Where

BUSINESS DEVELOPMENT MANAGER

Executive Placements
Cullinan Full-day Full-time

Description:

There is a Business Development Manager position available at a well known company within the finanial sector with a national footprint.

Your:

  • Qualification:
  • Bachelor's degree in Finance, Marketing, Business Administration, Sales, or a related field;
Diploma in financial planning, CFP (Advantageous); RE 1 and RE 5 (Advantageous); Experience: At least 5 years of experience in financial services, focusing on sales, business development, or advisor management; Proven track record of achieving significant revenue growth and successfully managing client relationships; Experience working with financial advisors and leveraging technology to enhance business performance; In-depth knowledge of the investment industry and at least an introductory knowledge of the short-term insurance and life insurance industries.

will enable you to fullfill the following duties:

Revenue Growth: Focus on a portfolio of approximately 65 advisors (roughly 32 advisors for each one of the BDMs) with a goal to increase their revenue by an agreed percentage annually. Utilize Group-related initiatives such as cross-selling, AUA conversion, and project GC to enhance advisor performance and revenue generation. Actively company and other promote technologies, ensuring advisors and their clients fully utilize relevant platforms for client engagement, financial planning, and access to a broader range of products and services. Monitor and track the revenue performance of selected advisors, providing regular feedback and strategies for improvement. Collaborate with internal teams to identify additional opportunities for advisors to enhance client engagement and diversify product offerings. Strategic Planning and Market Analysis: Develop and execute business development plans aligned with the companys strategic growth objectives, incorporating the functionalities of technology. Conduct market research to identify emerging trends, competitor activities, and customer needs, using these insights to guide strategic decision-making. Collaborate with marketing and product development teams to align sales strategies with market opportunities and customer demands. Advisor Relationship Management: Build and maintain strong relationships with advisors to foster loyalty and ensure alignment with company goals. Engage with advisors to understand their needs and provide tailored solutions that enhance client satisfaction and retention. Identify opportunities for revenue expansion and work with advisors to develop strategies that convert leads into long-term partnerships. Training and Development:
19 Mar 2025;   from: gumtree.co.za

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