Manager: Business Development KZN - STANLIB at Liberty Group South Africa

Purpose

• The purpose is to effectively articulate an end-to-end client engagement by professionally representing STANLIB partnerships and driving the Go-to-market strategy and its offerings, seeking new opportunities, and developing strategies accordingly.

Minimum Experience

• 3 - 5 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Responsibilities

• Responsible for the formulation, execution and monitoring of respective Group Channel strategies in the region. 
• Responsible and accountable for achievement of Group Channels Regional Sales targets across various channels and solutions products 
• Responsible for building relationships/ partnerships with intermediaries/ “gatekeepers”; opening new avenues of revenue through new advisor accounts; identify prospective clients; maintaining existing supporter relationships with allocated advisor accounts/panel and gathering assets into the Group Channels proposition. 
• Conduct broker and client presentations 
• Prepare and present competitive analysis 
• Required to have a good understanding of the financial services industry. 
• Required to stay abreast of industry matters – legislation etc. 
• Required to have a good understanding of the competitors – monitor/analyse/ compare and define sales strategies; etc. 
• Provide high level feedback to Investment Team on client needs & expectations – “know your client”; 
• Required to socialise with /entertain current and prospective brokers.

Process

• Apply models and techniques which enable tracking, reporting and monitoring of business related information.
• Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
• Develop and implement approved business plans and initiatives in order to grow the business.
• Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
• Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
• Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.
• Records all engagement activities via a robust CRM system to build continuity in relationship management and provide useful management tools and analysis reports to measure the effectiveness of the engagement activities.
• Manage real situations where opportunity is identified, and formulated, and then strategy and activities are executed.
• Has the ability to, and on a regular basis does, achieve annual revenue and monthly sales targets.

Customer

• Ensure the provision of sound consulting services and recommendations based on customer and client needs, current information and trends.
• Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.
• Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.

Finance

• Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Learning and Growth

• Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

Governance

• Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
• Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.

Technical Competencies

• Asset Management (Intermediate)
• Legal Compliance (Sales) (Intermediate)
• Local and / or international market / industry knowledge (Intermediate)
• Strategic Planning (Advanced)
• Business Acumen (Proficient)
• Business Interaction (Proficient)
• Continuous Process Improvement (Advanced)
• Customer Relationship Management (Intermediate)
• Sales life cycle management (Proficient)
• Developing sales (Intermediate)
• New sales development (Proficient)
• Sales management (Proficient)
• Presentation Skills (Intermediate)

Behavioural Competencies

• Analytical Thinking (Intermediate)
• People Management and Empowerment (Intermediate)
• Relationship Management and Networking (Intermediate)
• Entrepreneurial and commercial thinking (Intermediate)
• Judgment and decision making (Intermediate)