Business Development Support Consultant

3 weeks ago

Cape Town, Western Cape, South Africa Sanlam Limited Full time
Business Development Support Consultant (12 months)

Date: 4 Mar 2025

Location: Tygervalley, Western Cape, ZA

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

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 and 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
  • Valid Driver's License and own reliable vehicle
  • Knowledge of economic principles, environment and investment products
  • Cultivates innovation
  • Drive results
  • Analytical thinking and Problem Solving
  • Planning and Organising
  • Communication and presentation skills (written & verbal)

Attributes

  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to thrive under pressure
  • Honesty, integrity and respect
  • Ability to adapt to change
What will make you successful in this role?Qualification and Experience

Grade 12 or Diploma with 3 to 4 years related experience.

Knowledge and Skills

General Administrative Practices

Risk, debt, MI and budgeting

Logistical and events/meeting co-ordination

Client relationship management

Personal Attributes

Interpersonal savvy - Contributing independently

Decision quality - Contributing independently

Action orientated - Contributing independently

Optimises work processes - Contributing independently

Build a successful career with us

We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.

Core Competencies

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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