Business Development Coordinator KZN

2 days ago

Durban, South Africa Sanlam Full time

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.

What will you do?

To provide support and assistance to the Business Development Manager (BDM) to develop and/or increase Glacier’s market share of retail investment business in the KZN SFA markets, whilst collaborating with the relevant Sanlam Connect distribution channels. Will be responsible for contribution to the regional, provincial and national distribution and sales strategy.

Key Outcomes
The following outcomes will be expected to be achieved by the Business Development Co-ordinator:
Knowledge and education

• Travelling to and training Intermediaries Assistants, Intermediaries Broker Consultants, Intermediaries Office Personnel and Intermediaries on Glacier products, the Investment Hub and web
• Identify training needs to educate and empower the Intermediary Assistants
• Drive Digital engagement with Intermediaries Assistants
• Building relationships with Intermediaries Assistants, Intermediaries Broker Consultants, Intermediaries Office Personnel and Intermediaries

Marketing and Sales initiatives

• Co-ordinate BDM’s annual marketing budget and Conflict of Interest register 
• Take the Lead to drive marketing campaigns and themes
• Co-ordinate and manage training functions/events and fund manager presentations

Targets and inflows
• Assisting the Business Development Manager in servicing Intermediaries in the process reaching monthly inflow targets across all three product lines being LISP, Life and Glacier International.
• Manage and track progress of all new business submitted including liaising with Life and Glacier International BDC’s to assist with administration of cases
• Assisting with Glacier proposals, quotations, ICE and tools
• To ensure intermediaries adhere to all regulatory requirements (. FAIS, FICA)
• Draw and interpret business intelligence reports to identify areas of opportunity and improvement

Administrative support
• Attending to office administration (co-ordinating of managers diary, 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 (Intermediaries/ IFA)
- Telephone enquiries and written communication
- Assisting clients/intermediaries with processes & business
- Distribution of marketing materials (application forms, brochures)
• Managing the Intermediaries Database 
• Work closely with other BDC’s in the team to communicate about panels and distribute tasks accordingly to maximise productivity and know where pressure points are to be addressed.
• Support the regional BDC manager.

What will make you successful in this role?

Qualifications and experience
• Relevant financial/investment qualification
• At least 3 years’ experience in a similar role within the investment / collective investment service industry
• Valid Driver’s License and own reliable vehicle
• MS Office suite (intermediate level)
• Knowledge of economic principles, environment and investment products 
• Excellent telephone etiquette 

Competencies
• Attention to detail
• Conflict Resolution
• 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
• Influencing and gaining commitment 
• Can do attitude
• Ability to work independently

Qualification and Experience

Degree or Diploma with 3 to 4 years related experience.

Knowledge and Skills

Financial advice and supportAssist with production target achievementCompliancePartnership and network building

Personal Attributes

Business insight - Contributing independentlyCommunicates effectively - Contributing independentlyAction orientated - Contributing independentlyPlans and aligns - 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. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing 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. 

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