Business Development Manager: Financial Services

SUMMARY:
Grow Business by locating, developing, defining, negotiating, and closing equitable relationships.

POSITION INFO:

There are two Business Development Manager positions available, one in Pretoria and the other in Cape Town.

Your qualification as a CA or a Marketing degree, CFP and RE 1 and RE 5 (Advantageous) as well as Minimum of 5 years’ experience in the financial services industry, experience as financial advisor and Minimum 5 years’ experience in the sales / marketing / business development environment will enable you to do the following duties:

People:

• Build meaningful relationships with wealth advisors to ensure practice growth, suggest and implement plans for such;
• Source and build pipeline of advisors/books to buy;
• Actively share information with other team members regarding successes, issues, trends, and ideas;
• Develop strong relationships with key decision makers on Product Provider level to ensure operational efficiency;
• Discuss appropriate product characteristics, organise appropriate training, service and support structures;
• Building relationships with key distribution partners and those in target market;
• Manage and co-ordinate business development initiatives;
• Co-ordinate adequate and timeously reporting and feedback;
• Recruit Value Add Financial Advisors within the designated criteria.

Legal:

• Assist in the arrangement of legal agreements between business partners and integrating contract requirements with internal business operations;
• Ensure high level due diligence on Product Providers Processes.

Administrative:

• Monitor and report on sales, operations, and profitability;
• Liaise with financial advisers and address any sales / product issues - explain product details and concepts where applicable;
• Give feedback regarding information pertaining to the performance of outputs;
• Implement management decisions, ensure roll out and that decisions are actioned;
• Ensure timeously reporting to advisors on their business growth;
• Ensure that advisors adhere to system usages and processes within Company.

Technology:

• Apply systems and processes to obtain, coordinate and apply product specific information – CRM and CIS.

Growth:

• Drive Growth Strategy – as set out in VCP.

Marketing:

• Facilitate in the development of marketing and communication materials and monitor correct application (i.e. all communication, newsletters, brochures);
• Assist advisers with marketing activities, discuss possible advantages and create/provide target market initiatives

Sales:

• Ensure Revenue, AUA and GWP growth through advisor business and any other advisor related initiative.