9 Apr 2013

Permanent Business Development Manager – Salary Market Related

GL/BDM – Posted by BonnieSJohannesburg, Gauteng, South Africa

NOTE: This job listing has expired and may no longer be relevant!

Job Description

Business Development Manager with solid financial and investments experience required for a well known investment company.


Key competencies:

  • Sales, 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 sales targets.
  • To ensure an understanding by their IFAs of the philosophy and long term goals.
  • To promote and the products and services to their IFA panel
  • To ensure that the IFA and support staff are aware of, and well versed in, all’s systems and processes and to provide on-going training to the IFA and their support staff.
  • To manage the distribution and supply of all marketing collateral to IFAs.
  • Do presentations to IFA’s and their clients when required to do so, and to take responsibility for the efficient co-ordination of the events.
  • Arrange and over-see the co-ordination of IFA Presentations (In house/externally)–venues, presentations, marketing material, etc Entertain the IFA to enrich the relationship and reward the IFA for their contribution to the business.
  • To ensure the highest standard of service excellence for all Financial Advisers and Clients.
  • To identify trends in the industry and to gather competitor intelligence, and to take steps to ensure threats are countered, and opportunities are exploited Operations and Administration.
  • To keep and maintain a record of all management information of the IFA practice, including the structure, business plan and marketing plans.
  • To develop and maintain a strategic plan, and to execute against that plan To ensure they are fully versed in all aspects of the business, systems and processes of  Solve and manage queries on an on-going basis.
  • To pro-actively report back to the IFA and support staff on the tracking of all new business, queries, outstanding requirements, assets under management, and all ad hoc requests.
  • To respond to and resolve all the IFA and support staff adhoc requests To meet with and report progress against targets to the Regional Manager.
  • To advise the Regional Manager of any incident that might compromise the values of  To arrange visits by the Regional Manager to the Business Development Manager’s panel of IFAs.
  • 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 once a year as required by the BDM competency model.



  • Bachelors Degree
  • Relevant business degree (CFP) or job related experience.






Job Categories: Finance. Job Types: Permanent. Job Tags: cfp and ifa.

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