Business Development Manager | IFA Distribution | Kwazulu Natal

Allan Gray Proprietary Limited; Durban; On-site; ZAR 300 000 - 700 000; Full time

Job summary

An established industry player is seeking a dynamic Business Development Manager to lead its IFA Distribution efforts in KwaZulu-Natal. This role involves managing and nurturing relationships with Independent Financial Advisors (IFAs) while ensuring they understand the company's philosophy and product offerings. You will be responsible for achieving sales targets, training IFAs on systems, and coordinating presentations and events. This position offers the opportunity to significantly impact business growth and client satisfaction in a collaborative and innovative environment, making it an exciting opportunity for a driven professional.

Qualifications

• Experience in Sales, Retail, or Business Development is essential.
• A business degree and CFP qualification are advantageous.

Responsibilities

• Manage relationships with IFAs and support staff to drive business growth.
• Deliver presentations and ensure training on Allan Gray's systems.
• Conduct competitor analysis and report progress against sales targets.

Skills

Sales Management

Relationship Building

Marketing

Training and Development

Competitor Analysis

Education

Relevant Business Degree

Certified Financial Planner (CFP)

Job description

Job title : Business Development Manager | IFA Distribution | Kwazulu Natal

Job Location : KwaZulu-Natal, Durban

Deadline : May 05, 2025

Responsibilities

Sales, Marketing and Relationship Building :

1. To manage and develop relationships with IFAs and their support staff.
2. To maintain and grow business flows from their designated IFA panels.
3. To deliver against determined sales targets.
4. To ensure IFAs have a deep understanding of the philosophy and long-term goals of Allan Gray.
5. To promote Allan Gray, the products, and services to their IFA panel.
6. To ensure that the IFA and their support staff are trained on all Allan Gray’s systems and processes.
7. To manage the distribution and supply of all marketing collateral to IFAs.
8. To do presentations to IFAs and their clients when required, and take responsibility for the efficient co-ordination of events.
9. To arrange and oversee the co-ordination of IFA Presentations (In house / externally).
10. To ensure the highest standard of service excellence for all Allan Gray Financial Advisers and Clients.
11. To identify trends in the industry, conduct competitor analysis and ensure opportunities are exploited.

Operations and Administration :

1. To manage and develop existing and new relationships with IFAs and their support staff.
2. To maintain and grow business flows from their designated IFA panels and deliver against determined production targets.
3. To ensure IFAs understand the philosophy and long-term goals of Allan Gray, promoting all products and services offered.
4. To ensure that the IFAs and their support staff understand Allan Gray systems and processes, providing training to them when required.
5. To present to IFAs and their clients when required, taking responsibility for the efficient co-ordination of events and functions.
6. To keep and maintain a record of all management information of the IFA practice, including the structure, business plan and marketing plans.
7. To develop and maintain an annual strategic and business plan and execute against that plan.
8. To solve and manage queries on an ongoing basis.
9. To proactively report back to the IFA and support staff on the tracking of all new business, queries, outstanding requirements, assets under management, and all ad hoc requests.
10. To report on your progress against targets and tracking of your business plan objectives to the Regional Manager.
11. To advise the Regional Manager of any incident that might compromise the values of Allan Gray.
12. To arrange visits by the Regional Manager to the panel of IFAs.
13. To ensure the cost-effective running of the panel of IFAs.
14. To liaise with relevant persons and divisions at Allan Gray head office, to ensure delivery of their responsibilities.
15. To keep and maintain a portfolio of evidence of all daily activities for presentation purposes to a panel of assessors once a year as required by the BDM competency model.

Education

1. A relevant business degree with a Certified Financial Planner (CFP) qualification would be advantageous.
2. Experience in Sales / Retail / Business Development jobs.