Business Development Support - Somerset West at Helderberg Personnel

Key Duties and Responsibilities:

Business Development Manager Support:

• Constant management of the CRM systems to ensure account and contacts are established loaded correctly loaded, current and accurate
• Take responsibility for administering the Terms of Business process for all new Independent Contractors relationships and liaise with all relevant parties
• Working with Marketing to ensure the allocation of prospects to IBC’s resulting from lead generation initiatives
• Supporting IBC’s at events and networking with Independent Contractors and data collection and follow up
• Assist IBC’s with general support around information requests around products or technical queries
• Assisting with the preparation of presentations and pitches for prospective Contractors

Relationship Management & Servicing:

• Assist in establishing and maintaining effective relationships with Contractors via email, phone, and in-person and running and Hospitality Program
• Take responsibility for ensuring Contractors are trained or have access to training on administrative, product and AML matter
• Assist in delivering the service model through in person and online  engagement
• Visiting accounts or attending events where needed
• Establishing and maintaining effective relationships internally with key decision makers and stakeholders, in particular New Business and Enquiries

Reporting:

• Take responsibility for reporting and analyse of business flows, account activity including new accounts (TOB), trends, target versus actual levels of business, funding levels and activity both at account level but also for internal reporting on business development activities.
• Develop and maintain reporting on competitor product and activity to assist management with decision in respect of product, pricing, and market positioning
• Provide regular briefing and reporting on all new TOB and progress in respect of developing these accounts into business generating accounts.

Competencies include:

• Proficiency in customer relationship management (CRM) software
• Strong verbal and written communication skills
• Ability to build and maintain relationships
• Knowledge of administrative and operational processes
• Strong empathetic disposition to deal with challenging circumstances
• Strong time management and organizational skills
• Ability to work independently and as part of a team
• Flexibility and adaptability to change
• A desire to learn and grow
• At least 2 years of experience in operational matters in a financial services environment