Business Development Manager (CT) needed at Sanlam Group

Key Responsibilities

• Formulate clear strategic objectives and a business plan for specific client area. 
• Work closely with the Head of Retail Distribution and other Investment Specialists, in terms of developing client strategy and plans (i.e., sales and retention strategies). 
• Actively use and leverage capability of a cluster wide CRM.
• Understand client needs in order to identify appropriate products and 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 and package Satrix simply and effectively to the client area.
• Act as the key interface between the client and Satrix as well as a Satrix brand ambassador.
• Prepare and deliver selling presentations and client feedback reports.

Minimum requirements

• 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 investment sales
• Deep understanding of investment principles, financial instruments and unit trusts
• Strong understanding of the segment landscape, different players and key needs