Business Development Manager

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

The following outcomes will be expected to be achieved by the Business Development Manager:

• 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

Knowledge and Skills

Personal Attributes

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

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