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

Responsibilities

Sales, Marketing and Relationship Building:

• To manage and develop relationships with IFAs and their support staff
• To maintain and grow business flows from their designated IFA panels
• To deliver against determined sales targets
• To ensure IFA’s have a deep understanding of the philosophy and long-term goals of Allan Gray
• To promote Allan Gray, the products, and services to their IFA panel
• To ensure that the IFA and their support staff are trained on all Allan Gray’s systems and processes.   
• To manage the distribution and supply of all marketing collateral to IFAs.
• Do presentations to IFA’s and their clients when required, 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). 
• To ensure the highest standard of service excellence for all Allan Gray Financial Advisers and Clients.
• To identify trends in the industry, conduct competitor analysis and ensure opportunities are exploited. 

Operations and Administration:

• Strong marketing and relationship building skills. 
• To manage and develop existing and new relationships with IFA’s and their support staff.
• To maintain and grow business flows from their designated IFA panels and deliver against determined production targets.
• To ensure IFA’s understand the philosophy and long-term goals of Allan Gray, promoting all products and services offered. 
• To ensure that the IFA's and their support staff understand Allan Gray systems and processes, providing training to them when required. 
• Present to IFA’s and their clients when required, take responsibility for the efficient co-ordination of events and functions. 
• To ensure the highest standard of service excellence for all Allan Gray financial advisors and clients.
• To identify trends in the industry, conduct competitor analysis and ensure that opportunities are exploited.
• To keep and maintain a record of all management information of the IFA practice, including the structure, business plan and marketing plans. 
• To develop and maintain an annual strategic and business plan and to execute against that plan.
• Solve and manage queries on an on-going basis
• To pro-actively report back to the IFA and support staff on the tracking of all new business, queries, outstanding requirements, assets under management, and all ad hoc requests.
• Report on your progress against targets and tracking of your business plan objectives to the Regional Manager.
• To advise the Regional Manager of any incident that might compromise the values of Allan Gray.
• To arrange visits by the Regional Manager to the panel of IFA's.
• To ensure the cost-effective running of the panel of IFA's.
• To liaise with relevant persons and divisions at Allan Gray head office, to ensure delivery of their responsibilities. 
• To keep and maintain a portfolio of evidence of all daily activities for presentation purposes to a panel of assessors once a year as required by the BDM competency model.

Education

• A relevant business degree with a Certified Financial Planner (CFP) qualification would be advantageous.