Business Development Manager (KZN)
Umhlanga

Responsible for developing a local and international investment intermediary portfolio and increasing the Group’s market share of retail investment business. Assist and support the other BDM’s in KZN to grow the international IFA footprint whilst delivering on the Investment Channel Strategy. Report to the Regional Business Development Manager (South).

The following outcomes will be expected:
• New business and increased retention of existing investment business
• Profitable annual sales volumes and monthly targets, by directly and actively growing and managing an intermediary portfolio
• Developing and implementing a regional business plan for the region (sales volumes, investment education and training, marketing and client services – administration)
• Implementing an intermediary support model to facilitate effective and efficient support between the various Group product providers by:
• Supplying accurate investment, product, fund, service and investor information
• Training and developing the intermediary and office staff
• Supporting investment projects and campaigns (marketing support)
• Participating in investment product implementation (presentations, product development & client service support)
• Practice Management (facilitate or identify broker needs – technology, reporting and developing a profitable practice)
• Management of administrative consultant
• Co-ordinate and maintain effective SLA’s with all relevant stakeholders
• Ensure adherence to all regulatory requirements (e.g. FAIS, FICA)
• To potentially act as a Category I authorised representative for the purposes of rendering advice

• 5+ years’ experience in a financial distribution environment
• Relevant financial/ investment qualification (Financial tertiary qualification)
• RE5
• Support and developing of intermediary (IFA) practices
• Communication (verbal & written)
• Technical knowledge about local and international investments, investment industry and trends
• Valid Driver’s License and own reliable vehicle
• Must be willing to travel
• Prior approval as an authorised representative will be advantageous m23.7s