Business Development Manager | IFA Distribution | Kwazulu Natal at Allan Gray Proprietary Limited

Job Description

The candidate will report to the Regional Manager and will be responsible for maintaining and growing a panel of Financial Advisers in the Durban (Kwazulu Natal) region. As a result of their marketing, service delivery and product knowledge be expected to achieve certain sales targets as determined by the Regional Manager.

Responsibilities

• To maintain and grow business flows from their designated IFA panels
• To deliver against determined sales targets
• To ensure an understanding by their IFAs of the philosophy and long term goals of Allan Gray
• To manage the distribution and supply of all marketing collateral to IFAs.
• Do presentations to IFA’s and their clients when required to do so, and to take responsibility for the efficient co-ordination of the events
• Arrange and over-see the co-ordination of IFA Presentations (In house/externally) – venues, presentations, marketing material, etc
• Strong marketing and relationship building skills
• To manage and develop existing and new relationships with IFA’s and their support staff.
• To manage and develop existing and new relationships internally with the necessary stakeholders.
• To maintain and grow business flows from their designated IFA panels.
• To deliver against determined production targets.
• To ensure an understanding by their IFA’s of the philosophy and long term goals of Allan Gray and to promote Allan Gray, all the products and services offered.
• To ensure that the IFA and support staff is aware of and well versed in all Allan’s systems and processes and to provide ongoing training them.
• Do presentations to IFA’s and their clients when required to do so and to take responsibility for the efficient co-ordination of events and functions.  This includes arranging / overseeing the coordination of the IFA presentations. In-house and externally. Venues, presentations, marketing material etc.
• To ensure the highest standard of service excellence for all Allan Gray financial advisors and clients.
• To identify trends in the industry and to gather competitor intelligence and to take steps to ensure threats are countered and opportunities are exploited.
• To understand your own SWOT and that of your IFA’s and how to utilize this information to add value for the best possible outcome. 

Requirements

• Ideally the successful candidate for this role should have experience in client service or distribution within the financial services industry, along with leadership qualities, strong interpersonal skills, with the ability to inspire, motivate and secure commitment from clients.
• Should be self-motivated, action orientated and resilient.
• The candidate should have a friendly and diplomatic nature, possessing sufficient maturity to speak confidently and with empathy to intermediaries and clients, many of whom may be senior executives.
• The highest standards of personal integrity and ability to maintain confidentiality is essential.
• The candidate, whilst needing to be able to cope with shifting priorities will need to ensure conformity with processes and rules.
• The job requires someone who is emotionally mature, energetic, flexible, self-managed, self-motivated, action orientated and who enjoys working in a team environment.
• The candidate should have a passion for people, able to use their initiative, and be willing to go the extra mile
• The candidate should be able to work under stress, while retaining composure and focus.

Education

Formal qualifications or relevant experience - relevant business degree (CFP) or job related experience.