Retail Business Partnership Specialist
7 days ago
Retail Business Consultant Position Overview
We are seeking a talented Retail Business Consultant to join our team at Momentum Metropolitan Holdings Limited. As a key player in our organization, you will be responsible for building and maintaining strong relationships with Independent Financial Advisors (IFAs) to drive business growth and success.
Company Overview:
Momentum, a leading financial services provider since 1966, is renowned for its entrepreneurial spirit and innovative culture. We are committed to wealth creation and preservation, insurance, and income protection for all our clients. Our deep understanding of the retail insurance, savings, and investment markets in South Africa enables us to deliver tailored solutions that meet our clients' needs.
Role Purpose:
The successful candidate will be responsible for crafting strategic partnerships with IFAs, providing them with product knowledge, market insights, and sales intelligence to enhance their business operations. You will work closely with our team to identify opportunities, develop business plans, and implement strategies to drive revenue growth and customer satisfaction.
Key Responsibilities:
- Develop and maintain a deep understanding of the IFA landscape, including competitor influences and market trends.
- Build and maintain strong relationships with IFAs, ensuring they have access to exclusive products, market insights, and sales support.
- Collaborate with our team to design and implement business plans, identifying opportunities to drive revenue growth and improve customer satisfaction.
- Provide regular updates and progress reports to management, highlighting achievements and areas for improvement.
Requirements:
- 3-year BCom degree in Business Management, Marketing, Communications, Finance, or Legal.
- 3 to 5 years of experience in the financial services industry, with a focus on sales and relationship-building.
- Strong business acumen, with a proven track record of driving revenue growth and improving customer satisfaction.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with IFAs and other stakeholders.
Competencies:
- Brand Ambassadorship
- Leading and Supervising
- Professional standards
- Relating and networking (building rapport and relationships)
- Stress tolerance
- Flawless and effective communication (written and oral)
- Delivering results and meeting stakeholder expectations
- Teamwork and collaboration
- Positively impact and influence on the IFA practice
- Deadline Driven
- Persuading and influencing
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