Business Development Support Consultant (12 months) at Sanlam Group

What will you do?

• To be responsible for providing support and assistance to the Business Development Manager (BDM) with developing and/or increasing Glacier Partners Absa’s market share of retail investment business by delivering on the business strategy. 

Key Outcomes
The following outcomes will be expected to be achieved by the Business Development Support Consultant:
Knowledge and education

• Training Intermediaries support staff on the Glacier Partners Absa’s Product range, administration processes and tools
• Identify training needs to educate and empower the Intermediary Assistants and support staff.
• Drive Digital engagement and adoption with Intermediaries their support staff.
• Building relationships with Intermediaries and support staff

Marketing and Sales initiatives

• Co-ordinate BDM’s Conflict of Interest register 
• Take the Lead to drive marketing campaigns and themes
• Co-ordinate and manage training functions/events 

Targets and inflows

• Assisting the Business Development Manager in servicing Intermediaries in the process of reaching monthly inflow targets on the GPA Product range.  
• Manage and track progress of all business instructions submitted including liaising with the Client Services teams to assist with administration of cases. Supplying ongoing feedback to the BDM team.
• Assisting with GPA proposals, quotations, and tools
• Draw and interpret Business Intelligence reports to identify areas of opportunity and improvement

Administrative support

•  Attending to office administration (preparing documentation, overall smooth flow of day-to-day tasks)
• Attending to general day-to-day tasks associated with supporting the Business Development Manager when dealing with clients and intermediaries
• Telephone enquiries and written communication
• Assisting clients/intermediaries with all queries
• Distribution of marketing materials (application forms, brochures)
• Managing the BDM’s Intermediaries Database 
• Work closely with BDM’s in the team to communicate about panels and distribute tasks accordingly to maximize productivity and know where pressure points are to be addressed.

Qualifications and experience

• Relevant B Degree preferable
• CFP preferable
• Relevant financial/ investment qualification
• Valid Driver’s License and own reliable vehicle
• MS Office suite (intermediate level)
• Knowledge of economic principles, environment and investment products 
• Excellent telephone etiquette
• Stakeholder management