Business Development Coordinator - Pretoria, South Africa - Sanlam

Sanlam

Verified Company

Pretoria, South Africa

4 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Who are we?
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs.

We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service.

We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.

Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions.

While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

To provide support and assistance to the Business Development Manager; to develop and/or increase Glacier market share of retail investment business in the GAUTENG (EAST) IFA and SFA markets, whilst collaborating with the relevant SanlamConnect distribution channels.

Will be responsible for contribution to the regional, provincial, and national distribution and sales strategy. What will make you successful in this role?
Knowledge and education

Training Intermediaries Assistants, Broker and Sales Consultants, Intermediaries Office Personnel and Intermediaries on Glacier products, processes, procedures, tools, the Investment Hub and web
Identify training needs to educate and empower the Intermediary Assistants
Drive Digital engagement with Intermediaries Assistants
Building relationships with Intermediaries Assistants, Broker and Sales Consultants, Intermediaries Office Personnel and Intermediaries.

Marketing and Sales initiatives

Support the BDM in the execution of his functional sales role tasks and activities
Coordinate BDM's annual marketing budget and Conflict of Interest register
Take the Lead to drive marketing campaigns and projects
Coordinate and manage training functions/events and fund manager presentations

Targets and inflows

Assisting the Business Development Manager in servicing Intermediaries in the process reaching monthly inflow targets across all 3 product lines being LISP, Life and Glacier International.
Manage and track progress of all new business submitted including liaising with Life, Glacier International, and Glacier Invest BDC's to assist with administration of cases.
Assisting with Glacier proposals, quotations, ICE and tools
To ensure intermediaries adhere to all regulatory requirements (e.g. FAIS, FICA)
Draw and interpret Business Intelligence reports to identify areas of opportunity and improvement

Administrative support

Attending to office administration (coordinating of managers diary, preparing documentation, overall smooth flow of daytoday tasks)
Attending to general daytoday tasks associated with supporting the Business Development Manager when dealing with clients and intermediaries (Intermediaries/ IFA) i.r.o
Telephone enquiries and written communication
Assisting clients/intermediaries with processes & business
Managing the Intermediaries Database
Work closely with other BDC's in the team to communicate about panels and distribute tasks accordingly to maximize productivity and know where pressure points are to be addressed.
Support the Regional BDC Operational Manager

Qualifications and experience

Relevant financial/ investment qualification
At least 3 years' experience in a similar role within the investment / collective investment service industry
Valid Driver's License and own reliable vehicle
MS Office suite (intermediate level)
Knowledge of economic principles, environment and investment products
Excellent telephone etiquette

Competencies

Attention to detail
Conflict Resolution
Analytical thinking and Problem Solving

Attributes
- gaining commitment

Can do attitude
Ability to work independently

Qualification and Experience Degree with 2 to 6 years related experience. Appropriate financial degree with 3 to 5 years related experience Knowledge and Skills Financial advice and support Assist with production target achievement Compliance Partnership and network building Personal Attributes Business insight - Contributing independently Communicates effectively - Contributing independently Action orientated - Contributing independently Plans and aligns - Contributing independently 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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and developm