Business Development Manager

Sanlam; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Cape Town is seeking a Business Development Manager to enhance the Investment Intermediary portfolio and elevate market share in retail investments. The successful candidate will attract and retain business, manage and train intermediaries, and ensure sales targets are met. A background in financial distribution and an investment qualification are essential. This role provides an opportunity for professional growth within a supportive company culture.

Benefits

Opportunities for growth and development

Qualifications

• 8 to 10 years’ experience in a financial distribution environment.
• Proven Sales related success and track record.
• Technical knowledge about retail investments and industry trends.

Responsibilities

• Develop and maintain an Investment Intermediary portfolio.
• Attract new business and increase retention of existing investment business.
• Train and develop Intermediaries and their support staff.

Skills

Resilience and Tenacity

Building and Maintaining Relationships

Client Service Orientation

Effective communication skills in Afrikaans and English

Problem-solving

Education

Relevant financial or investments qualification

Degree with 8 to 9 years related experience

Job description

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?

Job Purpose

The Business Development Manager will be responsible for developing and maintaining an Investment Intermediary portfolio and increasing Sanlam Group’s market share of retail investment business from this portfolio, and delivering on the Glacier Strategy.

Key Outcomes

• Attract new business and increase retention of existing investment business
• Source and introduce new Intermediaries to Glacier
• Ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
• Further develop and grow the regional business from the Independent Financial Intermediary vias Sanlam Connect (sales volumes, investment education and training, marketing and client services – administration)
• Implementing an Intermediary support model to facilitate effective and efficient support between the Channel, the Intermediary and the various Sanlam Group product providers
• Supply accurate investment, product, fund, services, and investor information
• Train and develop the Intermediary’s and Intermediary’s support staff
• Support investment projects and campaigns (marketing support)
• Participate in investment product implementation (presentations, product development & client service support)
• Facilitate or identify Intermediary needs – technology, reporting and developing a profitable practice
• Manage the Business Development Coordinator
• Co-ordinate and maintain effective SLAs with all relevant stakeholders
• Ensure adherence to all regulatory requirements (e.g. FAIS, FICA)
• Train and facilitate the use of Glacier’s digital strategy/tools such as the Web and Investment Hub

Qualifications and Experience

• Relevant financial or investments qualification (Financial tertiary qualification)
• 8 to 10 years’ experience in a financial distribution environment
• Supporting and developing of intermediary (IFA) investment practices
• Proven Sales related success and track record
• Technical knowledge about retail investments, retail investment industry and trends
• Valid drivers’ license and own reliable vehicle

Competencies

• Resilience and Tenacity (sales environment)
• Building and Maintaining Relationships
• Leadership / Management Skills
• Contributing to Team Success
• Performance / Target Driven
• Client Service Orientation
• Effective written and verbal communication and presentation skills in Afrikaans and English
• Impact & Influence
• Innovative Thinking
• Entrepreneurial Skills
• Problem-solving
• Ability to work under pressure
• Ability to effectively and professionally present to large audiences
• Ability to train complex concepts

Attributes

• Positive, can do attitude with high self confidence levels
• Honesty, integrity and respect
• Ability to work independently

What will make you successful in this role?

Qualification and Experience

Degree with 8 to 9 years related experience.

Knowledge and Skills

Financial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Business plan development and implementation

Personal Attributes

Business insight - Contributing through others Interpersonal savvy - Contributing through others Decision quality - Contributing through others Plans and aligns - Contributing through others

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 through others Customer focus - Contributing through others Drives results - Contributing through others Collaborates - Contributing through others Being resilient - Contributing through others

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.