Partnerships Business Development Specialist

3 weeks ago

Cape Town, Western Cape, South Africa Currency Partners Full time
Job Description

This role reports to the Regional Manager of the Western Cape and serves as a support to Business Consultants focusing on the Wealth sector. As a Partnerships consultant, you will be responsible for servicing our Partners to an exceptionally high standard.

Key ResponsibilitiesOperations
  • Support Business Consultants with Partner queries related to processes or client transaction status.
  • Assist with Partner month-end administration.
  • Keep CRM up to date by accurately updating notes on interactions with Partners, maintaining and proactively updating contact information, performing ongoing remediations, and logging meetings.
  • Assist with partner event planning and marketing material for BC meetings or events.
  • Build a comprehensive knowledge of FX sales, systems, and processes.
Management
  • Regularly visit Partners for training, process updates, and relationship management.
  • Proactively set up meetings with Partners as per quarterly requirements.
  • Attend meetings with Business Consultants to build good relationships with key Partners.
  • Maintain a good working relationship with support teams across the business to ensure the client receives the best possible service.
  • Assist with booking meetings with existing Partners where Business Consultants need to attend a meeting with the Partnerships Consultant.
  • Train and follow up with Partners to ensure they are making use of all value-added services and products.
Requirements
  • Adhere to good practice, ethical principles, and values.
  • Be an ambitious self-starter who can deliver results.
  • Takes ownership of learning and development.
  • Have a determined, positive attitude that will rub off on colleagues and business prospects.
  • Demonstrate superior relationship-building skills.
  • Have excellent oral and written communication skills.
  • Possess excellent time management skills and the ability to prioritize and multitask in a fast-paced environment.
  • Be supportive of change initiatives and able to adapt to new information or processes.
  • Bilingual in English and Afrikaans would be advantageous.

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