Business Dev Manager, Other, Pretoria / Tshwane. Company Name: Blue Desk Recruitment. My client who operates within the investment space is looking The candidate will report to the Regional Manager and will be responsible for maintaining, and growing a panel of Independent Financial Advisers (IFAs) in Pretoria.
As a result of their marketing, service delivery and product knowledge, the candidate will be expected to achieve certain production targets as determined by the Regional Manager and the BDM Competency Model. Formal qualifications or relevant experience - relevant business degree (CFP) or job-related experience would be an advantage. The candidate must be fluent in English: reading, writing and presenting. Afrikaans will be advantageous. Salary is negotiable for the right candidate, and commission applies. Only SA to apply. If you do not hear back within 4 day, you have not been shortlisted
Do you have your CFP? Are you currently in this role? Only South Africans to apply. If you do not hear back within 4 days, you have not been shortlisted.
Responsibility: Marketing and Relationship Building. To manage and develop relationships with IFAs and their support staff. To maintain and grow business flows from their designated IFA panels. To deliver against determined production targets. To ensure an understanding by their IFAs of the philosophy and long term goals . To promote the products and services to their IFA panel. To ensure that the IFA and support staff are aware of, and well versed in, all systems and processes and to provide ongoing training to the IFA and their support staff.
Do presentations to IFAs and their clients when required to do so, and to take responsibility for the efficient co-ordination of the events. To identify trends in the industry and to gather competitor intelligence, and to take steps to ensure threats are countered, and opportunities are exploited. To ensure the highest standard of service excellence.
Operations and Administration: To develop and maintain a strategic business plan, and to execute against that plan. Solve and manage queries on an on-going basis. To respond to and resolve all the IFA and support staff ad hoc requests. To meet with and report progress against targets to the Regional Manager on a monthly basis. To ensure the cost-effective running of their panel of IFAs. To liaise with relevant persons and divisions at head office, to ensure delivery of their responsibilities. To keep and maintain a portfolio of evidence of all daily activities for presentation purposes to a panel of assessors (Regional Managers) once a year as required by the BDM competency model.
Salary: R18000
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Contact Blue Desk Recruitment: 0218241820
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