Business Development Manager at Sanlam Group

What will you do?

The Business Development Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Intermediary portfolio and developing and/or increasing Sanlam Group’s market share of retail investment business from this portfolio, and delivering on the Glacier Sales and Investment Channel Strategy.

What will make you successful in this role?

The following outcomes will be expected to be achieved by the Business Development Manager:

• To source and introduce new Intermediaries to Glacier
• To attract new business and increase retention of existing investment business
• To ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
• To develop and implement a regional business plan for the Glacier Sales and Investment Channel (sales volumes, investment education and training, marketing and client services – administration)
• Implementing an Intermediary support model to facilitate effective and efficient support between the Channel, the Broker and the various Sanlam Group product providers
• To supply accurate investment, product, fund, service’s and investor information
• To train and develop the Intermediary’s and Intermediary’s support staff
• To support investment projects and campaigns (marketing support)
• To participate in investment product implementation (presentations, product development & client service support)
• To facilitate or identify Intermediary needs – technology, reporting and developing a profitable practice
• To manage the Business Development Coordinator    
• To co-ordinate and maintain effective SLA’s with all relevant stakeholders
• To ensure adherence to all regulatory requirements (e.g. FAIS, FICA)
• To train and facilitate the use of Glacier’s digital strategy/tools such as the Web and Investment Hub.

Qualifications and experience

• Relevant financial / investment qualification (Financial tertiary qualification on Honours level is recommended)
• CFP is recommended 
• Supporting and developing of intermediary (IFA) practices
• Proven Sales related success and track record
• Technical knowledge about retail investments, retail investment industry and trends
• Valid drivers’ license and own reliable vehicle

Qualification and Experience

• Degree or Diploma with 6 to 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

Closing Date: 6th, June 2022