BUSINESS DEVELOPMENT MANAGER

2 days ago

Pretoria, South Africa HR Genie Full time

There are two Business Development Manager positions available, one in Pretoria and the other in Cape Town.

Your qualification as a CA or a Marketing degree, CFP and RE 1 and RE 5 (Advantageous) as well as Minimum of 5 years experience in the financial services industry, experience as financial advisor and Minimum 5 years experience in the sales / marketing / business development environment will enable you to do the following duties:

People:

  • Build meaningful relationships with wealth advisors to ensure practice growth, suggest and implement plans for such;
  • Source and build pipeline of advisors/books to buy;
  • Actively share information with other team members regarding successes, issues, trends, and ideas;
  • Develop strong relationships with key decision makers on Product Provider level to ensure operational efficiency;
  • Discuss appropriate product characteristics, organise appropriate training, service and support structures;
  • Building relationships with key distribution partners and those in target market;
  • Manage and co-ordinate business development initiatives;
  • Co-ordinate adequate and timeously reporting and feedback;
  • Recruit Value Add Financial Advisors within the designated criteria.

Legal:

  • Assist in the arrangement of legal agreements between business partners and integrating contract requirements with internal business operations;
  • Ensure high level due diligence on Product Providers Processes.

Administrative:

  • Monitor and report on sales, operations, and profitability;
  • Liaise with financial advisers and address any sales / product issues - explain product details and concepts where applicable;
  • Give feedback regarding information pertaining to the performance of outputs;
  • Implement management decisions, ensure roll out and that decisions are actioned;
  • Ensure timeously reporting to advisors on their business growth;
  • Ensure that advisors adhere to system usages and processes within Company.

Technology:

  • Apply systems and processes to obtain, coordinate and apply product specific information CRM and CIS.

Growth:

  • Drive Growth Strategy as set out in VCP.

Marketing:

  • Facilitate in the development of marketing and communication materials and monitor correct application (i.e. all communication, newsletters, brochures);
  • Assist advisers with marketing activities, discuss possible advantages and create/provide target market initiatives

Sales:

  • Ensure Revenue, AUA and GWP growth through advisor business and any other advisor related initiative.

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