marketing campaigns and projects with BDMs.
• Co-ordinate and manage functions/events and fund manager presentations. 
• Maintaining stock levels of marketing material (brochures).

Targets and inflows

• Assisting the National Business Development Manager in servicing intermediaries in the process reaching annual inflow targets across all distribution strategies (IFA / SFA / SFP) locally, globally and OTS.  
• Assisting with fund/solution comparisons.
• 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 Managers when dealing with clients and intermediaries (Intermediaries/ IFA) i.r.o. the following but not limited to:

• Telephone enquiries and written communication,
• Assisting clients/intermediaries with processes & business,
• Distribution of marketing materials (application forms, brochures).
• Managing the intermediaries’ database (CRM).
• Work closely with other BDM’s & CSO’s in the team to communicate about panels and distribute tasks accordingly to maximize productivity and know where pressure points are to be addressed.
• Managing of office equipment, ordering, invoicing and maintenance.
• Facilitate the CPD process with the training team.

Qualifications and Experience

• B-Com and relevant financial/ investment qualification.
• At least 3 years’ experience in a similar role within the investment / collective investment service industry.
• Valid driver’s license and own reliable vehicle.
• MS Office suite (intermediate level).
• Knowledge of economic principles, environment and investment products. 
• Excellent telephone/Teams etiquette. 

Competencies

• Client-centric focus and application
• Educating and teaching capabilities
• Self-driven and takes and demonstrates initiative
• Budget conscious
• Cultivates innovation
• Collaborates
• Resilient / Grit
• Drive results
• Attention to detail and accuracy
• Conflict resolution
• Swift query resolution
• Analytical thinking and problem solving 
• Planning and organising 
• Communication and presentation skills (written & verbal)

Attributes

• Positive, enthusiastic, and can-do attitude 
• Willingness to proactively learn and ensure self-development to the high standard expected by the company
• Uphold and live the Glacier values and culture
• Team player
• Ability to thrive under pressure
• Honesty, integrity and respect
• Self-directed and disciplined deliver on quality outcomes
• Ability to work independently and report into a matrix management structure

What will make you successful in this role?

Qualification and Experience

• Degree or Diploma with 3 to 4 years related experience.

Knowledge and Skills

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