Business Development Manager - Distribution CPT Stellenbosch x2
Business Development Manager - Distribution CPT Stellenbosch x2
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
MAIN PURPOSE OF THE JOB
We are looking for an entrepreneurial individual to effectively drive sales into the Sasfin Securities and Sasfin Asset Managers businesses as well as other wealth offerings through Retail channels and develop and retain strong working relationships with external financial planning practices and Retail investors. Drive strategic growth and market penetration for Sasfin Securities Sasfin Asset Managers and other wealth offerings by identifying new business opportunities and leveraging existing relationships. Lead client acquisition and retention strategies across retail and institutional channels ensuring alignment with the overall Wealths growth objectives.
KEY RESPONSIBILITIES/DUTIES
- Promote and distribute securities and asset management solutions together with other Sasfin wealth offerings
- Develop strong relationships with corporate clients external relationships with financial advisers
- Identify and pursue new business opportunities by analysing market trends competitor activities and client needs.
- Develop and execute comprehensive sales strategies to expand market share regionally
- Collaborate with internal teams including marketing and product development to create tailored solutions that meet client needs and enhance brand awareness.
- Conduct client presentations workshops and events to promote wealth solutions and deepen client engagement.
- Provide strategic input into product development to ensure competitive and clientcentric offerings
- Develop and implement a strategic plan to enhance your clients experience and drive sales
- Assist and drive marketing initiatives/campaigns
- Cross sell Sasfin products and solutions
- Assist the head of the division with strategic planning initiatives
- Achieve monthly sales targets
- Maintain a CRM system
- Provide management reports to the head of the division
QUALIFICATIONS/SKILLS/PERSONAL ATTRIBUTES REQUIRED
- A Bachelor of Commerce degree or equivalent
- A CFA or CFP qualification will be advantageous
- IFA distribution experience
- Minimum of 5 years experience within the financial planning environment proven track record in business development sales or relationship management within the financial services or wealth management industry
- Deep understanding of financial products investment strategies and regulatory requirements in the wealth management and securities sectors.
- Extremely client/service orientated with high levels of business etiquette and communication skill
REMUNERATION:
Market related Cost to Company based on qualification and experience
Interested applicants can forward their CV to by no later than 18April2025. Shortlisted applicants will be required to undergo employment checks.
*Please consider your application unsuccessful if you have not received a response within two weeks of submission.
Required Experience:
Manager
Employment Type
Full-Time
