business development manager - Pretoria - HR Genie

HR Genie Pretoria

1 week ago

Description

Business Development Manager

We are seeking a highly experienced Business Development Manager to join our team in either Pretoria or Cape Town. The ideal candidate will have a CA or Marketing degree, CFP and RE 1 and RE 5 (Advantageous) qualifications, as well as a minimum of 5 years experience in the financial services industry.

The successful candidate will be responsible for:

People:

Building meaningful relationships with wealth advisors to drive practice growth;
Sourcing and building a pipeline of advisors/books to purchase;
Sharing information with team members regarding successes, issues, trends, and ideas;
Developing strong relationships with key decision makers on Product Provider level to ensure operational efficiency;
Discussing appropriate product characteristics, organizing training, service, and support structures;
Building relationships with key distribution partners and those in target market;
Managing and coordinating business development initiatives;
Coordinating adequate and timely reporting and feedback;
Recruiting Value Add Financial Advisors within designated criteria.

Legal:

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

Administrative:

Monitoring and reporting on sales, operations, and profitability;
Liaising with financial advisers and addressing sales/product issues, explaining product details and concepts where applicable;
Giving feedback regarding information pertaining to the performance of outputs;
Implementing management decisions, ensuring rollout, and that decisions are actioned;
Ensuring timely reporting to advisors on their business growth;
Ensuring advisors adhere to system usage and processes within Company.

Technology:

Applying systems and processes to obtain, coordinate, and apply product-specific information CRM and CIS.

Growth:

Driving Growth Strategy as set out in VCP.

Marketing:

Facilitating the development of marketing and communication materials and monitoring correct application;
Assisting advisers with marketing activities, discussing possible advantages, and creating/providing target market initiatives.

Sales:

Ensuring Revenue, AUA, and GWP growth through advisor business and any other advisor-related initiative.

R850,000 - R1,200,000 per annum

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