Business Development Manager at Sanlam Group

What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
• Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.
• Undertake these activities within a compliant and ethical manner which results in the building and sustaining the business.

What will make you successful in this role?

• Formulate clear strategic objectives and a business plan for specific client area.
• Work closely with the Head of the business and broader Graviton team to develop client sales and retention strategies.
• Actively use and leverage capability of a cluster wide CRM.
• Understand client needs and identify appropriate 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 Graviton simply and effectively to the range of current client and prospective clients.
• Act as the key interface between the client and Graviton and support stakeholders.

Qualification and Experience

• Undergraduate degree, preferably commercial (e.g. B.Com, 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 financial services, experience in investment sales would advantageous
• Good understanding of investment principles, financial instruments and unit trusts
• Strong understanding of the segment landscape, different players and key needs
• An existing network of retail financial advisors an advantage
• Experience in either retail platform/LISP distribution or retail asset manager distribution
• DFM distribution/portfolio management experience an advantage.

Technical & Behavioral Competencies

• Deep knowledge of self, Graviton, the client, the context.
• Strong technical knowledge of products and solutions.
• Ability to develop and manage committed relationships.
• Ability to engage with all stakeholders and connect with their priorities in order to build relevant solutions, clarify issues, challenge assumptions and influence outcomes.
• Deep understanding of the dynamics of the market and ability to “close the deal”.
• Strong market facing presence.
• Technical aptitude and product knowledge.
• Decision quality - making good and timely decisions that keep the organisation moving forward.
• Financial (business) acumen - Interpreting and applying understanding of key financial indicators to make better business decisions.
• Business insight - applying knowledge of business and the marketplace to advance the organisation’s goals.
• Communicates effectively - developing and delivering multi-mode communications that convey a clear understanding of the unique needs of the different audiences.

Knowledge and Skills

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