Business Development Manager

Allan Gray Proprietary Limited; Durban; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Allan Gray Proprietary Limited in KwaZulu-Natal is seeking a Business Development Manager to grow and maintain a panel of Financial Advisers. You will report to the Regional Manager and drive growth through marketing, service delivery and knowledge of Allan Gray’s philosophy and platform.

The role focuses on building relationships, delivering sales targets, training IFAs, coordinating presentations, and ensuring service excellence while aligning with Allan Gray values.

Qualifications

• Experience in financial services, client service or distribution.
• Strong interpersonal and leadership skills.
• Self-motivated, resilient, and action-oriented.
• High integrity and confidentiality.
• Ability to manage stress and shifting priorities.

Responsibilities

• Manage and develop relationships with IFAs and support staff.
• Grow business flows from IFA panels for Allan Gray Manco and Platform.
• Deliver against sales targets.
• Promote Allan Gray products and services.
• Train IFAs and staff on Allan Gray systems.
• Coordinate IFA presentations and events.
• Maintain records of IFA practice information.
• Develop and execute annual business plans.
• Manage IFA and client queries.
• Track new business, assets under management, and requirements; report progress.
• Escalate incidents affecting Allan Gray values.
• Arrange Regional Manager visits to IFAs.
• Ensure cost-efficient panel operations.
• Liaise with Allan Gray head office divisions.
• Maintain portfolio of evidence for annual assessment.

Skills

Interpersonal skills

Leadership

Sales orientation

Relationship management

Job description

Career Opportunities: Business Development Manager | IFA Distribution | Kwazulu Natal (9118)

As Business Development Manager you will report to the Regional Manager and will be responsible for maintaining and growing a panel of Financial Advisers in the KwaZulu-Natal region.

Through marketing, service delivery and product knowledge, the Business Development Manager is expected to achieve certain sales targets as determined by the Regional Manager.

Responsibilities

Sales, Marketing and Relationship Building

• Manage and develop relationships with IFAs and their support staff that will lead to mutually beneficial outcomes
• Maintain and grow business flows from designated IFA panels for both the Allan Gray Manco and Platform
• Deliver against determined sales targets
• Ensure IFAs have a deep understanding of the Allan Gray investment philosophy, platform value proposition and long-term goals of Allan Gray
• Promote Allan Gray, its products, funds and services
• Ensure IFAs and support staff are trained on Allan Gray systems and processes
• Manage distribution of marketing collateral
• Conduct presentations to IFAs and clients when required
• Coordinate and oversee IFA presentations and events
• Ensure the highest standard of service excellence
• Identify industry trends and conduct competitor analysis

Operations and Administration

• Maintain records of IFA practice information including structure and plans
• Develop and execute annual strategic and business plans
• Manage IFA / client queries on an ongoing basis
• Track new business, assets under management, and outstanding requirementsReport progress against targets to the Regional Manager
• Escalate incidents that may compromise Allan Gray values
• Arrange Regional Manager visits to IFAs
• Ensure cost-effective panel operations
• Liaise with Allan Gray head office divisions
• Maintain a portfolio of evidence for annual assessment

Experience and Qualifications

• Experience in financial services, client service or distribution
• Strong interpersonal and leadership skills
• Self-motivated, resilient, and action-oriented
• High integrity and confidentiality
• Ability to manage stress and shifting priorities