Business Development Manager

What will you do?

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the business.

What will make you successful in this role?

• Formulate clear strategic objectives and a business plan for specific client area.
• Work closely with the Head of the business and broader Graviton team to develop client sales and retention strategies.
• Actively use and leverage capability of a cluster wide CRM.
• Understand client needs and identify appropriate solutions.
• Actively manage key client relationships focusing on growing and developing existing clients together with generating new business.
• Influence overall profitability of client area by meeting targets.
• Position Graviton simply and effectively to the range of current client and prospective clients.
• Act as the key interface between the client and Graviton and support stakeholders.

Qualification and Experience

Undergraduate degree, preferably commercial (e.g. B.Com, B.Bus.Sc), unless qualified by extensive experience and track record

Relevant postgraduate qualification would be advantageous (e.g. CFA, CFP)

At least 5 years’ experience in financial services, experience in investment sales would advantageous

Good understanding of investment principles, financial instruments and unit trusts

Strong understanding of the segment landscape, different players and key needs

An existing network of retail financial advisors an advantage

Experience in either retail platform/LISP distribution or retail asset manager distribution

DFM distribution/portfolio management experience an advantage.

Technical & Behavioral Competencies

Deep knowledge of self, Graviton, the client, the context.

Strong technical knowledge of products and solutions.

Ability to develop and manage committed relationships.

Ability to engage with all stakeholders and connect with their priorities in order to build relevant solutions, clarify issues, challenge assumptions and influence outcomes.

Deep understanding of the dynamics of the market and ability to “close the deal”.

Strong market facing presence.

Technical aptitude and product knowledge.

Decision quality - making good and timely decisions that keep the organisation moving forward.

Financial (business) acumen - Interpreting and applying understanding of key financial indicators to make better business decisions.

Business insight - applying knowledge of business and the marketplace to advance the organisation’s goals.

Communicates effectively - developing and delivering multi-mode communications that convey a clear understanding of the unique needs of the different audiences.

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