Business Development Manager | IFA Distribution | Pretoria at Allan Gray Proprietary Limited

Job Description

• As a Business Development Manager (BDM), you will report to the Regional Manager and be responsible for maintaining and growing a panel of Financial Advisers in the Pretoria region. Through marketing, service delivery and product knowledge, the BDM is expected to achieve certain sales targets as determined by the Regional Manager.

Responsibilities
Sales, Marketing and Relationship Building 

• Manage and develop relationships with IFAs and their support staff that will lead to mutually beneficial outcomes
• Maintain and grow business flows from designated IFA panels for both the Allan Gray Manco and Platform
• Deliver against determined sales targets
• Ensure IFAs have a deep understanding of the Allan Gray investment philosophy, platform value proposition and long-term goals of Allan Gray
• Promote Allan Gray, its products, funds and services
• Ensure IFAs and support staff are trained on Allan Gray systems and processes
• Manage distribution of marketing collateral
• Conduct presentations to IFAs and clients when required
• Coordinate and oversee IFA presentations and events
• Ensure the highest standard of service excellence
• Identify industry trends and conduct competitor analysis

Operations and Administration

• Maintain records of IFA practice information including structure and plans
• Develop and execute annual strategic and business plans
• Manage IFA / client queries on an ongoing basis
• Track new business, assets under management, and outstanding requirements
• Report progress against targets to the Regional Manager
• Escalate incidents that may compromise Allan Gray values
• Arrange Regional Manager visits to IFAs
• Ensure cost-effective panel operations
• Liaise with Allan Gray head office divisions
• Maintain a portfolio of evidence for annual assessment

Experience and competencies

• Experience in financial services, client service or distribution
• Strong interpersonal and leadership skills
• Self-motivated, resilient, and action-oriented
• High integrity and confidentiality
• Ability to manage stress and shifting priorities

Education

• Relevant business degree
• Certified Financial Planner (CFP) qualification advantageous