Business Development Manager at DAV Professional Placement Group

Job Purpose:

• The Business Development Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialized Investment Intermediary portfolio. The goal is to increase market share of retail investment business from this portfolio while delivering on the strategy. This role covers Cape Town and surrounding areas. 

Key Outcomes:
Targets and Inflows:

• Service an existing GPA supporting Intermediary client base.
• Source and introduce new Intermediaries
• Support and collaborate with relevant Broker Corporate and Independent Intermediary business structures.
• Attract new business and increase retention of existing investment business for GPA Local, International, Structured, and Guaranteed Products.
• Ensure profitable annual sales volumes and monthly targets are met.
• Ensure intermediaries adhere to all regulatory requirements (e.g., FAIS, FICA, POPIA).

Growing the Business:

• Develop and implement a business plan for GPA.
• Implement an Intermediary support model to facilitate effective and efficient support between GPA, the Broker, and various product and service providers.

Knowledge and Education:

• Train, educate, and develop Intermediaries and their support staff on all GPA products.
• Facilitate the use of GPA's digital strategy/tools.
• Provide accurate investment, product, fund, services, and investor information.
• Identify and address Intermediary needs.

Marketing and Sales Initiatives:

• Support investment projects and campaigns.
• Participate in investment product implementation.

People Practices:

• Coordinate and maintain effective SLAs with all relevant stakeholders.

Qualifications and Experience:

• Relevant financial/investment qualification (Honours level recommended).
• CFP certification.
• FAIS exam is advantageous.
• At least 5 years' experience in a financial distribution environment.
• Experience in supporting and developing intermediary (IFA) practices.
• Proven sales success and track record.
• Technical knowledge about retail investments and the retail investment industry.
• Valid driver's license and own reliable vehicle.

Competencies:

• Client focus (client-centricity).
• Collaboration.
• Innovation.
• Resilience.
• Results-driven.
• Leadership/Management skills.
• Effective communication and presentation skills.
• Entrepreneurial skills.
• Ability to work under pressure.
• Lateral thinking and problem-solving capabilities.
• Educating people capabilities.

Attributes:

• Positive, can-do attitude with high self-confidence levels.
• Passion and high-performance orientation.
• Honesty, integrity, and respect.
• Ability to work independently and within a team.
• Persuasive.