Business Development Manager (JHB) at Sanlam Group

What will you do?

• Formulate clear strategic objectives and a business plan for specific client area
• Work closely with the Head of the Business and other Account Managers, in terms of developing client strategy and plans (i.e. sales and retention strategies)
• Actively use and leverage capability of a cluster wide CRM
• Understand client needs in order to identify appropriate products and solutions
• Actively manage key client relationships focusing on growing and developing existing clients together with generating new business
• Influence overall profitability of client area by meeting targets
• Position and package Amplify simply and effectively to the client area
• Act as the key interface between the client and Amplify as well as an Amplify brand ambassador
• Prepare and deliver selling presentations and client feedback reports

What will make you successful in this role?

• Undergraduate degree, preferably commercial (e.g. BCom, B.Bus.Sc), unless qualified by extensive experience and track record
• Relevant postgraduate qualification would be advantageous (e.g. CFA, CFP)
• At least 5 years' experience in investment sales
• Deep understanding of investment principles, financial instruments and unit trusts
• Strong understanding of the segment landscape, different players and key needs

Qualification and Experience

• Degree or Diploma with 8 years related experience.

Knowledge and Skills

• Technical advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Business plan development and implementation

Personal Attributes

• Business insight - Contributing strategically
• Persuades - Contributing strategically
• Manages complexity - Contributing strategically
• Plans and aligns - Contributing strategically